Case study
A Clarity Tracker For Your Consulting Services
Client: Vy Vo Visa
Location: Da Nang, Vietnam
Challenge: Tracking Leads, Applications & Revenues
Service purchased: clarity tracker
The Chaos (before Scale in Peace)
In short, vital data was everywhere except where Vy needed it: one clear, live workspace.
- Tools everywhere: Excel sheets, scattered Google Drive folders, and endless Zalo threads held snippets of the same case. Client files hid in one place, deadlines in another—nothing talked to anything else.
- Lost deals: Follow-ups lived “in her head.” If Vy didn’t remember to ping a prospect at the right moment, the opportunity vanished; revenue leaked out quietly, week after week.
- Invisible workload: Tasks sat in static lists. With no calendar view, every day felt full yet shapeless—she couldn’t see which tasks truly fit into her schedule or where bottlenecks formed.
- Manual finance: Revenue, expenses, and profit were tallied at month-end in a separate spreadsheet. One missed entry meant hours of detective work later and zero real-time insight into cash flow.
About Vy Vo Visa
Vy Vo is a visa and immigration consultant with 7+ years’ experience helping expatriates navigate Vietnam’s complex administrative processes.
She has worked with organizations such as Santa Fe Relocation, Louis Vuitton, and the International School HCMC, supporting thousands of clients from 55+ nationalities — including high-profile individuals, foreign educators, and multinational corporations — with visas, work permits, TRCs, legalization, and driving licenses.
Married to a Frenchman and rooted in both cultures, Vy combines strategic, detail-oriented service with first-hand insight into expat challenges, enabling her to deliver solutions many agents might overlook.
The Scale in Peace Fix?
Nico delivered his Clarity Tracker package with the following solutions for Vy Vo Visa:
- One place to track prospects + Applications.
- Checklists per service, pre-loaded when the client says “YES!”.
- Drag-n-drop calendar—tasks, habits, follow-ups in color.
- Live profit fields on every closed case; no more Excel maths.
- Icons cleaned, unused tabs parked → lean, speedy workspace.
All of this made with Notion, a customizable solution that Vy Vo can keep refining in the future as per liking.
From scattered tools to a calm, focused day
“My brain feels less cluttered and less stressed. I can finally focus.” Vy Vo Visa, After 30 Days Using The Clarity Tracker
Before working with Scale in Peace, I was juggling Excel, Google Drive, random notes, and a paper notebook. If I forgot the notebook, I was lost. Follow-ups slipped, deadlines felt stressful, and my head was full.
With the Clarity Tracker and a Notion workspace set up clearly, everything now lives in one place. The color-coded calendar shows me at a glance what is a new lead in the CRM and what is an active client application, so I know exactly what to do next. Plans change and I still save time. I batch similar tasks, block my week, and I can finally delegate small tasks because the system tells anyone what to do. My day feels lighter and I’m more confident.
Feeling lighter and more confident starts with a free clarity session
Most consultants give you a 30-minute pitch. I give you a real working session. Test my approach, see how I work, and walk away with results—no commitment needed.