1. Triage / Review

Before we jump into action, let’s get super-clear on where the blocks are.

Business Model

Let’s make the decisions you’ve been putting off; clarify what your scalable offer(s) will be & how you’ll get clients results without *you* being as hands-on in their process.

In your first call, I’ll help you explore your options, play it through, think about the impact across your offers, plan for the risk, and decide your priorities. We’ll create a clear plan and timeframe.

Profitability

Let’s fix the ‘leaky holes in your bucket’ where you’ve been leaving cash on the table. You’re already running a successful business, it can be a more profitable one.

When you have more profit, you have more choice: Easier to say yes to marketing opportunities, to test knowing you have the buffer, to get a bit more support in. More profit = More growth for your business. 

Some examples;

• Having ‘never drop through the net’ follow-up systems for enquiries
• Systems for upsells at the checkout, or in automated flow after the initial purchase (brownie points: we set it up so upsell emails don’t go to clients who already have that offer).
• Win-back flows for abandoned carts or lapsed customers
• Automated resign process when someone comes to their end date in your container(s)
• Reviewing your costs and advising where you can save (especially on tech!)

Has it been on your list to sort these for a while? Tell me where the gaps are, or I can do an audit of your offer flows – then we’ll plug the gaps quickly. No drama; swipe files & quick tech solutions.

Time

Where are you getting in the way of the running of your business? (You likely already know!) And where are you assuming you have to get involved?

E.g., One high-6-figure client ran a knitting company, and a big time drain was knitting up the patterns she designed. We created a new job title ‘Knitting Technician’, and she hired someone to knit up her patterns for her. This saved her a huge amount of time, but also shifted her thinking on what was possible to release.

I’ll help you see any blind spots & suggest options you may not have thought of.  I’ll help you clarify where you can be more focussed on your priority work, and where great systems / a lean team can support with the rest.

Your Mental Capacity

We’ll also check in with you – how you’re feeling about your business, about the risks, about the path ahead. I’ll help you celebrate the successes and navigate the areas that feel stressful or heavy.

2. Capacity

The biggest challenge I hear to people scaling, is having the capacity to both run their business as it is now – AND put the shifts in place to scale.

So this is a big one. We get really practical.

Tasks

We’ve likely identified some areas, which take up a chunk of your time, that you can release – outsourcing the task; having a system to automate / leverage aspects of the workload; or getting to the outcome in a simpler way.

E.g., For one client, running a product business, managing their stock levels & retailer communication was a challenge. We set up an Airtable base that automatically tracked stock levels and sales, and identified when stock levels were falling below minimum desired quantity. They could then easily sort that purchase list by retailer, to put together orders.

So much of what we do in business can be automated now, and still have the personal touch. Some examples:

• Systems to manage your client journey and experience (onboarding / offboarding, key touch-points, automated check-ins when they’re quiet, all your client notes in one place), so you’re not manually scrabbling around.
• When you create new content, your systems / team repurpose for different channels and share.
• Full launch systems; identifying what’s working well in your launch process and repeating, refining and delegating. (e.g., recording walkthroughs for your VA / OBM so they can run with the task & create step-by-step guides for the next launch.)

As much as this is about logistics, it’s also trusting that these systems work for you. We can test them together and give you that confidence.

I’ll help you prioritise and hold you accountable to get these ticked off your list, one by one. Your secret sauce to actually get these done will be…

Team

You’re going to need some support – even if it’s a few hours a month, a few specialists you call on. This really depends on your business / your model. I’ll work with you to identify ‘ideal’ for now – with the potential to scale as your business does – and if you need to, hire. (We’ll likely have freed up some budget for this in the review process).

If you’ve already got support: is it working for you? I can get into the detail with you – and with your team if you’d like me to – to find where the efficiencies can be, and where your superstar team members may be able to help you more.

E.g., We might set up systems that free up your VA’s capacity, enabling them to do more project work around your scalable offer(s), or putting other systems in place.

3. Vision

As you create more capacity, you’ll naturally look to the future.

Back to our focus; for you to have a business model that can scale, and for you to prioritise your ‘genius zone’ work & higher level decision making.

This is where you step into your visionary role.

We create space for you to think like a CEO – not just reacting to what’s in front of you, but intentionally shaping what’s ahead. This isn’t about doing more – it’s about rooting into the work only you can do, and setting up the systems and support to carry the rest.

You’ll get clear on what it looks like to fully own your strengths – the ideas, the content, the creative direction, the client transformation – and design your business to let you lead from that place.

As you spend more time in that space, I’ll be your strategic sounding board – bringing fresh perspective, asking the right questions, reflecting back what’s working, and helping you move forward with purpose and confidence.