From Therapist to Coaching Powerhouse
Our client, a dedicated practitioner, was ready to transition from a traditional therapy model to a scalable coaching practice. While she possessed the passion and drive, she was stuck in the Heart-Centered Trap, frantically running all aspects of her business without the strategic infrastructure to support her.
She was facing several "Missing Manual" moments:
• The Manual Invoicing Cycle: Despite having an accounting system, she was manually raising an invoice for every single appointment. The time spent generating documents, tracking payments, and chasing overdues was a significant drain on her energy and her "business growth time."
• Scheduling Chaos: Without a structured schedule for discovery calls, appointments, follow up and creative time, her days lacked buffers for breaks, and growth was impossible. This led to a "frazzled" feeling where her workload didn't match her need for personal headspace to work on the business.
• Leads Falling Through the Cracks: Leads from networking were inconsistently tracked. Without a record of lead sources, she was missing the chance to see what was actually working, and failing to move in the right circles.
• Vision Without a Plan: She had a big vision for her coaching practice but no roadmap of how to get there. This lack of clarity made it impossible to break through her income ceiling, or see the opportunities.
The Solution: Implementing the More Profitable Me Framework®
OpsWiz stepped in as the Profitability Booster, moving the client beyond personal effort and building the systems necessary to be a long-term business owner.
• Step 1: From Vision to Actionable Plan: OpsWiz highlighted what was truly possible for her business. We introduced the idea of diversifying income streams and created a practical, step-by-step roadmap for the next 3, 5, and 10 years to turn her vision into a reality.
• Step 1 & 3: Automation as a Game-Changer: We rebranded her website and integrated a booking system that requires online payment at the point of booking. This attracted the right clients and eliminated the manual invoicing cycle entirely, ensuring she was paid upfront without a single "chase" email.
• Step 2: Time Management Strategy: We moved her to a structured schedule. By identifying her natural energy cycles, we built in non-negotiable buffers for discovery calls, client work, and essential breaks. Allowing time for being creative and building that crucial network of support.
• Step 4: Strategic Visibility: We developed a C-Suite networking strategy, targeting specific professions for cross-referrals to ensure her time spent networking was actually profitable.
Step 5: Getting Much Needed Help: By taking a deep dive into how the core business works we were able to identified functions and tasks that could be outsourced - freeing up time to see more clients - which more than covered the cost of outsourcing.
The Outcome: A Business Engine for Growth
By partnering with OpsWiz, the client moved from being a self-employed service provider to a strategic business leader.
She now has a business engine that provides:
• Financial Clarity: No more manual invoices or chasing debt. Payments are seamless and automatic, with the rest of the accounting managed by a bookkeeper.
• Intentional Productivity: With a structured schedule and built-in buffers, she has reclaimed her time and her energy. Introducing a VA to ensure the time sucking admin is kept up to date and the strategic networking connections are nurtured.
• A Future Roadmap: She is no longer guessing her next steps. She has an actionable plan to scale her income without scaling her stress.
• Automation Expansion: An all in one system that manages contacts, clients, marketing, with book and course sales, delivery is streamlined. Bringing on board a CRM specialist outsourcing partner to ensure she doesn’t get bogged down in the deatail.
• Diversified income: Now starting to build a portfolio of assets that not only bring income but raise her profile to ensure she is well positioned to meet her growth goals.
OpsWiz's ability to guide businesses through significant transitions underscores the importance of a holistic approach to business strategy, combining technological solutions with practical, experience-driven advice. Engaging with OpsWiz can provide businesses with the flexibility, strategy, and tools to navigate change and achieve sustainable growth successfully.
To find out more about working with OpsWiz book your profitability audit now!
