This client needed to reconfigure their business model, offerings, or operations to better align with their revenue goals, lifestyle preferences, or market demands.
We partnered with a functional medicine practitioner who felt stuck in all aspects of her business, between marketing, sales and fulfillment. She was handling all the sales herself, followed by intensive one-on-one fulfillment sessions with high-ticket customers that spanned three to six months. The result was a bombarded calendar filled with client calls and constant demands, leaving her overwhelmed and unable to scale or enjoy her work. She was seeking a solution that would not only align with her revenue goals but also cater to her lifestyle preferences and reduce the daily stress of managing her business.
We restructured her business model by transitioning from a one-on-one fulfillment approach to a high-touch group coaching program. This new format allowed her to maintain the high value of her services while requiring significantly less time per week in client calls. The program was designed to deliver the same results as one-on-one coaching but with more drop-in touch points for clients, increasing their engagement and satisfaction while freeing up the practitioner’s schedule to focus on media and marketing.
In addition to the group coaching model, we identified additional income streams. This included an automated front-end product, and potential exploration of new verticals, such as integrating at-home lab testing into her offerings. These changes provided her with multiple revenue avenues to maximize profitability that did not rely solely on her time and direct involvement.
We worked closely with the practitioner to determine how she wanted to approach the sales process moving forward. Whether she chose to continue handling sales herself or hire a sales rep, we created all product lines with the intention of allowing her to transition out of the position when she was ready. This gave her the flexibility to scale the business on her terms and focusing on the parts of the business she enjoyed most.