Co-Founded Virtual Assistance Agency

Client Overview

The company was founded by a former high-achiever who had climbed the ladder to her dream job—only to realize that it wasn’t the dream after all. Burnt out and ready for change, she envisioned a new chapter supporting entrepreneurs through project management and operations, but didn’t yet know how to turn that vision into a viable business.

The Challenge

Stepping into entrepreneurship brought both excitement and uncertainty. She faced several key challenges:

• Lack of clarity on how to launch a business from the ground up.

• No defined systems for client acquisition, pricing, or service delivery.

• Uncertainty about her ideal client profile and how to connect with them.

• The need for a mindset shift from burnout to possibility, play, and sustainable progress.

Her goal was to design a business that felt aligned, profitable, and spacious—built with intention and rooted in service.

Strategic Action Plan

We worked together to establish a strong foundation for growth:

• Operational Systems: Created streamlined systems for onboarding and working with clients, including scripts, templates, and delivery frameworks.

• Pricing and Experience Optimization: Restructured pricing to reflect the value of her services and improved the client experience from start to finish.

• Ideal Client Clarity: Identified and refined her niche to focus on serving coaches, consultants, educators, facilitators, and other leaders.

• Mindset Coaching: Cultivated a new mindset grounded in creativity, confidence, and permission to build a business her own way.

The Results

Her success was swift and deeply rewarding:

• Revenue Milestone: Met her monthly income goal within three months of launch.

• Niche Definition: Clearly articulated her target market and tailored services to match their needs.

• Team Expansion: Grew from a solo operation to a team of two contractors.

• Client Demand: Filled her roster, developed a waitlist, and began receiving regular referrals.

• Sustained Growth: Surpassed her original revenue goals and consistently delivered high satisfaction to clients.

Conclusion

The company transformed from a seed of an idea into a thriving, values-aligned business. This case study highlights the power of combining structure with heart—and shows how fast clarity, systems, and confidence can generate meaningful results.