Client Case Studies
Thriving THERAPY PRACTICE
PROJECT OVERVIEW
Jennifer Sneeden, LMFT is a six-figure psychotherapy coach who specializes in helping other psychotherapists build wildly successful six-figure private practices. Jennifer’s business was a single-led entity with no administrative or operational support in place. Despite having been in existence for years, with increased success year after year, Jennifer was still hesitant to hire an assistant.
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CHALLENGES
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Jennifer was overwhelmed with the backend of her operations and the many balls she was juggling starting to fall through the cracks. She needed someone to help her streamline all of the backend processes, support her clients, and manage the day to day operations so she could focus on servicing
current clients, getting new clients, and creating amazing products and training programs.
Dr. Stephanie May
PROJECT OVERVIEW
Dr. Stephanie May, Psy.d is a licensed psychologist, IMAGO certified relationship therapist, and specialist in working with people with eating and body struggles. Dr. May’s practice was a single-led entity with no administrative or operational support in place. Despite having been in existence for years, with two private practice locations, Dr. May was still handling every part of both practices by herself.
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CHALLENGES
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Dr. May was overwhelmed by the inefficiency in her practice and needed someone to help her streamline all of the administrative duties along with clinical responsibilities. She knew that both her practices were technologically outdated and needed an update/upgrade. She also knew that she needed to delegate many of the administrative functions so that she could focus solely on patient care.
Brian CARTER GROUP
PROJECT OVERVIEW
Brian Carter, is CEO of The Brian Carter Group, a multiple six-figure consultancy with world-class expertise using digital and social marketing and advertising to help their clients drive engagement, traffic, leads and sales. Despite having been in existence for over a decade, with increased success year after year, Brian and his wife were doing everything themselves in the business.
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CHALLENGES
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Brian was overwhelmed with the onboarding process for new clients, all the overdue invoices from clients, and his backend operations. He needed someone to help him streamline all of the backend processes, onboard his new clients, and manage the day to day operations so he could focus on improving the customer experience and lead generation process to drive revenue and continued growth.
