But the numbers just aren’t adding up to reach that next big goal.
The real reason behind the cancelled members, team turnover and backlogged customer issues?
It’s process and systems.
Some clients call you perfection, others call you a genius – and of course they’re right.
Your marketing plan brings you leads and sales each month,
but real talk – behind the scenes, things don’t feel like magic…
Let’s not forget that decision fatigue anytime you implement to a new system or process.
Analyze your customer journey including existing systems and review retention metrics, and revenue goals.
Define your key quarterly and annual business goals for retention
Strategically partner with you to develop a plan of action to tackle new changes in process, systems, or support for your internal team or clients
Implement strategic initiatives with support
Review your goals quarterly to help bridge the missing gaps of what’s working and what’s not
Embrace feedback as growth and iterate quickly
Need to train a team member or streamline your client management support? Here’s a list of systems we plan on diving into!
We’ll be adding to this list as we go, but members get first priority templates and training requests.
Inside, the Recurring Revenue membership, you’ll get access to the support, systems, and training to build and grow a deeply restful and scaled agency, membership, or group program.
Get plugged into the magic of the community!
Scale with ease.
Support more customers.
Grow your revenue.
In this curriculum, you’ll follow our step by step guide to map out the entire customer journey from lead to brand advocate
Delivered live June 2022
In this curriculum, you’ll identify key areas of opportunity for your customer onboarding, help documentation, and support tools and systems maximizing work productivity.
Delivered live July 2022
In this curriculum, you’ll receive training around setting up client management process for your group program, membership or agency including how to broach tricky conversations, enable your team members to successfully run projects for you, and save you valuable time!
Delivered live August 2022
Our next retreat is waiting for you! Join other members and business leaders for an intimate in-person experience.
All members are eligible for discounted pricing for the next retreat happening in Phoenix, Arizona*.
Audit systems, outcomes, and lessons all in one place with the Group Program Analysis template perfect for your program or operations manager, curriculum specialist, or training and development team.
Plug-n-play the same Clickup template I use to help 6-7 figure business owners support their group program or membership customers achieve goals consistently without burning out.
Get access to a library of on-demand curriculum to create and grow your on-demand course biz including:
+ The Digital Product Toolkit – Create and launch your online course in less than 30 days
+ The Template Library – Access SOP Google Doc and Canva templates for lead generation, program development, and marketing for you + your team
+ Course Funnel Jumpstart – Step by step training on how to automate to setup your sales funnel
+ Content to Course Conversions – Download my clickup template and trainings to create content that converts
+ Connect + Close – Connect with your audience via email marketing. Setup your email systems for success.
Download and customize Canva workbook, social media graphics, and slide deck templates for your online course, membership, group program, or internal training.
I’m like the human version of Zapier. I connect thought leaders with people, tools, and training that boost recurring revenue. Call me Houdini, because I’ll magically make some of your tasks disappear.
Friend, if things are running well in your business – I can make things run faster, smoother, and free up even more of your valuable time.
I hold a Master’s Degree in Instructional Design and am a Certified Customer Success Manager. I’ve worked in large scale training and development teams and supported startup founders with a focus on Edtech.
Ready to be deeply rested AND grow a sustainable business?
We migrated from Facebook groups recently and created a new community app where you can get notified when events occur and make connections easier all from an app on your phone.
Great question! Our live trainings and office hours are held during the 9-5 pm PST time zone. You can still access on-demand resources, however most of our calls and support availability are centered around this time zone.
You’ll still get access to the training resources on-demand once they are delivered live.
The cancellation process is easy and no-hassle. We’ll kindly ask for some feedback (because of course – process improvement is our favorite) – and then you’ll be on your way!
Yup! The folks that will benefit from this membership have a product or program that sells, but need help with customer success and process.
I’m so glad you asked! I love Thai tea, especially if it has bubbles. Honestly, I’m also a fan of drip coffee too.