Meet Ericka: From Using Only Venmo to Onboarding 20+ Clients with Ease

SYSTEMS W/ SAM

Meet Ericka: From Using Only Venmo to Onboarding 20+ Clients with Ease
I've loved working with Ericka and watching her evolve her business into a fully functioning and thriving biz. Learn more about her story and how we partnered together to scale her business with systems!

Before: 

  • Overwhelmed managing a 9-5 schedule and juggling clients
  • Using Venmo for payments, no onboarding system 
  • Spinning out of control: no organization, no time to implement new ideas
  • A desire to get organized, grow & scale her business with no idea where to start

After:

  • She finally quit her 9-5 and went all-in on her business!
  • She streamlined onboarding & invoicing systems for her 1:1 clients 
  • Launched her group coaching program 
  • She’s created more space for creativity & is excited about the future of her business

AHA MOMENT:  

“Working with Sam to get my systems in place helped me to finally THRIVE.”

– Ericka

I’ve loved working with Ericka and watching her evolve her business into a fully functioning and thriving biz. Learn more about her story and how we partnered together to scale her business with systems!

Meet ✨ Ericka ✨ A Movement and Nutrition Coach based in Denver.

Ericka is another one of my happy clients who helps women get fit as f*ck (without it having to suck)

Sounds awesome, right?!

Like many of my clients, when Ericka came to me, she felt extremely overwhelmed with her biz – she was also working a full-time job – while operating her business on the side.

Her biz was growing fast, so she felt like it was spinning out of control. She put off setting up the ‘business’ part of her business because she didn’t know where to start and how to do it the most effectively the first time around.

She was using Venmo for her main method of payment processing (which quickly became a mess of who-has-paid-what-when) and was missing streamlined systems to organize her client base so she could easily onboard and work with new clients.

She knew something was missing and found herself often lost in overwhelm while trying to juggle her 9-5, her clients, and her everyday life at the same time. 

She knew there had to be a way to get organized in her business, to ditch her 9-5 for good, and begin to grow the business to support her dream lifestyle. 

The problem was she had no clue where to start or what exactly she would need to make the shift that would set all of this in motion.

The crazy thing is, Ericka is a pretty organized person – but when it came to setting up business systems, she felt completely lost on where to start and what would be best to get her the results she needed.

If this sounds all too familiar, and you’re struggling to figure out how to best set up the back end of your biz, with no idea where to start, you’re not alone.

The good news is, I’m here to help. 

It’s completely possible to be an organized person and to be an expert in your field, but still have no idea where to get started in setting up your systems for success.

If you’re having difficulty managing your client workload, in addition to a 9-5 or additional job you’re trying to transition out of, and you’re craving more consistency, ease, and flow in how you work, this is for you.

It’s time that your systems support you – rather than work against you. 

It’s time to say goodbye to processes that are costing you valuable time and energy.

It’s time to shift, grow and scale your business to the next level in 2023.

Here’s a glimpse of Ericka’s life as an online biz owner BEFORE we implemented systems: 

  • She felt stuck in overwhelm managing both her 9-5 schedule and her clients
  • Her online systems consisted of using Venmo for payments, with no onboarding system 
  • She had a ton of valuable ideas with no way to implement them, as a result of being stuck in overwhelm 
  • She felt out of control in her business; she knew she needed help but had no idea where to start or what tools she’d need
  • She had a strong desire to work smarter, not harder, and was exhausted by an endless cycle of trying to play catch up

The truth is, this is how most new online entrepreneurs start out. 

And, it’s OKAY.

You don’t have to stay stuck. 

It’s possible to reclaim more of your precious time and energy and create more space for creativity and growth. 

Now more than ever, it’s more possible to get organized in your online business in a way that feels supportive and aligned for you.

Together we can partner to identify your priorities and systems specific to your business needs.

Once Ericka made the decision to start implementing systems and get organized in her biz, things began to shift for her in a major way…

The best part is it doesn’t have to be overly complicated to manage the backend of your biz. 

My favorite thing about creating results for my clients is helping them to discover simplicity and ease in managing their businesses.

The Turning Point: 

  • We implemented ClickUp, a project management tool to organize her ideas and tasks
  • We connected a payment processor and streamlined her payments to ONE main source that auto-recharges her clients each month. 
  • We designed an onboarding process for her new group program: including a welcome email AND automation to add to her personal training app!

Once we determined her business’s system needs, the rest is history…

Ericka was ultimately able to create more space in her business to grow with ease in the way that she only dreamed of before!

She stopped feeling stuck in the cycle of overwhelm. 

She grew confidence in managing her clients and created more time for more high-level tasks and creativity.

Envision finally creating the results you want in your business this year. 

Consider:

  • How do you want to feel when managing your business in 2023? 
  • What do you want more time for?
  • What do you want to spend less time doing?
  • What is your zone of genius – and how can you set yourself up to spend the most time in that?

The Results:

  • Ericka finally quit her 9-5 and well all-in on her business!
  • She now has streamlined onboarding & invoicing systems for her 1:1 clients 
  • She’s launched her group coaching program 
  • She’s created more space for creativity & is excited about the future of her business
  • She’s spending more time on the parts of her biz she enjoys
  • She now moves forward quickly with new ideas because there are no more roadblocks!

Now, Ericka is THRIVING – she’s quit her 9-5, launched her group program, and has even hired a team! 

She now has a content team, an online biz manager, AND a community manager so that she can focus on the aspects of her business she loves the most and can enjoy more freedom and time in her everyday life to do all the things she loves. 

Go Ericka! I’ve seriously loved working with Ericka and watching her evolve her business into a fully functioning and thriving biz.

If you’re ready to grow and scale your biz with ease like Ericka, watch this free masterclass to learn the 3 Key Systems you need to scale to six figures sustainably!

If you want to learn more about Ericka, head on over to her Instagram.

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