Scaling to Happiness

Case Study Stats.

The Story

We help wellness entrepreneurs grow bigger, better, and more beloved brands. I’ve been designing websites since around 2005. I started this business with my best friend—a graphic designer—and incorporated it in 2014. Initially, we spent a lot of time spinning our wheels because we didn’t know what to focus on. We were trying to provide everything to all of our clients—websites, social media, branding, email systems, and so on—and it wasn’t financially sustainable. There were panicky moments when we weren’t certain whether our clients would pay us that month. At one point, we were working for one week straight, eating our lunch at our desks and working through the weekend. That was when we realized that we couldn’t be the only ones doing this—we had to figure out how to replicate what we were doing.

I connected initially with WTS because it was available in book form. I’m an avid reader, and I loved reading it. While I already have a lot of systems I use in my personal life, the book helped me see that I need to translate that into the workspace as well. I needed to create simple, logical systems that my team could easily use and replicate. The first thing I worked on was accounting and invoicing, on which I used to spend around sixteen to twenty hours a week. The moment I converted all of that into step-by-step processes, I saved myself fifteen hours a week and also realized that I could hire others to do those processes even faster.

Today, we have a team of eight, both full-time and contractors. I have clear guidelines and clear processes, so my team knows what to do for each task, down to a specific plugin or piece of code. We also have designers using these processes and they’re perfectly in sync. This helps us work easily with remote teams now as well. WTS has helped us scale our business like never before, and we’re all much happier for it.

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