Case Studies > Streamlining Business Operations for Female Entrepreneurs: A Case Study on Curate Well Co.

Streamlining Business Operations for Female Entrepreneurs: A Case Study on Curate Well Co.

Applicable Industries

Buildings
Cement

Applicable Functions

Logistics & Transportation
Sales & Marketing

Use Cases

Onsite Human Safety Management
Time Sensitive Networking

Services

System Integration
Training

About The Customer

Pia's customers are impact-driven female entrepreneurs with expertise in various fields, ranging from life and leadership coaching, to herbalism and chiropractic care, to personal training and fitness, to IT strategy, to marketing. These entrepreneurs are either emerging or established in their respective fields and are looking to scale and streamline their service-based businesses. They seek to make an aligned and authentic impact, live a life they love, and leave a legacy. They value the transformation they provide for their clients and are looking for ways to improve profitability and scale their programs without sacrificing this transformation.

The Challenge

Pia, the founder of Curate Well Co., was faced with the challenge of helping emerging and established female entrepreneurs streamline their service-based businesses. Her clients, whose expertise ranged from life and leadership coaching to IT strategy, needed help in executing their business strategies effectively. One of her clients, a Life and Leadership Coach and Consultant, was transitioning from a decade-long career to launching her own coaching business. She needed help with the strategy and logistics of this transition. Another client, an attorney focused on proactive planning, was looking to switch from the industry-standard billable hour model to a completely customized a la carte package model. Pia's challenge was to help these entrepreneurs improve profitability, scale their programs, and design their businesses to make an aligned and authentic impact.

The Solution

Pia's solution was to streamline the logistics of her clients' businesses to see their strategies through to fruition. She took her clients through a journey of strategy, structures, systems, and steps. For the Life and Leadership Coach and Consultant, Pia helped improve profitability and design her programs to scale. For the attorney, Pia helped switch her business model to a completely customized a la carte package model, with a proprietary spreadsheet formula to determine pricing. A key part of Pia's solution was automation. She used various apps like Slack, Typeform, QuickBooks, G Suite, Kartra, Gusto, Canva, Calendly, and Zoom to run her business. She used Zapier to connect these apps and automate her workflows, removing human error and manual monitoring from her standard operating procedures and weekly tasks.

Operational Impact

The operational results of Pia's solution have been significant. By streamlining logistics and automating workflows, Pia has been able to help her clients execute their business strategies effectively. The automation has removed human error and manual monitoring from her standard operating procedures and weekly tasks, allowing her to focus more on the human side of her business. This has resulted in more bandwidth to make human connections, advance long-term projects in the business, serve her clients and community with high-quality content, and build the Curate Well Co. culture. Pia's clients have seen rapid success, with one client gaining nine new clients in two weeks and making $31k in sales. Pia herself has seen her business grow to multiple six-figures in just over 14 months.

Quantitative Benefit

One of Pia's clients saw rapid success with nine new clients in two weeks and $31k in sales, with another $50k projected.
Pia saves 1-2 hours per week using Zapier, allowing her to focus more on the human side of her business.
Pia's business grew to multiple six-figures in just over 14 months.