Jodie Heffren, Rooted Woodland
It all begins with an idea.
Case Study: Jodie Heffren - Refining and Amplifying Jodie’s healing retreat in the woods
The Work: Cultivating Growth and Transformation with Strategy and Systems
Meet Jodie, a compassionate Registered Nurse with over 17 years of experience, whose journey of healing and transformation led her to retreat to the serenity of the woods alongside her husband, also a first-responder, and their two young daughters. Nestled in the heart of the Blue Mountains, Jodie discovered solace and inspiration amidst the tranquil beauty of her 42-acre forest property, aptly named Rooted Woodland.
As the founder of Rooted Woodland, Jodie offers a variety of events and services aimed at nurturing holistic wellness and personal growth. At her woodland sanctuary, Jodie facilitates Contrast therapy sessions, inviting guests to experience the rejuvenating benefits of cold plunge and sauna amidst nature's embrace. Additionally, she hosts breathwork and personal development workshops, providing a space for individuals to explore inner healing and self-discovery.
Despite her clear vision and passion for creating transformative experiences, Jodie found herself grappling with the challenges of technology and the pressures of trying to help everyone who knocked on her door. As she sought clarity on the direction of her business, she realized that navigating the intricacies of tech and managing interpersonal dynamics were hindering her progress, leaving her feeling overwhelmed and stuck in the weeds.
In the midst of this journey, Jodie recognized the need for strategic support and guidance to steer her business towards its fullest potential. It was at this pivotal moment that she turned to Coworking Days, seeking the collaborative expertise and focused assistance needed to overcome obstacles and propel her vision forward. Join us as we delve into Jodie's transformative experience with Coworking Days and discover how strategic collaboration paved the way for her business growth and personal fulfillment.
Project Goals: Ease, Efficiency, Clarity
At the outset of our collaboration, Jodie and I established clear project goals aimed at refining her business strategy and enhancing operational efficiency. Key objectives included:
Defining Ideal Client Avatars (ICAs) for each service
Mapping out pricing structures and onboarding strategies
Enhancing clarity regarding target audience and value proposition
Busting through tech-blockers
Creating automated systems for client onboarding
The Coworking Day, at a Glance:
STEP 1: Comprehensive Preparation
Before embarking on the Coworking Day journey, meticulous preparation sets the stage for success. Here's how Jodie and I laid the groundwork:
Prep Form and Preliminary Call: Jodie completed a comprehensive prep form, followed by a 30-minute preliminary call. This ensured that both parties entered the session with a clear understanding of goals and objectives.
STEP 2: THE Coworking Day
Our Coworking Day kicked off with a warm welcome and refreshments at the picturesque Lora Bay Clubhouse, setting the stage for a productive and collaborative session. Here's a glimpse into our day:
Reviewing Ideal Client Avatars (ICAs): We dove into detailed discussions to define ICAs for each service, ensuring a deep understanding of Jodie's target audience and their specific needs.
Building Concise and Detailed Service Offerings: Acting as the NorthStar of Jodie’s Business Plan, we took her year’s worth of iterations and learnings to format a refined and detailed outline of all Rooted Woodland offerings. These include ICAs for each offer, pricing, inclusions, exclusions, and prose descriptions. We took it a step further and mapped out the customer journey for each service.
Constructing Website Wireframe: With clarity on target audience and services, we embarked on constructing a website wireframe within Jodie's web builder, streamlining the site's structure and enhancing user experience.
Customizing Client Contracts: Concurrently, Jodie began customizing client contracts within existing templates, ensuring legal compliance and personalized client interactions.
Providing Real-Time Technical Assistance: Throughout the day, I offered real-time technical assistance and support, addressing any challenges Jodie encountered with her website platform and tech tasks.
Fostering Collaboration and Creativity: Amidst our productive sessions, we enjoyed snacks, laughter, and brainstorming sessions, fostering a dynamic and collaborative atmosphere conducive to innovation.
“Thank you
I spent some time down at the water. I feel really good. Exhausted, but good! I hven’t felt like this in a long time.
I’m grateful to have you on my team!”
STEP 3: Follow Up
As the Coworking Day draws to a close, it's essential to reflect on achievements and ensure continuity in the journey towards business growth:
Reflection and Strategy Documentation: We take a moment to reflect on our accomplishments and ensure that all predetermined goals have been met. Within 24 hours, Jodie receives an 18-page strategy document outlining her next steps, providing her with a clear roadmap for implementation.
Follow-Up Call: In a couple of weeks, we officially wrap up our collaboration with a 30-minute follow-up call, ensuring continuity and support as Jodie implements her action plan.
Outcome: Clarity, Calm, Fierce Dedication to her mission
Jodie's journey exemplifies the transformative power of collaborative support and strategic guidance provided by Coworking Days. Through focused efforts, clear communication, and a shared commitment to success, we were able to propel Jodie's business forward and set the stage for future growth. Ready to accelerate your business growth? Let Coworking Days be your partner in success.
Marie Lampropoulos, Free with Marie
It all begins with an idea.
Case Study: Marie Lampropoulos - Transforming Legal Expertise into a Personal Brand
The Work: Brand Development, Launch, and Program Innovation
Marie Lampropoulos, a seasoned corporate lawyer, approached our collaboration with ambitious goals — to help fellow lawyers transcend the traditional possibilities within a legal career path by establishing her distinctive personal brand. Our journey encompassed comprehensive brand development in collaboration with Creative by Caitlin, a successful brand launch in community with The Monarch and Co, and the creation of a groundbreaking coaching program tailored for lawyers navigating career shifts.
“Working with Jessica by and far exceeded my expectations. She gave my business life; it was nothing more than idea before we started working together...
-Marie
Project Goals: Elevating Marie's Legal Journey
Launch a Personal Brand for Legal Professionals:
Our primary goal was to successfully launch a personal brand that showcased Marie's expertise in the legal field while establishing her as an authority in a broader career advisory role.
2. Create a Lead Magnet for Building Trust:
To build know, like, and trust within her audience, we developed a compelling lead magnet. This resource not only demonstrated Marie's authority in the legal domain but also positioned her as a valuable resource for those navigating career shifts.
3. Build a 1:1 Coaching Offer and Sales Funnel:
Crafting a personalized coaching offer was a pivotal milestone. We designed a 1:1 coaching program tailored to Marie's strengths and the specific needs of her target audience, accompanied by a strategic sales funnel for seamless client acquisition.
4. Develop a Signature Program Framework:
The culmination of our efforts resulted in the creation of a signature program framework. This comprehensive program positioned Marie as a mentor and guide for legal professionals seeking career evolution, solidifying her position as an industry leader.
The Services Utilized: A Tailored Approach
Website Consultation: Crafting a Digital Identity
Our initial engagement involved a meticulous Website Consultation, where we dissected Marie's vision, values, and aspirations. Through collaborative sessions, we crafted a digital identity that not only reflected her expertise but also resonated with her target audience.
2. Think Tank Session: Ideation and Pedagogy
The Think Tank Session was the finale of our collaboration. In this intensive session, we delved into Marie's signature program goals, identified required learning and value for her clients, and co-created both her 1:1 coaching syllabus as well as her full signature program. The synergy generated during this session laid the foundation for a robust service and product offering, which started selling the moment she launched it on LinkedIn.
3. Collaborative Connections: Expanding Networks
Leveraging Collaborative Connections, we strategically connected Marie with industry influencers and thought leaders. These alliances not only strengthened her network but also positioned her as a thought leader in her niche, amplifying the impact of her personal brand.
“...what really blew my away was our Thank Tank session. At the beginning of our session I had a cloudy concept of the program I wanted to create and by the end I had a clear, cohesive, and detailed coaching program that I feel confident and excited about sharing with the world.”
Outcome: A Flourishing Brand and Additional Revenue Stream
Marie's successful brand launch and coaching program development not only garnered attention within legal circles but is also transcending into broader career advisory spaces. Today, Marie stands as a testament to the transformative power of strategic brand development and purposeful program innovation.
Jaime Armstrong, An Evening With My Therapist
It all begins with an idea.
Case Study: Jaime Armstrong - From Psychotherapist to Captivating Public Speaker on a Mission
The Work: Establishing a Presence on the Stage
Jaime Armstrong, a dedicated Registered Psychotherapist, entrusted me with the exciting challenge of elevating her presence as a public speaker. Our collaboration exceeded our initial vision, culminating in the creation of not one, but two impactful stage performances within five months, and raising $5000 for a local women’s shelter.
Project Goals: Shaping Jaime's Stage Presence and Beyond
Our primary goal was to bring to life Jaime's vision for her first stage performance — "An Evening with My Therapist." This innovative production blended the elements of a TED Talk with the engaging appeal of stand-up comedy, offering a unique approach to busting stigmas around mental health.
Build a Team of Contractors: Orchestrating a Seamless Production To turn Jaime's vision into reality, we set out to build a dedicated team of contractors. This collaborative effort involved assembling experts in creative direction, event logistics, marketing, sponsorship, audiovisual support, and guest experience to ensure the success of both shows.
Launching her Public Speaking Career Beyond the stage, our focus extended to spotlighting Jaime as an authority in the field of outdated mental health education. This initiative included strategic marketing efforts, media engagements, and positioning Jaime as a sought-after speaker for future events.
The Service Utilized: Thought Partnership
Nurturing Creativity and Impact Jaime's transformation began with a custom Thought Partnership package, where we explored the intersection of psychotherapy, storytelling, and public speaking. This all-encompassing service navigated every aspect of her stage performances, including but not limited to:
High-Touch Communication: Weekly meetings, voice-text support in the style of a fractional COO
AEWMT Producer: Dedicated oversight for the entire production.
Creation of a Roadmap: Charting the course for the entire duration of the agreement.
Coordination of Sponsorship Onboarding: Handling sponsorship forms and delivering results to marketing materials.
Venue and Trades Coordination: Booking venues, tech support, and theater logistics.
Consultation with Marketing Team: Collaborating on art direction, promotional campaigns, and necessary materials..
Day-of Facilitation and Pre-Show Rehearsals: Ensuring seamless execution and up to two pre-show rehearsals.
Post-Show Evaluation and Planning: Reflecting on the performance and planning for future steps.
Post-Show Email/Survey: Gathering valuable feedback and insights.
“Jess holds the vision and her expertise in so many areas makes her an incredible business collaborator! I cannot imagine not having Jess as part of my business and have created a budget line just for her! Thank you Jess for producing a stellar event as well as for believing in me!”
Impact Beyond the Stage: Advocacy for Domestic Violence
Jaime's second show took on a special emphasis, shedding light on the domestic violence crisis in Canada. Through ticket sales and sponsorships, the event raised $2500 for My Friend's House, a non-profit agency supporting abused women in the Georgian Triangle. This amount was matched, resulting in a total donation of $5000.
Beyond Expectations: Taking the Shows on Tour
The impact of Jaime's public speaking events spread wider than she could have ever imagined. The success of her performances not only established her as a thought leader but also allowed her to contribute significantly to a cause she deeply cares about. Inspired by this success, Jaime now plans to take her shows on tour, extending her reach and influence.
Jaime Armstrong stands as a testament to the transformative power of embracing new avenues within one's profession, as well as the transformative power of strategic planning and comprehensive support. If you're ready to explore new horizons in your career, let's connect!
The Institute of Southern Georgian Bay
Almost 2 years of Thought Partnership has taken this volunteer-driven, non-profit organization out of start-up mode and into on-going enterprise.
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
Don’t worry about sounding professional. Sound like you. There are over 1.5 billion websites out there, but your story is what’s going to separate this one from the rest. If you read the words back and don’t hear your own voice in your head, that’s a good sign you still have more work to do.
Be clear, be confident and don’t overthink it. The beauty of your story is that it’s going to continue to evolve and your site can evolve with it. Your goal should be to make it feel right for right now. Later will take care of itself. It always does.
Melissa Enfield, The Schoolhouse Collingwood
It all begins with an idea.
Case Study: Melissa Enfield - Pioneering Collingwood’s Movement Community
The Work: Launching The Schoolhouse Collingwood
Melissa Enfield, a passionate Movement Instructor, embarked on a groundbreaking venture — the launch of Collingwood's first-ever dedicated rental studio space, The Schoolhouse Collingwood. Our collaboration involved strategic Thought Partnership to turn Melissa's vision into a thriving reality.
I knew I needed help with my business plan. I knew Jessica had the skills to help me. What I didn't realize was how indispensable she would be to my overall development as a woman in business.
-Melissa Enfield-Johnson
Project Goals: Shaping the Future of Movement Instruction in Collingwood
Launch a Dedicated Rental Studio: Our primary goal was to bring to life Collingwood's first-ever dedicated rental studio for a vibrant community of movement instructors. This involved meticulous planning and execution to create a space conducive to diverse movement practices.
Build and Nurture a Team of Support: To support legal and website needs, we worked on assembling a dedicated team of professionals. This collaborative effort ensured that legal aspects were addressed, thanks to Locicero Legal, and the website reflected the essence of The Schoolhouse Collingwood, thanks to the talents of Creative by Caitlin.
Support Systems Development and Standard Operating Procedures: The establishment of robust Systems Development and Standard Operating Procedures (SOPs) was vital for the seamless functioning of the studio. We worked alongside Melissa to develop efficient systems that upheld the vision and values of The Schoolhouse.
Advise on Marketing Schedule Creation and Instructor Onboarding: Crafting an effective marketing schedule was crucial for attracting instructors and clients alike. I provided strategic advice on marketing initiatives and streamlined the onboarding process for instructors, fostering a sense of community from the outset.
“Jess doesn’t just help you put your big dreams into action, she teaches you HOW to put your big dreams into action. I appreciate the spreadsheets, timetables, marketing tips, design advice, creative leads and countless times she talked me off the ledge”
The Service Utilized: Thought Partnership
Operations and systems-thinking were key to Melissa’s custom Thought Partnership package, where we worked side-by-side from obtaining the keys to the rental, to opening the doors to this community-focused initiative. This all-encompassing service navigated every aspect of her business launch, including but not limited to:
High-Touch Communication: Weekly meetings, email and text support
Creation of a Roadmap: Charting the course for the entire duration of the agreement.
Collaborative Connections: Expanding Melissa’s professional network to offer her top-notch support across all of her start-up needs
Creation of Onboarding and SOPs: From advising on overall business structure to the nitty gritty member onboarding, Melissa had my support as a Fractional COO
A space that suites instructors of all modalities: Yoga, Pilates, Barre, and Dance, and is also the perfect backdrop for intimate workshops.
Outcome: The Birth of The Schoolhouse Collingwood
Through our Thought Partnership and collaborative efforts, The Schoolhouse Collingwood emerged as a vibrant hub for movement instruction. The studio not only filled a gap in the Collingwood community but also became a testament to Melissa's dedication and our collective vision.
Melissa Enfield's journey showcases the power of strategic planning and thoughtful execution in establishing a pioneering venture. If you're ready to bring your vision to life, let's connect and explore the possibilities for your next venture.
“But what I truly value is that because of Jess, I can now do those things (well, most of them) myself. And trust me, that is a small miracle. She’s a teacher, a cheerleader and a business partner all in one. Her services were literally the best and most important money I spent in start up. I can’t recommend her enough.”