Suzanne's Story – From Practice to Business

Suzanne is a successful business coach and marketing expert. She’d worked hard to build her coaching practice to almost full capacity. But as her name and reputation grew, she knew she needed to make a major change in her business to take advantage of her popularity.

The obvious solution was to move from a practice to a business. That meant hiring trained experts to help serve the bulk of her clients while she concentrated on building her brand and pursuing higher-level business.

While this idea appealed to her, the practical aspects were daunting. How could she keep track of which clients met with which experts? Who would do the scheduling? How could she keep track of various price points? As importantly, how could she ensure enough feedback to make good business decisions for the future?

Then Suzanne found out about Shared Expertise, a platform that effectively scales from managing a sole practitioner, to teams of experts and large client volumes. The platform allowed her to create an interface that she could customize for different types of clients and different price points. It allowed her customers to schedule themselves with the right experts, keep track of their progress and their time spent with each member of her team, as well as allowing the clients to provide confidential feedback on the quality of their sessions.

In short, it allowed her to effectively manage both her team and her now large volume of clients, which meant she could scale from a practice to a business without the expense of an office and associated overhead. More importantly, the platform provided her with valuable, up-to-the minute data on what areas of her business were most profitable, as well as which of her experts had the highest approval ratings with clients.

As a result Suzanne’s business has reached levels of profitability she hadn’t dreamt of when she had her own coaching practice, and she was able to successfully scale up on her own without having to hire expensive administration staff.