Overview
In the fast-paced world of wellness entrepreneurship, structure often becomes an afterthought — until the lack of it starts costing time, energy, and revenue.
Elena Brooks, a New York City-based wellness entrepreneur and retreat space founder, was running three interconnected brands: a physical studio, a CBD-based self-care product line, and a menopause-focused community. But behind the scenes, her business operations were scattered across multiple disconnected platforms.
Feeling overwhelmed and preparing for a new studio launch, she realized:
Scaling her vision would be impossible without foundational systems.
The Challenge
Elena's digital ecosystem was spread thin:
- Website hosted on Wix
- Email marketing through Constant Contact
- Product sales on Shopify
- Manual client communication via text, social DMs, and email threads.
With no central CRM, no automated workflows, and no reliable follow-up process, Elena was:
- Losing valuable leads
- Spending hours on manual admin
- Facing inconsistent client experiences
- Feeling trapped by expensive, redundant subscriptions
“It felt like I was running three businesses separately. Nothing was connected.”
Worse, with her upcoming studio launch, the cracks were widening — and the window for change was closing.
The Strategic Solution
We designed a Unified Business Infrastructure Blueprint centered on three pillars:
1. Consolidation
- Migrated Elena’s digital operations into a single CRM (GoHighLevel platform).
- Unified her website, email marketing, SMS communication, and client intake forms.
- Reduced tech expenses by eliminating multiple third-party tools.
2. Automation
- Built automated workflows for client onboarding, product promotions, and membership engagement.
- Created nurture sequences to build deeper relationships with new contacts.
- Set up dashboards for tracking sales, website opt-ins, and appointment bookings in real time.
3. Ownership & Empowerment
- Ensured Elena retained full ownership of all assets: website, CRM, emails, SMS lists.
- Provided collaborative training sessions, SOPs, and ongoing support to make the handover seamless.
- Shifted Elena from being dependent on outside tech support to being in confident control.
Why Elena Moved Forward
Elena decided to invest because:
- She emotionally resonated with the idea of owning her brand again rather than feeling at the mercy of tech.
- She logically saw the benefit of saving money and simplifying her operations.
- She trusted the process because every step was explained clearly and customized to her unique business needs.
- She felt urgency with her upcoming studio move-in date, recognizing that delay would cost her critical early momentum.
“This is the first time I feel like my business is built for where I’m going — not just patching where I’ve been.”
A Photo of H&M's Global Leadership Executive Team
