She Streamlined Her Sales Processes

"I'm so thankful to have someone who simply GETS ME on standby for when I have a million questions and can't get out of my damn head."

Before

Charlotte Rae, a Digital Community Consultant, spent the first few years of her business just 'getting by' without much direction. She worked long hours, including weekends, managing multiple social media marketing projects, which left her feeling overworked and burnt out. Her services weren't profitable, and she found herself saying yes to every client and project, even when it didn't align with her values or bring her joy.

Without boundaries or a clear strategy, Charlotte was stuck in a cycle of overworking, undercharging, and losing sight of why she started her business in the first place.

The Brief

Charlotte needed support to take control of her business and create a more sustainable and profitable model. She came to Rachel with a list of challenges, including: Sorting out her proposals, contracts, terms, and managing tricky client situations. Gaining confidence in selling her services and articulating her value online. Planning her capacity and raising her prices. Clarifying her vision and focusing on the services she truly enjoyed.

Charlotte was losing time and energy handling client relationships that lacked clear boundaries and structure. Without solid proposals and terms, she often found herself dealing with misunderstandings, scope creep, and unpaid work. This not only drained her but also left her feeling undervalued and unsupported.

The Solution

Charlotte joined Rache'l’s community of women in digital services which provides a collaborative, supportive environment where members share ideas, hold each other accountable, and work through challenges together.

Rachel also worked with Charlotte 1:1, offering tailored coaching to tackle specific issues and create actionable plans. This combination of community support and personalised guidance gave Charlotte the clarity and confidence to make meaningful changes in her business.

Key areas of focus included: Streamlining her proposals and onboarding processes using specialised software. Incorporating clear boundaries into her marketing and daily operations. Shifting her pricing model from low hourly rates to profitable package-based offerings. Creating a social media plan and launching an email newsletter series to build her audience. Clarifying her core services and focusing on her passion for community management and consulting.

The Results

Streamlined Proposals

She now uses a proposal software to outline terms and simplify onboarding, freeing up her time and mental energy.

Emphasised Boundaries

Charlotte integrated clear boundaries into her client interactions and marketing, boosting her confidence and improving her workflow.

Increased Pricing

She adopted higher, package-based pricing, significantly increasing profitability.

Expanded Visibility

She launched a social media content plan, booked time with a designer, and started an email newsletter series, landing new work directly from her emails.

Clarified Vision

Charlotte focused on the services she loves - community management and consulting - and created a business model that supports her long-term goals.

"One of my favourite topics Rachel talks about is boundaries. The learnings I've absorbed have made such a difference in my confidence and the day-to-day running of my business."

Post-Rachel

With Rachel's guidance and the support of Rachel’s community, Charlotte gained clarity, confidence, and control over her business. She streamlined her processes, raised her prices, set firm boundaries, and focused on the services she truly enjoyed. Now, Charlotte has a clear vision for her business, increased profitability, and the tools to tackle her ambitious future goals.

Charlotte is now working toward launching an online course to upskill community managers, securing speaking opportunities, and hiring her first team member.

"It feels bloody scary, but I know I need to do the scary shit to see more good changes and get closer to where I want to be."

Rachel in three words? "So damn grateful."