Root & Branch
A regenerative approach to mapping your business: see what’s working & what’s not right now and understand your biggest opportunities for sustainable growth
Your vision for your business is shifting. Maybe you’re pivoting, maybe you’re niching down, maybe you’re about to publish a book. Or maybe you want to continue to grow, without burning out. The business strategy that got you here, won’t get you there.
What you need now is a second pair of eyes on your business.
Here’s how you’d like to feel about your business:
Aligned | Energised| Grounded
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But here’s how you currently feel:
Like you’ve outgrown a business you once loved and now you’re not sure what’s next
Maybe you feel trapped on a draining launch roller-coaster
Or stuck in full-time 1:1 work which means you never have the time to scale
Let’s make a plan for a business you can fall back in love with again.
Kerstin Martin | Calm Business (former mentoring & messaging client)
“WOW! Sophy is pretty amazing -- think soul search + practical advice + integrity. In just one hour she made great suggestions for how I might manage a big business transition without feeling that I have to give up all my income and start from scratch again.
She is substantive, no-nonsense, a deep listener and able to move people along when they feel stuck."
Hi, I'm Sophy,
I work with experts: seasoned coaches, service-based business owners and course-creators who are ready for the next level in their business.
I'm a regenerative business coach, with two decades of experience as a freelancer turned small business owner.
My clients come to me when they’re on the cusp of change, often with big financial goals and a desire to expand their business, visibility and their reach, while deepening their authority. More ease, more spaciousness AND more income, all without exhausting marketing tactics.
Usually they’re either looking to double down on what’s already working (tighten their messaging, niche down, find a marketing strategy that doesn’t drain them) OR they’re planning to scale or pivot, looking to redesign their business from the ground up, with a different business model, offer suite or audience.
Danbee Shin | Business Mentor & Global Inclusion Expert (former copywrting client)
“I appreciated Sophy’s deep understanding of the online business space, because she immediately got what I was trying to do with my offer, and we could focus on how best to present it to my audience.
Because Sophy also values ethical and inclusive marketing, our discussions were so productive — I could share my ideas freely and get helpful feedback instead of getting stuck explaining why I don't believe in certain marketing and sales strategies (like I've done in the past with other coaches). It's so refreshing to get to collaborate with someone who values transparency and clarity over misleading jargon.”
Here’s how Root & Branch works:
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Reflection Questions
After you’ve booked your call, I'll send you a document with lots of questions, to make sure I have the context and detail I need to understand your business in depth. This is a big piece of work - but it provides the foundation for our call and for the strategy that we co-create during the session.
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Our 1:1 Call
In our 75 min Zoom call, we’ll look at the 360 of your business - what’s working well, where your bottlenecks and blind spots are, and the area with the most potential for new growth.
Come prepared to dig deep - and maybe have some of your assumptions gently challenged.
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The Plan
At the end of the call we’ll make a quick and dirty plan:
what to double down on because it’s really working
what to stop or outsource because it’s draining you or not moving the needle
what to focus on next for sustainable growth
You’ll also get a follow-up email from me 2 weeks later for accountability.
“I think I’ll look back at this as supporting an evolutionary shift in my business.
As a result of our work together I feel a whole new sense of potential. I also see myself and my work with fresh, outside eyes - and that's really interesting and expansive.”
Nicola Holmes | Life Coach (former messaging client)
Here’s exactly what you come away with after our time together:
Clarity on what to double-down on, what to drop and what to focus on next.
A sense of relief from having looked holistically, with an experienced business coach, at the whole scope of your business strategy, operations, marketing, sales and offer suite.
Clear next steps to start taking in the next week
“Sophy has a wonderfully supportive way of working. She encouraged me to hone in on what I wanted to create, shape how best to share it, and frame what I wanted to say with the people I want to work with in mind. It was a pleasure to work with her. She does this so well and so much more besides.”
- Freddie Wall | Facilitator and mentor (former messaging client)
Frequently Asked Questions
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Experienced, service-based business owners, such as coaches, with high-touch, 1:1 or small group programmes. It’s important for you to have had at least 2 years experience in your business (likely many more) for this to be useful to you.
I’ve previously worked with leadership coaches, nutritionists, massage therapists, public speaking coaches, content writers, web designers, business coaches, systems consultants, artists, meditation teachers, PR consultants, educators, health coaches and money coaches.
If you have a business which requires people to open their hearts to you in some way, then my approach should be a good fit for you. If, on the other hand, you manufacture widgets, or you’re a consultant who is tendering for big government projects, this won’t be the right fit.
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The pre-work reflection questions are a critical part of the process (and will probably take you a couple of hours to complete). Being able to read and mull over your answers in advance of our call gives me enough background information and context to be able to move quickly in the call itself.
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If you think this is just what you’ve been looking for, you can book and pay for your call. Make sure to book the call far enough in advance to give yourself time to fill in your answers to my pre-work questions for you (and for me to have some time to reflect on your answers).
If this sounds good, here are the next steps…
Book and pay for your call here. Just make sure when you choose your date that you allow yourself a few days in advance of the call to think about and answer my (lengthy!) reflection questions. I recommend giving yourself at least a week - the more thinking time you put in in advance, the more valuable the call will be.
You’ll get immediate access to your pre-call questions in the confirmation message on screen when you book your call.
And if you have any questions you’d like me to answer before booking, I’m very happy to answer them - just drop me a line at sophy@sophydale.com.