THE SCALE IT EXPERIENCE

The Scale It Experience is a custom process I've developed over 20 years of building digital businesses to handcraft a plan designed to take you from where you are today to where you want to be in the next 12-18 months.

It's also the process that has compelled over 60% of my private clients to say that working with me has been the best investment they've ever made in their business. Ever. That's high praise right there.

 

Scale It is broken down into 4 components, each designed to laser focus on exactly what your business needs today:

1. DESIGN

Design is my chance to take a deep dive into your business and show you what's actually working for you - and what's not. This is where I create magic - I understand businesses, I understand market dynamics and I understand what makes a business tick better than anyone else.  

You'll walk away understanding at a deep level what’s really making your business work, what's holding you back (this is usually a big surprise and a-ha to my private clients!) and what you’re missing entirely that will make it work even better.

More importantly, you'll also walk away with a business model and action plan that tells you exactly what to do next to reach your goals.

Over and over again, this is the step that blows my private clients away. They’ve made money, they’ve built a business - and yet after I walk them through this stage, the clarity and understanding of what they’ve actually built explodes - as does their opportunity for taking it all to the next level.

2. CONNECT

Connect builds on Design because now that we know - I mean truly know - what makes your business tick, my attention will turn towards your customers and clients and the experience and journey you've created for them. We'll dive in to discover who your best customers really are (again, this tends to surprise many of my clients), how to best serve them and how to create a customer journey that creates a transformational experience for your customers while also serving your profit goals.

3. DELIVER

Deliver is where the rubber really starts to hit the road. Now that we understand the fundamentals of what’s making your business work and we have a brand new perspective on who your customers are and how you can structure your business to help them the most, it's time to put it all together and design the plan of how to apply that to your offers and services.

What products and services should you be offering, and when? When should you be selling what, and how? How should you approach your visibility and lead generation efforts? I'll design a custom plan for you, and you'll know exactly what to do and when to do it.

4. SCALE

Scale is where it all comes together and I show you exactly how to take everything from the initial 3 phases and combine it with efficiency and development systems to experience true scale. Here we'll talk about everything from product and customer development cycles to team building and how to step into your CEO role. 

 

the SCALE it experience includes:

+ Scalable Business Model Blueprint with specific Next Steps

You'll receive a custom-designed Business Model Blueprint that explains exactly what you should do, when you should do it, and (most importantly) why you should do it. Think of this document as the users guide to your business - it will serve you to tell you what you need to do today and in the next several months, and also serve as a guide for years to come.

+ Customer Journey Design + Customer Lifetime Value Optimization

You know that buyers buy, right? That your best conversion rates come from offering new products to current customers? Even if you did know that - are your products and services lined up to maximize on that? This design will look at your current product ecosystem, historical customer data (*assuming you can make that data available) and give you detailed recommendations on how to fill holes in your product ecosystem to ensure you’re maximizing on your customer lifetime values. Includes pricing analysis of current and recommended product where needed.   

We'll also dive into your Product Mix to make sure you're not missing any opportunities here.

+ Team Optimization

A big piece of preparing to grow is making sure your team is ready to come along with you. We'll develop accountability charts, optimal organizational charts, job descriptions, and find the holes in your current team that need filling. The goal is to have you acting like a CEO and your team knowing exactly what they need to do to support you and the organization's goals.

+ Behavior-Based Segmenting Plan (when appropriate)

Everyone’s busy and everyone is inundated with way more email and digital noise than they can process, and you’d be surprised how many people miss out on working with you because they get distracted and forget to return to your email, sales page, offer, all of it. I’ll create a customized plan for you that greatly reduces distraction by tracking your visitor’s behaviors and offering up personalized, behavior-based follow ups that deliver exactly what your visitors were looking for at exactly the right time.

This is powerful stuff that’s been shown to increase conversion by up to 50%. If you already have evergreen funnels working, behavior-based segmenting is worth your time to understand and get right. This is the gold that turns profitable online businesses into empires but it takes focus and patience to pull off correctly. If that’s you, you’re in for a big treat. 

+ KPI Analysis

Get clear on what your most important KPI’s (Key Performance Indicators) are, why they’re the only things you need to focus on in order to reach your scaling goals and HOW exactly to set yourself up so you are focused on them and only them.

+ Custom Conversion Tracking Spreadsheets & Resources and User Guides

Have everything you need to confidently track your KPI’s, the progress of your scaling efforts and know immediately what’s working and what’s not (and what to do about it).

+ Tech Recommendations

It’s a fact of online entrepreneurial life that when you get ready to scale or shift your business model, you may have to look at adding or changing your current tech suite. Changes in email providers, membership platforms, shopping carts - none  are fun, and I don’t take them lightly. But I’m also not going to give you a plan that you can’t pull off with your current tech suite.

We’ll go over exactly what you use now, what’s really needed to get you where you need to go, how disrupting any changes would be, and I’ll give you a list of recommendations that both get you where you want to go and cut down as much of the transition crazy as possible.

+ Bonus Implementation Experts and Resources as Needed

There's no point in designing a plan that you can't implement, so when and if I see a need to bring in an additional expert or resource to help you prepare to implement, I will. This means project managers, curriculum design experts and even mindset strategists - if you need it to get the most out of your plan, I'll bring them in.


"Michelle is a powerhouse of a business woman!"

Carrie Contey.png

After seven years of running a successful online program called Evolve, I decided it was time for a shift in how I do business. I wasn’t sure how to make that happen on my own so I reached out to Michelle for support and guidance on creating a clear, sustainable and profitable path forward. 

With Michelle’s masterful help, I went from having a big idea, to creating a plan, to having the offering up and running in less than six weeks.

I felt supported and steadied as I made a whole lot of stuff happen (a new website, getting a daily email offering up and running, figuring out how to promote my paid offerings in a way that felt natural and just right for me) in a relatively short amount of time. 

Michelle heard every word I said, validated my vision and cheered my on every step of the way.

Michelle is a powerhouse of a business woman! I felt like I was in the best hands possible because she bring her years of experience and a deep intuitive knowing to the table. She was excited with me and for me and as a sole practitioner, it felt great to have her as a coach, guide and teammate. 

I feel so satisfied with the work we did together.

CARRIE CONTEY

FOUNDER AND CEO, CARRIE CONTEY, INC.


How The Scale It Experience Works

+ After you sign up you'll be sent a Kickoff Packet to complete. This includes a questionnaire, information access requests and other needs unique to your business. It's designed to get me up to speed before we ever get on the phone so we don't waste any time once we are together.

+ Once I've received the Kickoff Packet back from you I'll start my homework and you'll be invited to schedule the first 2 hour video call at a time that's convenient for you.

+ We'll jump on the first call and dive deeper into your goals and planning process. We'll brainstorm what kinds of solutions might be best for you based on your business and personality (yes, that matters - a lot) and your products and services.

+ Once we wrap up the call I'll go to work creating your Scale It plan. Depending on your specific business and goals I may request access to some of your team members, or we may agree to hold intermittent phone calls to check in as I develop the plan. Or I may have everything I need from the jump. Generally you should expect to receive your Scale It Plan 3 weeks after our Kickoff Call, although individual cases may vary and we may decide to add some intermediate steps along the way to make sure we're covering all our bases. We'll decide this together so you'll always know exactly what's going on with your project.

+ After I deliver the Scale It Plan you'll be invited to scheduled your 2nd call, a 2 hour follow up where we'll go over the document, you can ask any questions you have, and we'll make any final adjustments or clarifications. We'll also determine what outside resources, if any, to bring in to support you as you begin the implementation phase.

+ After the document's been delivered, you have unlimited access to me for 2 full months as you begin to implement. I want you to succeed, and I'm here to support you as you make it happen.

+ And finally, once we've wrapped up you still have exclusive access to my VIP Client Follow Up Sessions, which are packages that only my previous VIP clients have access to and include reduced 1:1 rates  if you ever need to borrow my brain in the future. Packages consist of 1, 2, 4 and 8 60 minute calls based on what you need.


"I have never spent better money or gotten better direction than I did with Michelle. She was the best career decision I ever made."

ANNA DAVID

NEW YORK TIMES BESTSELLING AUTHOR

FOUNDER AND CEO, ANNA DAVID + LIGHT HUSTLERS.


WHO THE scale it experience is FOR:

+ Online Entrepreneurs with highly successful businesses... that sometimes don't feel so successful because you know you're leaving money on the table and could be working so much more efficiently. 

+ You’ve been in business for at least a year, or you’ve run some kind of business for at least a year. 

+ Your goal is sustainability in your scaling - not overnight cash.

+ You have resources to invest in your business.

+ You’re comfortable getting a little uncomfortable, whether that means diving into numbers when numbers aren’t your thing, welcoming an honest look at your offers or asking hard questions of yourself. 

+ You’re open to feedback and understand that scaling is a two-way street: I’ll give you and your business my absolute best, but can’t do this alone - you need to show up and invest in the process while we work together and stay invested in the implementation and tracking afterwards to fully realize the benefit of our work together.

+ You want someone to tell you what to do so you can just get on with it. I’m a strategist not a coach - so I will tell you exactly what I think you should do - but I’ll only do that AFTER you’ve dug into your business with me and we’ve really examined what you want and why you want it. I need you to be invested in this process or it’s not going to work for either of us.

+ You respect boundaries and have healthy boundaries of your own that I can respect. We entrepreneurs have to look out for each other.

 

WHO THE SESSIONS ARE NOT FOR:

+ You aren’t willing to do the work, believe that you should only do work that is fun or delegate everything you don’t like about your business without fully taking ownership first. I’m all about fun and flow, and want you to love your business and the role you play in it. I also know that sometimes you have to roll up your sleeves and dig in to get what you want. 

+ You’re not prepared to laugh, hear a random story or 2 or just, you know, be human in our sessions. I’m serious when it comes to your business but also like to have a lot of fun while we dig in. 

 

Ready to do this? Fantastic. Apply below and I'll be in touch to set up a time for us to chat to make sure it's a fit.

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