Planning Session
What’s standing in the way of bringing your idea to life?
You’ve built a successful 1:1 practice, but you’re starting to feel the limits of what that can hold. Maybe you're dreaming about a group program, membership, retreat, certification, or digital offer…but never seem to find the time, energy, or space to move it forward, so you get flung into the endless start/stop cycle.
In this 60-minute planning session, we'll map out what your idea will require, identify what foundations need strengthening first, then create a realistic path based on your current capacity to not only see it through to completion, but to manage it without collapsing.
Growth requires more than a good idea.
Consider the time, energy, support, and resources needed to sustain it.
Define what’s needed
First, get clear on what it actually takes to build and steward your vision so you’re clear on how much space and what resources are need ahead of time. We’ll zoom in on:
People - who needs to be involved
Process - how it all comes together
Platform - where it lives
Purpose - why it’s needed within a larger context
Pace - when to sequence each piece of the build
Check your capacity
If you build too soon, you’ll feel the cost: burnout, pressure, team turnover, tech breakdowns. Make sure your resources are sturdy and full before entering creation mode.
Time - do you have the space to build?
Money - can you meet baseline if expenses rise?
Energy - do you have the energetic & emotional fortitude?
Support - who can fill in to provide back up?
Infrastructure - can your platforms withstand growth?
I can help spot areas in your business that need tending to before getting started so that you can build sustainably, without collapsing this time around.
Avoid costly detours
Over the years, I've watched brilliant practitioners invest thousands of dollars into memberships, courses, software, websites, certifications, and team support, only to discover they weren't actually ready for that particular step yet.
This session creates space to slow down, look at the full picture, and make intentional decisions about what comes next, without it costing you an arm and a leg.
I tend to get really scattered. Katie has a superpower of taking all the ideas you present and breaking them down into a step-by-step action plan. She is a vital asset in taking your business to the next level, as well as being super supportive in the process!
Jessica Laprade, LMT, Nutrition & Toxin Specialist
What we’ll create together
60 minute Zoom session
Personalized recommendations on:
Your desired future state
Your current capacity
Your top 3 stabilization priorities
Your recommended next steps
Gain clarity + confidence on:
What your idea will realistically require in time, money, energy, systems, and support.
Whether your current capacity can sustainably support it.
What to strengthen before investing resources.
What is ready now. And what is not.
How it works
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Intake Form
Submit a short questionnaire around what you’re building and your current capacity.
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60 Min Zoom Session
Receive clear, actionable recommendations tailored to you and your business.
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Next Step Summary
After the call, you’ll get the recording, summary of suggestions, and recommended path.
This is for you if…
You’re a solo entrepreneur or manage a team in the healing space
You’ve had at least 2 years experience building your business online
You’re ready to expand into 1:many offers for more freedom and impact
You’re open to slowing things down a bit to ensure a smooth, stable build
This is not for you if…
You are brand new to running a healing practice online
You’re not interested in growth and comfortable with offering just 1:1 services
You have a strict timeline and want to complete your project ASAP
$375
Your investment
Frequently Asked Questions
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Yes. You’ll receive the recording and a follow-up summary with:
a high-level list of what you’ll need to build
what to stabilize before you build
how to phase the project out to work with your current capacity.
You’ll leave with clear next steps and a stronger understanding of what your business is ready to support.
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You’ll complete a short intake form before our session so I can understand your business, the project you want to build, your current capacity, and what might be holding you back.
No complicated preparation required.
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Some clients leave with enough clarity to move forward independently.
Others choose to continue working with me or a trusted partner to help with the build piece.
You get to choose when and who builds your business. This session is merely to equip you with solid information to move forward with confidence.