MASTERCLASS
Coaching Business Ceiling Breakthrough
You scaled to 6-figures. But behind the scenes:
You hired help, and somehow ended up managing it.
You built systems, but they still feel clunky.
You told yourself you'd slow down, but you sped up instead.
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Your business has outgrown the support system that got you to your first $100K.
Fragmented support is costing you your impact.
Over 70% of coaching business owners experience burnout from constant decision fatigue and the invisible weight of daily operations.
You don't need more siloed VAs or freelancers.
You need a Taproot.
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Tap root
The Root & Rise Way
One root, going deep into the soil. Operations and creative held by a single, unified team. Everything above ground safely grows from one source of truth
Fibrous roots
The Old Way
Wide, shallow, fragmented. Help in every direction, but nothing holding your business steady underneath. You act as the translator between your Ops team and your creative team.
One partnership hands you the holistic architecture your 6-figure business needs.
Nothing falls through the gap between vendors, because there is no gap.
Root, then Rise.
Root, then Rise.
At Root & Rise, we provide heart-centered coaches with integrated operations and creative support.
When you partner with us, you don’t just hire a team, you step into our Taproot support ecosystem.
Our Holistic Services
Instead of hiring 5 different people, you get one unified team handling:
Client Experience
Step out of the day-to-day so your clients feel held at every touchpoint.
Client Care & Inbox Management
1:1 Client & Group Program Management
Creative & Brand
Magnetize aligned clients with a presence that matches the depth of your work.
Creative Design & Social Media
Brand Identity & Website Design
Systems & Operations
Run on a foundation that doesn't crack when you scale.
Project Management
Systems Building & Maintenance
SOP Creation & Maintenance
Strategic Partnership
Stay in the loop and ahead of your next move, without drowning in details.
End-to-End Launch Support
Operations Team Meetings
Quarterly Strategic Planning
Your Level of Support
Every package maps to the exact season of scaling you are in. We assess your bottlenecks and deploy the exact level of structural architecture you need.
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Best for coaches who:
Hit $5k–$8k months
Have 1-2 organic launches a year
Offer 1:1 or small group modalities
Have zero or 1 general VA on team
You know you need this when:
You spend more time fixing Canva graphics and figuring out what to post than actually coaching.
The Visibility Anchor: Build the ground beneath your feet.
We take over content repurposing, templated visual design, and scheduling so you can step out of the visibility grind.
The result:
You reclaim hours each week, completely off social media while your audience is beautifully nurtured.
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Best for coaches who:
Scale from $100k to $250k
Have 2-4 live launches a year and evergreen funnels.
Offer group programs, mid-tier masterminds, and retreats.
Manage a fragmented team of 2-3 VAs.
You know you need this when:
Your last launch was a dysregulated domino effect of failed Zaps and outdated graphics, leaving you depleted before the cart even opened.
The Launch Container: Expand without the energetic drain.
We hold the technical and creative weight of your daily operations, live launches, and evergreen funnels.
The result:
You step into your launches and retreats fully grounded, with spacious energetic capacity to serve.
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Best for coaches who:
Make $250k-$500k+ annually
Run established evergreen funnels and enrol clients daily
Offer high-ticket masterminds and retreats.
Have 3-5 VAs, an OBM and 1-2 co-coaches.
You know you need this when:
A 1-month sabbatical sounds like a luxury because it costs you your peace of mind. You are exhausted from being the glue holding your business together.
The Taproot Ecosystem: Anchor deep to rise lushly.
We step in as your entire integrated ops and creative support ecosystem, managing projects, executing deliverables, and holding the standard of your brand.
The result:
Your business runs as a self-sustaining asset. You take your month-long sabbaticals without your revenue dropping.
Your Next Aligned Step
Hop on a call to gain clarity on which package aligns best with your current season.
The hearts behind Root & Rise
Annie Phan
Founder & Lead Operational Strategist
As a seasoned Online Business Manager and systems mastermind, Annie specializes in turning overwhelming, manual operations into breathing, well-oiled machines.
As a heart-centered coach herself, Annie protects her clients' energetic capacity with genuine care, allowing them to shatter their revenue ceilings without sacrificing their peace of mind.
Belle Mai
Creative Partner & Brand Visionary
Belle is the creative soul of Root & Rise, specializing in translating a coach’s deep, internal values and vision into a premium visual presence and client experience.
She understands that the frontend identity must perfectly match the energy of the CEO. Belle’s philosophy ensures that every visual touchpoint feels intentional, and deeply aligned with the coach's true essence.
How we work together
We didn't start as two separate specialists who decided to team up for convenience.
We started because we kept seeing the same coach hit the same wall — brand-side or backend-side — and knew neither of us could fix it alone.
When Annie builds a system, Belle is in the room to make sure the brand and design align with the coach’s essence.
That's the whole model. Not two departments. One root.