Coaching Business Ceiling Breakthrough
MASTERCLASS REPLAY
Your work is transforming lives. Your business is growing.
But behind the scenes, you're the one answering every slack messages, chasing every deadline, and rebuilding the same to-do list every Monday morning.
You were never meant to be the assistant to your own success.
⬇️
How it is supposed to be
Fibrous roots
Wide. Shallow. Many small roots, none reaching deep, none anchoring the whole.
This is what fragmented support has always felt like — help in every direction, and still nothing holding steady underneath.
Tap root
One root, going deep. Everything above ground grows from a single, unified source.
This is Root & Rise — operations and creative held by one team, one standard, one chain of command. Nothing falls through the gap between vendors, because there is no gap.
Root
the part no one sees. Systems, structure, the operational backbone that holds your business steady as it grows.
Rise
the part everyone sees. Your brand, your content, your client experience — the visible expression of what's strong underneath.
Our team tends to both. So what shows up above ground is only ever as aligned as what's holding it up below.
Root, then Rise.
Root, then Rise.
INTRODUCING
The operations & creative studio for scaling coaches.
We tend to your business structure - operations and creative, held as one - so you can step out of the daily doing and back into your zone of genius.
Our pillars of support
Foundations & Operations
Your business scales without you rebuilding it from scratch every season.
We audit your current structure, find where it's built for repeat instead of growth, and rebuild the operational backbone your business needs to hold the next level.
Admin & Client Experience
Your clients always feel held — you never have to wonder if they do.
Inbox management and calendar boundaries to protect your energy and personal life. Onboarding, off-boarding, and client journey handled seamlessly so nothing falls through the crack.
Content & Visibility
Your voice reaches people without you being "on" all the time.
Long-form content repurposed into captions, emails, stories. Scheduling, formatting, and graphic creation. Strategic distribution aligned to your monthly goals.
Launch & Project Management
Your next launch feels like a rhythm, not a crisis.
Timeline creation through live execution. Project management and live launch support so you're never the translator.
Personal Branding & Website Design
Your visual identity finally matches the depth of your work. And attract more aligned clients.
Brand research and creative direction. Logo, palette, typography, identity system. Custom photography guide, Squarespace build, copywriting blueprint.
Your level of support
Each package is a monthly retainer with clear outcomes and flexible scope, so your support evolves as your business does.
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Build the ground beneath your feet.
Best for: Service providers in their first season of delegation — ready to get organized, stop doing it all, and build a solid operational foundation.
Services included:
A matched VA trained and supervised by Annie
Admin & inbox management
Client support (email responding, scheduling, etc.)
Content scheduling using templated visual designs (Note: No custom repurposing or advanced visual design at this tier)
Quarterly strategy calls with Annie
Weekly check-ins + daily Slack updates
Monthly feedback form
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Lead your business. We'll hold the rest.
Best for: Established service providers scaling with multiple clients, active launches, or a growing team — who need a true operational partner, not just task support.
Services included:
OBM services provided by Annie
A VA trained and supervised by Annie
A visual designer
Admin & inbox management
Client support (email responding, scheduling, etc.)
Content strategy, repurposing, and visual design
Build templated landing pages for launches
Website maintenance (content updating, website QA, light visual update, tech maintenance & testing)
Project and launch management support
Weekly check-in calls with Annie
Quarterly Strategy calls with Annie
Monthly feedback form
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You are the visionary. We handle the execution.
Best for: 6-figure businesses that need an all-in-one support container without being the middleman who handles communication between vendors. (Requires a 3-month commitment).
Services included:
OBM services provided by Annie
A VA trained and supervised by Annie
A visual & branding designer
Admin & inbox management
Client support (email responding, scheduling, etc.)
Content strategy, repurposing, and visual design
Build customized landing pages for launches
Comprehensive website maintenance (content updating, website QA, visual update, tech maintenance & testing)
Project and launch management support
Building and optimizing automated systems
Weekly check-in calls with Annie
Quarterly Strategy calls with Annie
Monthly feedback form
Not sure which level of support is right for you?
Choosing the right rhythm for your business is a big 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.