Hiring siloed VAs and solo OBMs means you are the one constantly translating, managing, and pushing the boulder uphill.
Imagine the Visionary CEO version of yourself 3 months from now, who can:
Show up and hold space for your clients with a grounded nervous system.
Step into live launches feeling radiant and fully present, knowing your backend is well set up to welcome new clients with ease.
Confidently scale your offers without trading off sacred time for yourself.
Record your core ideas for the next quarter while lying on your couch, and watch them effortlessly translate into seamless execution.
Take annual, month-long sabbaticals to be with your loved ones while clients enroll on a daily basis.
Log off by 3 PM for a slow afternoon tea, knowing that your clients are nurtured and held every step of their journey.
"What used to be a one-time launch or retreat is now a “magical” systemwe can put on repeat... It has been truly liberating."
— Donna Williams, Founder of Emergency Yoga
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.
1.
Book a discovery call with Annie
Choose a time for our conversation about your current season of growth to explore your needs and see if our ecosystem is the right fit for your business.
2.
Fill out a short intake form
Share context about your operations so we can understand exactly where you are in your business and identify your bottlenecks before we even speak.
3.
Review your customized proposaL
After our call, if we are a perfect fit, we will send over a proposal recommending the exact support package your current season requires.
Schedule your onboarding call
Once you approve the proposal, we will kick off with a 90-minute Onboarding Call to securely hand over the reins and begin offloading the weight from your shoulders.
4.
Your 90-Day Transformation Roadmap
Here is exactly what it looks like to step out of the day-to-day and into your spaciousness.
Day 0
Onboarding Call
A 90-minute kickoff where we map your vision, secure your software access, and identify what can be taken off your plate.
You finally exhale after many months holding your breath.
Month 1
Re-Rooting
We audit your tech stack, your client journey, and your current branding. We organize your inbox, calendar, and project management systems.
We identify where your energy and revenue are currently leaking.
By week 4, your daily systems are held by a team that anticipates your needs.
Month 2
New Rhythm
4-hour workdays become your new normal.
We standardize your operations (SOPs), so every detail is documented carefully.
Month 3
Expanding
"Grounded CEO" is your new identity. We proactively optimize your funnels for higher conversions.
Your business is now a self-sustaining 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
Choose Your Level of Support
-
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.
-
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.
-
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.
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.
Your Next Aligned Step
Hop on a call to gain clarity on which package aligns best with your current season.
How We Support Coaches