Case Studies
Real transformations from my clients, across businesses, nonprofits, agencies and solopreneurs.
See what became possible with the right support.
Financial Models & Business Economics
Validated a new practice's business model.
Private Practice TherapistA newly licensed therapist preparing to launch their own practice needed confidence that the business could support the life they wanted to build. Together, we designed a financial model that mapped everything from office costs and pricing to client capacity and take-home income.
Instead of wondering whether the practice would work, they could see exactly how it would—and discovered they could reach their income goals while maintaining a three-day clinical workweek.
Built: Financial Model • Pricing Strategy • Capacity Planning
Outcome: Launched a profitable private practice with confidence.
"This is kind of a reparative experience for me. I usually avoid looking at my finances for weeks at a time. Doing it together made it feel possible."
Designed the operating model for a growing nonprofit.
Fiscal Sponsor & Education NonprofitAs this client expanded its fiscal sponsorship program, its backend had become fragmented and heavily dependent on its founder. We redesigned the organization’s financial and operational infrastructure—including bank account architecture, bookkeeping workflows, employment systems, project qualification criteria, and tiered sponsorship services.
The result was a clear operating model that reduced founder-held complexity, protected the org from unfunded employment obligations and created a practical roadmap for onboarding and supporting projects more sustainably.
Built: Financial Operations · Relay Bank Architecture · Employment Framework · Bookkeeping Workflow · Fiscal Sponsorship Tiers
Outcome: Replaced an improvised, founder-dependent system with a financially gated and scalable operating model.
“We came from feeling like there was this looming thing—with no clear strategy—to knowing what we’re offering, what needs to change and what happens next.”
“There’s a lot that this process has done for us that can’t totally be measured.”
Turned expansion into a plan.
Independent Fitness & Wellness StudioA growing boutique fitness business had already committed to a second location, but expansion raised dozens of interconnected questions: capital requirements, pricing, staffing, cash flow, buildout sequencing, financing and more.
We broke it down into many smaller models together, and worked through expansion scenarios—building financial models, testing assumptions, uncovering lower-cost financing opportunities and refining as new information emerged.
Built: Expansion Financial Model • Capital Plan • Pricing Strategy • Revenue Forecasts • Hiring Model • Buildout Budget
Outcome: Helped guide the expansion from acquisition through active buildout with a clear financial framework. Improved modeled unit economics (from $6.50 → $9.30 per class on one tier), identified financing options that could reduce borrowing costs by 8–12% annually, and supported a founding-member strategy ahead of a 350-person launch event.
"It was really helpful to frame the question around what makes our business different—and then build the business model around that."
"I want to focus on the medicine of what we're building—not have that diluted by everything else that comes with running the business."
Built the financial model behind the pitch.
Wellness App StartupThe client was preparing to raise capital and wanted confidence that its financial story would hold up under scrutiny.
Together, we built and refined a financial model that connected user growth, pricing, hiring, operating costs, fundraising,and long-term scenarios into one coherent picture of the business.
Over several months, we pressure-tested assumptions, adjusted projections, and worked through investor questions until the founders understood the model well enough to explain every number, adapt it in real time and confidently defend their assumptions during fundraising conversations.
Built: Financial model · Revenue forecasts · Growth scenarios · Hiring model · Fundraising strategy · Investor readiness coaching
Outcome: Equipped the founders with a financial model they could confidently use, explain, and adapt during investor conversations and strategic decision-making.
"The timing is, like, it's perfect. It's exactly what we need right now."
Pricing & Offer Design
The client had spent years developing deeply transformational work, but the business model stopped short of the transformation itself: clients entered a six-week container without a clear journey for what could come next.
Because I had experience with shadow work, therapy and adjacent healing modalities, I could meet the client in the depth of the work—not just approach it as a packaging exercise. Together, we translated an intuitive process into a fuller flagship journey with defined phases, pricing, intensive containers and ongoing integration support.
The work stayed deep and responsive. The business model simply began to reflect the actual transformation.
Built: Signature Offer • Client Journey • Continuity Offer • Pricing Strategy
Outcome: Expanded a six-week container into a long-term client journey—and enrolled the first client into a new $750+ continuity offering before our three-month engagement ended.
"I feel like we just took off five years of tweaking and figuring things out and put it into three months."
Shadow Work & Healing PracticeBuilt a flagship offer.
Built a business around a gift.
Healthcare Professional · Coach & FacilitatorAfter decades of helping people navigate high-stakes moments in healthcare, this practitioner knew how to create extraordinary trust and connection—but struggled to translate that intuitive gift into a business without making the work feel transactional.
Together, we turned that embodied expertise into a complete client journey: free community gatherings, introductory experiences, a paid group offering, premium 1:1 coaching and ongoing support. We designed the pricing and enrollment pathways between each offer so generosity could remain part of the practice without requiring the business to run on unpaid labor.
Built: Offer Ecosystem • Flagship Client Journey • Pricing Strategy • Enrollment Process
Traction: Grew from occasional practice sessions to 5 coaching sessions in one week, gaining the experience and confidence to begin charging for the work.
“I’m starting to really see what I have to offer. I can build trust with people quickly, and I love that this work honors who I am instead of asking me to become someone else.”
Revenue was growing. Profit wasn’t.
After landing more than $60,000 in new business, the agency was growing rapidly—but the founder had no clear view of what the business was actually keeping.
We separated multiple income streams, reimbursements and business expenses to reveal the studio’s true financial performance.
The discovery changed the growth story: despite significant revenue growth, profit wasn’t growing alongside it. High delivery costs, underpriced projects, extensive revisions and high-touch clients were absorbing much of the upside.
From there, we established a higher pricing floor and connected profitability to client readiness, delivery complexity and founder capacity.
Built: Profitability Analysis • Pricing Strategy • Client Qualification • Capacity Strategy
Outcome: Turned revenue growth into actionable profit visibility, giving the founder a financial basis for raising prices, becoming more selective about clients and designing toward fewer, higher-value engagements.
The work went beyond pricing. We connected profitability to client fit, capacity and the kind of business the founder actually wanted to build.
“This is the very first time you’re actually looking at your profit.”
“Yeah.”
Creative Design AgencyStrategy & Growth
Doubled lifetime value.
Worker CooperativeA worker cooperative had built a strong relationship with a major client, but each engagement was still being treated largely as a standalone project. Looking across the full client experience, I identified an overlooked opportunity: the transformation they were supporting didn’t end when the initial engagement did.
Together, we mapped what clients could need next and redesigned the journey around deeper, longer-term support—turning the trust already created through delivery into continuity offers and strategic upsells rather than simply chasing the next new contract.
My combination of business strategy and experience with transformational, relational work helped us design offers around the actual arc of the client’s transformation, not just what could be sold next.
Built: Client Journey · Continuity Offer · Upsell Strategy
ROI: Identified a path to increase client lifetime value by more than 2× from existing relationships—without requiring additional client acquisition.
“Initially we were hired to do a 90-minute thing, and now… they want us to lead three six-week cohorts for their entire leadership team.”
Built the operating system for a creative partnership.
Founder-Led Events + Creative StudioAs two founders expanded a successful events brand into creative services and client production, the business was becoming more complex than their informal systems could hold.
We translated their natural partnership into a clearer operating model—building the financial infrastructure, decision-making rhythms, role clarity and growth roadmap needed to expand without sacrificing the seasonal lifestyle or creative freedom they wanted the business to support.
Built: Financial Pipeline • Custom Chart of Accounts • Accounting Cycle • Founder Roles • Profitability Modeling • 3-Month Growth Roadmap
JJo’s unique value: I didn’t separate the business model from the founders behind it. By facilitating deeper conversations about income, workload, creativity, travel, ambition and each founder’s natural strengths, we discovered that the agency structure most likely to succeed was also the one most aligned with how they actually wanted to work and live.
Outcomes: Gave the founders a financial and operating system for managing multiple revenue streams, exposed an overly optimistic event model before repeating it and created a roadmap to test whether the business could sustainably replace outside income for both founders.
“Having a space…to have witness and support around how we think about the business long-term has been really helpful.”
Systems & Operations
Built leadership infrastructure.
Ancestral Healing & Community OrganizationAs the organization expanded, we designed hiring processes, organizational structure, and operational systems that distributed responsibility across a growing team instead of concentrating it with one founder.
Built: Hiring System • Organizational Design • Team Structure
Outcome: Positioned the organization to hire its first employees while reducing founder dependency.
“It’s been really helpful to get this clarity outside of my own brain. Getting the right operational role in place will free up so much capacity — and make it easier for the funding to come.”
Launched an entire business.
Educational AdvocateStarting with expertise but no business infrastructure, we built everything needed to launch—from positioning and pricing to a website, discovery process, onboarding systems, scheduling, financial tracking, and client management.
Within months, the business moved from idea to reality.
Built: Website • Pricing • Client Systems • Operations
Outcome: Launched a new business and landed its first paying client.
“It’s been just incredible and just what I needed. And really, like, divine timing in lots of ways.”
Systemized 13 years of growth.
Experiential Marketing & Event Production AgencyAfter more than a decade of growing primarily through relationships and reputation, we focused on turning founder knowledge into repeatable systems. Together we redesigned the sales pipeline, created financial visibility across projects, and built operational processes that reduced dependency on memory and manual follow-up.
The business became easier to manage—and easier to grow.
Built: Sales Pipeline • Financial Dashboard • Operating Systems
Outcome: Created repeatable systems to support the agency's next stage of growth.
“You’re just a good resource for me as far as knowing where I’m at, where I’m going, where I’ve come from.”
Leadership & Founder Development
Aligned career with purpose.
Attorney & MusicianThe client was navigating multiple successful but competing identities—attorney, musician, mentor, speaker—and feeling pressure to choose the “right” path.
We clarified what each part of his work was actually there to do, challenged the idea that his conventional career was ‘getting in the way’, and reframed his flexible legal practice as infrastructure for the life and creative career he wanted to build.
Built: Leadership Strategy • Priority Framework • Career & Capacity Planning
Outcome: Made clearer decisions about where to focus, what to protect, and how to grow without sacrificing financial stability or creative capacity.
“I don’t have to fight anymore. There’s no need to fight. I want to create.”
Redefined success.
Career Coach & AuthorWhat began as a conversation about scaling a coaching business uncovered a different ambition entirely. Together, we redesigned the business around the work she most wanted to create—writing, speaking, and thought leadership—rather than building an organization she didn't actually want to run.
Built: Vision Strategy • Business Model • Founder Roadmap
Outcome: Clarified a business aligned with her long-term creative goals.
“You saved me so much time, honestly—like, untold amounts.”
“When you said, ‘What if you could just take that time and write instead?’ I felt my whole body relax.”
Developed leaders who could carry the company forward.
Multi-Six-Figure Consulting Firm · 20+ Person TeamThis firm had reached roughly $50K/month in profit, but too much of the business still ran through the founder: closing major deals, maintaining quality, developing managers, solving team problems and protecting client relationships.
We focused on turning founder-level capability into organizational capability—clarifying manager accountability, developing a second sales leader, establishing clearer performance expectations, strengthening pricing and identifying which responsibilities genuinely required the founder versus which needed to move into the team.
Built: Leadership Structure • Manager Accountability • Sales Leadership Development • Founder Boundaries • Pricing Strategy
Outcome: Began shifting sales, team performance and quality control from founder-held responsibilities into a stronger management structure.
ROI: Raised the firm’s pricing floor and subsequently closed its first $4K/month + commission client at the new level, while developing a sales leader who could increasingly carry business development without the founder.
“It’s very helpful. It allows me to take a step back. I like that we can have different kinds of conversations, because life as an entrepreneur has so many different facets.”
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JJo notes
Thoughtful reflections / case studies on business, money, and entrepreneurship.