Case Study

Meet Chelsea

The sleep specialist who realized she was sacrificing time with her infant son to serve a practice that wasn’t serving her.

She reduced the number of days she spent at her practice while increasing her revenue by $200/week as a result of taking Lean In. MAKE BANK. 

Her Story:

When Chelsea got ready to return from maternity leave, she realized she needed to take a hard look at her business finances. She discovered 60% of her caseload were sliding scale clients. As a new mom, she recognized that she needed to make drastic changes to her practice in order to be the kind of mother she wanted to be.

Why She Joined:

Chelsea grew up in a family where resources were scarce. She knew her money mindset challenges were getting in the way of creating a practice that would allow her to spend quality time with her newborn son and create the lifestyle she wanted. She knew she had to invest in a program that would allow her to embrace a financially thriving practice.

Results

Erin discovered the confidence to set her fees high so she could create the practice that served her versus the other way around. She tightened up her cancellation policy and challenged herself to invest in her practice and get into financial integrity in all areas of her life. She feels solid going into phone calls with new clients and has begun marketing her practice with vigor.

 

Chelsea started out working in managed care and, while she initially thought that’s what she wanted to do, it quickly became clear to her that the pay could not justify the number of hours she’d have to spend on the job. It didn’t afford her the freedom or flexibility that she wanted.

So, Chelsea started her own private practice! But, it sputtered along. While she hoped it would provide her the financial security to pay off student loan debt, go on vacations, and save for retirement, instead she found herself sliding her scale, working too many hours and, once again, not making enough to live out the dream she’d hoped when she entered private practice.

“That might be good for other people, but it’s never going to work for me. I’m not confident enough or I’m not assertive enough of a person to put those changes into effect and be successful. This program allowed me to challenge that.”

It wasn’t until she had her son that she realized something had to change. Becoming a mother changed the game and she finally understood just how precious her time was. Returning to her private practice after maternity leave led Chelsea to get clear about investing in the type of practice she wanted.

As un upwardly mobile therapist, Chelsea understood that she needed to start with her beliefs around money in order to set a foundation upon which to build a profitable private practice. While she could’ve started with learning more about marketing or gaining another credential, after reviewing her post-maternity leave finances and seeing that 60% of her clients were on a sliding scale, Chelsea knew money mindset is where she needed to start.

Once she entered the program, Chelsea became even more aware of just how deeply embedded her money fears were. The program combined deep dives into her money story, along with tactical strategies and group support – all of which helped Chelsea overcome her old narrative that she wasn’t the kind of person who was confident to  change her practice.

The Results! Chelsea was able to reduce her practice from three days down to two while increasing her income by $200/week immediately upon completing the program. This gave her more time to spend with her son, the ability to actually put money towards her student loans and begin making plans to actually go on those vacations that she dreamt about.

With the skills she learned from the material, the guidance of Tiffany and the Lean In. MAKE BANK Society rooting for her, Chelsea was able to implement her full fee with confidence.

“Even though it was terrifying and a new experience, I held to my fee and I was able to push past the discomfort and really be able to hold my own value in my mind.”

Once she entered the program, Chelsea became even more aware of just how deeply embedded her money fears were. The program combined deep dives into her money story, along with tactical strategies and group support – all of which helped Chelsea overcome her old narrative that she wasn’t the kind of person who was confident to  change her practice.

With the ability to spend more time with her son, $800 extra in revenue from the get go and her ability to value her clinical, Chelsea has a newfound confidence that has allowed her to create the business she wanted when she set out into private practice.

Was Lean In. MAKE BANK a strategic investment?

“The price that you’ll pay up front, you’ll reap 10x’s the rewards just as a result of being able to go through this program. Hugely valuable!”

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