Life Coach Certification
Online Training Center (OTC)

A training center that

certifies coaches around the world

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The situation: a coach certification business that needed a way to train and certify people at scale.

What I built: the Online Training Center. I was its architect. I defined its elements with the co-founder, then built every asset and all the communications with my team.

What it delivered: 4,000+ coaches certified across 50+ countries, with 500+ active certifications in the pipeline.

Budget & COGS Analysis

A budget built from nothing,

and the numbers behind it

The situation: a growing programs team with no programs budget, and event projections that didn’t match reality.

What I built: a programs budget built with Finance from scratch (GL codes, a development-vs-delivery split, spend projected from sales forecasts, monthly reconciliations), followed by a driver-based forecasting model that tracks eligibility, RSVPs, show rate, sales and carryover.

What it delivered: the model became the basis of the sales, event and departmental budgets. And when I put a full COGS analysis on our entire product suite, everyone assumed it was highly profitable, but the data showed otherwise and we needed to pivot our resource allocation.

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P.E.a.C.E Team

A department from the ground up

The situation: a three-person team with no leader.

What I built: the programs organization, becoming its first leader and hiring, mentoring and developing the leaders who ran it.

What it delivered: a 50-person team across five product divisions with three Director-level reports, a $25M+ annual event portfolio, +13% year-over-year attendance growth, and a team that was part of sustaining world-class NPS.

COVID Event Model Pivot

A live event business

moved online in under 60 days

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The situation: the pandemic shut down in-person events, the heart of the company’s delivery model.

What I built: I was the driving force behind converting the entire live delivery operation to virtual. When I saw a live-communication gap at a virtual event, I created a show-caller role and did that job myself for two years.

What it delivered: over $1M in revenue moved to virtual in under 60 days with zero revenue interruption, 4,000+ virtual attendees, and 30+ live and streamed events a year.

DreamBuilder Program 2.0

A flagship program,

rebuilt without losing what worked

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The situation: the company's signature program had carried it for years, and the market around it had moved.

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What I built: DreamBuilder 2.0, a comprehensive redesign of the flagship program. I also scoped the operational build for a self-paced version of a flagship program, which has since launched.

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What it delivered: a flagship that still leads the product line, and a lower-priced doorway into it for people who aren't ready for the full program.

8 Spiritual Secrets
for Multiplying Your Money

A flagship product, from vision to about $10M

The situation: an idea for a signature program, with no product behind it yet.

What I built: 8 Spiritual Secrets for Multiplying Your Money. I co-developed the curriculum, set the vision for the production and created the full product build.

What it delivered: approximately 24,000 units and $10M in revenue (and growing). Other signature builds followed: DreamBuilder 2.0, Unlocking Time and the Power Of series (and so much more).