Hi Reader,
It’s been a while since you’ve heard from me. As some of you know, I’ve just returned from maternity leave, embracing the beautiful chaos that comes with welcoming a new little human into the world.
And wow, what a journey it’s been.
When Systems Became My Lifeline
This maternity leave has reminded me of one of the most valuable lessons from my previous business life – long before my coaching practice began. Years ago, when I was running our family-owned insurance agency with my mom, I learned the transformative power of documentation. What started as an afterthought became the backbone of our entire operation.
The Turning Point
I still remember the exact moment everything changed. I was managing our agency while simultaneously covering for a sick employee, handling a client crisis, and trying to prepare for an important carrier meeting. Mind you, our phone was ringing off the hook, so sales were clearly not our problem. My only thought at the time was: “This isn’t sustainable. We need to systematize everything – not just because we have to, but because we deserve better than this.” Over the next several months, I built comprehensive SOPs and training manuals that transformed everything. What once required constant oversight became smooth, predictable operations. What once lived only in our heads became accessible to everyone.
Full Circle Moment
Now, as a new mother, I’m experiencing the value of those lessons at an entirely new level. During these precious early months with my baby, I’ve reflected deeply on how those systems created in our insurance agency gave us something priceless – the ability to step away without everything falling apart. The confidence that comes with knowing your business can function without your constant presence. I’ve watched too many business owners sacrifice precious life moments because they’ve built businesses that depend entirely on them. I did it myself before we implemented proper documentation at our agency.
Bringing This Expertise to You
After experiencing this transformation firsthand in our family business—and hearing from many of my clients about their struggles with similar challenges—I’m thrilled to announce two new done-for-you services:
1. Custom SOP Manuals
A comprehensive documentation of your business processes, built using the exact frameworks that transformed our family insurance agency from chaotic to controlled.
2. Tailor-made Training & Onboarding Manuals
Step-by-step resources that transform new hires into confident team members without consuming all your time and energy – the same systems that allowed our agency staff to operate confidently even during our absences.
These aren’t just documents. They’re freedom tickets for business owners who want to:
- Take genuine time off without constant check-ins
- Scale beyond the limitations of their personal bandwidth
- Create real business value that exists outside their own expertise
Why This Matters More Than You Think
Before my maternity leave, I thought documentation was important based on my experience with our agency. Now I know it’s essential—not just for business success, but for personal wellbeing. Because the truth is, as business owners, we can’t pour from an empty cup. We need systems that support us through all of life’s seasons—whether that’s welcoming a new baby, caring for aging parents, dealing with health challenges, or simply wanting to take a real vacation.
Next Steps
If you're interested and want to learn more, click below to get the full service guide with pricing options on each plan below. When you're ready to discuss further, book your complimentary Discovery Call.
If you’re not ready for a full done-for-you solution but want to start improving your systems, reply to this email with “SYSTEMS” and I’ll send you my top 3 process template questionnaires (for Sales, Retention, & Customer Service) that helped transform our business.
Final Thought
I’ve missed connecting with all of you during my time away. I’m returning to work with renewed purpose and clarity about what truly matters—both in business and life. The systems that saved our family business years ago are more relevant to me now than ever before. As a mother and business owner, I’ve come to appreciate that the most valuable gift we can give ourselves isn’t working harder – it’s building frameworks that allow us the freedom to be present where we’re needed most.
Here’s to building businesses that support our whole lives,
Anais
P.S. I’d love to hear from you! Have you experienced a season where having (or not having) solid business protocols made all the difference? Hit reply and let me know.
P.S.S. If you enjoyed reading this, please send it to someone who might find it helpful as well. If you were forwarded this email, please consider subscribing to receive future issues and follow me on LinkedIn and Instagram for more business and leadership content.
“We don't rise to the level of our expectations, we fall to the level of our training.” - Archilochus
