Ever feel like there are “so many things that could easily slip through the cracks” when running your coaching business?
Meet Brigid Tebaldi, a National Board Certified Health & Wellness Coach and homeschooling mom who transformed her coaching practice from overwhelming to effortless with one simple system change.
In this case study, we’ll explore how Brigid increased her revenue by 80%, reclaimed precious time for her family, and created a stress-free experience for her clients—all while helping moms heal from birth trauma.
The Challenge: Juggling All the Admin Stuff
Before discovering Paperbell, Brigid’s coaching business felt like a constant juggling act that was becoming increasingly difficult to sustain.
“The hardest part was just keeping track of everything,” Brigid explains. “Getting the right contracts to people, keeping up with payments and Stripe… it was just so many different things to think about, and so many things that could easily slip through the cracks.”
Even as a detail-oriented person, Brigid struggled with the mental load:
- Tracking how many sessions clients had used.
- Managing contracts and payments through separate systems.
- Manually scheduling appointments in Google Calendar.
- Keeping client information organized.
“I’m pretty detail-oriented, so I keep track of it pretty well, but it was still just like, ‘This is so annoying,'” she admits. “I don’t want to have to think so hard about this stuff.”
The Search: Finding a Solution That Actually Works
Brigid’s journey to streamline her coaching business wasn’t quick or impulsive. She methodically researched and tested multiple platforms:
She thoroughly researched her options, trying several platforms including:
- Practice Better
- Satori
- Honeybook
- 17hats
- A cobbled-together system of Docusign, Stripe, and Google Calendar
After extensive comparison, she discovered Paperbell through a “top coaching tools” list in summer 2023.
“Paperbell was just the easiest one,” Brigid explains. “It’s the one that was the most intuitive, made the most sense, and it’s really simple and straightforward.”
The Implementation: “I Just Went All In”
Unlike many tech transitions that require weeks of setup and learning curves, Brigid found implementing Paperbell remarkably straightforward.
When asked if she was nervous about setting up Paperbell for the first time, Brigid replied:
“No, because it was so easy. It’s so straightforward. The tech is so easy to use that it’s not something that felt intimidating.”
Brigid started with a free account to test the system with her first few clients. “I did the free trial,” she explains. Then, what made her fully commit was a Black Friday special for new coaches.
“I was still in my sort of getting my board certification, and so I was doing a lot of pro bono stuff,” she recalls. “So at the time whenever that promo came out, I was like, ‘This is great because this is what I can afford right now.'”
Rather than slowly transitioning her business, Brigid “just went all in” and hasn’t looked back since.
The Results: Increased Revenue by 80% and Saved 20+ Hours Each Week
Since implementing Paperbell, Brigid has experienced remarkable growth: increased revenue by approximately 80% compared to her first year coaching and reclaimed 20+ hours each week (previously spent on administrative tasks).
Here’s an example of her Restored by Grace package. Clients can book, schedule a call, and manage their sessions in one place.
That means Brigid can also do the same on the backend. No more duct-taping 5+ tools together to create this system.
“I don’t have to do anything,” Brigid explains about her streamlined client management. “They’re the ones in charge of booking their own calls. My only job is to keep my calendar updated.”
With her complete automated coaching workflow now automated, Brigid uses these Paperbell features:
- Initial surveys for client onboarding that collect vital information before the first session.
- Automated email sequences that drip out course content weekly to clients.
- Integrated client notes to track progress during one-on-one sessions easily.
- Communication logs that keep all client interactions organized in one place.
- Seamless contract signing and payment processing that clients handle themselves.
All she has to do is just show up and do the work she wants: helping fellow moms.
The ROI: Why Investing in Systems Pays Off
When asked what she would tell coaches who think they aren’t ready for Paperbell, Brigid didn’t hesitate:
“Just do it. There’s nothing — it’s not going to hurt you to try because it’s free, and then from there, you can see how much it is going to help you and make things easier.”
She breaks down the value proposition in simple terms:
“You might be hesitant of investing hundreds of dollars and that cuts the bottom line. But ultimately, if you can free up hundreds of hours worth of your time and increase your revenue… it’s totally worth it.”
For busy coaches like Brigid juggling multiple responsibilities, the time savings alone justify the investment.
Ready to Simplify Your Coaching Business?
Brigid’s story shows how the right systems can transform not just your business operations but your entire coaching experience.
If you’re tired of juggling multiple tools and want to reclaim your time for actual coaching, Paperbell might be exactly what you need.
“I love Paperbell. I tell everybody about it,” Brigid says.
Try Paperbell for free and see how much simpler your coaching business can be.
