📈 Phase 3
📍 Step-by-Step Growth Roadmap

Follow a proven path through the stages of business growth so you know exactly what to focus on — and when — without feeling overwhelmed.

📈 Phase 3: Scale & Strategize

🔹 Module 3: Step-by-Step Growth Roadmap
Build Momentum. Grow Intentionally. Scale Sustainably.

🚦 Part 1: The 4 Growth Stages of a Health Practice

Your business will evolve through these four core phases. Where are you right now?

🟢 Stage 1: Foundation & Setup

Main Goals:

  • Clarify your niche and offers
  • Set up basic systems: booking, payments, calendar
  • Build your website and social proof
  • Get your first few paying clients

Common Challenges:

  • Doubting your value
  • Tech overwhelm
  • Struggling to describe what you do clearly

Focus On: Messaging, website, and intake flow. Building confidence and clarity. Delivering amazing client experiences.

🟡 Stage 2: Consistency & Visibility

Main Goals:

  • Generate consistent leads each month
  • Refine your signature program or service
  • Improve your onboarding and delivery
  • Develop a repeatable marketing rhythm

Common Challenges:

  • Dry months with no new clients
  • Relying on word of mouth only
  • Getting stuck in content or social media loops

Focus On: Outreach, partnerships, or referrals. Simplifying your offers and calendar. Creating systems instead of winging it.

🟠 Stage 3: Growth & Leverage

Main Goals:

  • Increase revenue without increasing burnout
  • Automate and streamline your business
  • Create group or evergreen versions of what you offer
  • Improve boundaries and optimize time

Common Challenges:

  • Feeling maxed out but unsure what to change
  • Getting stuck doing admin
  • Worrying about losing quality if you scale

Focus On: Raising your rates strategically. Automating your systems. Offering more scalable products/programs.

🔴 Stage 4: Expansion & Leadership

Main Goals:

  • Build a team or outsource key tasks
  • Strengthen your brand presence
  • Expand your impact through workshops, speaking, or collaborations
  • Optimize your offers for maximum impact with less effort

Common Challenges:

  • Letting go of control
  • Managing multiple offers or directions
  • Staying focused as things grow fast

Focus On: Delegation and leadership. Thought leadership + visibility. Visionary planning for long-term scale.

🧭 Part 2: How to Move Through the Stages

Growth doesn’t just happen — it’s earned through action. Here's how to move forward, one level at a time.

🔹 Step 1: Identify Your Stage

Which level above describes your current business honestly?
Don’t skip ahead — every level builds on the one before it.

🔹 Step 2: Choose One Core Area to Improve

Growth isn’t about fixing everything at once. Focus on ONE of these areas:

  • 🧭 Clarity (messaging, niche, offers)
  • 🔗 Systems (workflow, onboarding, delivery)
  • 📣 Visibility (marketing, partnerships, leads)
  • 💸 Revenue (pricing, packages, conversions)
  • 🧠 Mindset (confidence, leadership, focus)

Pick the one that would create the biggest breakthrough.

🔹 Step 3: Build a 30-Day Plan

  • What’s the problem I’m solving in my business this month?
  • What’s the measurable goal?
  • What are the 3–5 actions I need to take to get there?
  • What support or accountability do I need?

🧠 Keep it simple. One month = one focus. That’s how you grow.

🔹 Step 4: Review + Repeat Monthly

  • Did I complete my plan?
  • What worked? What didn’t?
  • What’s my next priority?

That’s how you turn a growth plan into a growth rhythm.

✅ What to Do Now

  • Read through the 4 stages and identify exactly where you are.
  • Choose your core focus area for the next 30 days.
  • Write your 30-day growth plan — and start tomorrow.

📩 Want help mapping this out?
Email: jc@myultralyfe.com

🧠 Coaching Insight
“Growth doesn’t come from doing more. It comes from doing the right things in the right order. Focus builds freedom.”