How One Month of “Clean Systems” Transformed This Coaching Business

Lucid Shift Coaching had a strong client base and a growing reputation. But behind the scenes? Operations were a total mess.

Too many tools. Too much busywork. Stress levels through the roof. They were paying top dollar for a business manager… and still feeling trapped.

Sound familiar?

Most businesses think they need more software, more systems, and more people to solve operational headaches, but often, the solution is fewer tools, clear processes, and a unified workspace. What really matters is this: simplicity beats complexity.

The Problem

Lucid Shift’s team wanted to focus on growth and client results, but instead they were:

• Spending too much on software and services
  

• Stuck in inefficient processes
  

• Losing control over what was happening in their business

Adding more people only made the machine clunkier.

The Solution

When we stepped in, the fix was simpler than they expected.

We focused on two objectives: unify their systems into one workspace and simplify their software stack.

Here’s what that looked like:

• Consolidated workflows and processes in a single shared workspace
  

• Built clear SOPs and templates for key activities
  

• Streamlined processes to move work faster with fewer touchpoints
  

• Added weekly and monthly checklists to maintain clarity
  

• Integrated battle-tested techniques for strategy, goal setting, and measuring progress

The result? Operations became a tool for growth, not a source of stress.

👉 If your systems are holding you back, there’s a better way. Get them clean, simple, and effective–fast. Book a diagnostic call with my team →

Results

In just one month, Lucid Shift Coaching transformed:

• Stress turned into productivity and peace of mind
  

• Their support team became so effective that they no longer needed a costly Online Business Manager
  

• Software costs dropped, paying for our services in just six weeks
  

• Leadership regained full control and felt empowered to grow

As one leader put it:

“Everything is in one place now. Anytime I want to find anything, I know exactly where to go. It’s dialed in, it’s smooth, it’s clean.”

Why This Matters For You

Here’s the part that hits home for every business owner: systems are your leverage. When your operations are messy, you’re spending your time putting out fires instead of growing your business.

By simplifying, consolidating, and clarifying, you:

• Free your energy to focus on your zone of genius
  

• Increase efficiency and productivity
  

• Reduce costs and make smarter investments
  

• Gain the clarity and confidence to scale effectively

This aligns perfectly with 8 Figure Agency’s 13 Core Principles: focusing on leverage, simplicity, clarity, and accountability. The businesses that implement these principles grow, sustainably and profitably, while keeping control and freedom.

3 Things You Can Do Today:

1. Audit your software stack. Remove tools you don’t actually need.
   

2. Consolidate your workflows. Even two or three systems in one workspace can save hours.
   

3. Set weekly check-ins. Track tasks, progress, and responsibilities to prevent balls from being dropped.

👉 Stop letting messy operations slow your growth. Let us help you build clarity, control, and productivity that scales with your business. Book a diagnostic call now →

Want us to run a diagnostics on which of the following systems you need the most help with and put together an easy-to-implement action plan to improve them? So you can finally escape agency prison and build your dream agency? Book a demo here!