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CASE STUDY: First-Ever 5-figure Month! Turned Annual Revenue into Avg. Quarterly Sales + Being a Family Role Model

by | Nov 14, 2022

CASE STUDY: First-Ever 5-figure Month! Turned Annual Revenue into Avg. Quarterly Sales + Being a Family Role Model

by | Nov 14, 2022


How has your mindset shifted being a part of BoldHaus Collective?

We learned how to view our business from the mindset of a CEO, instead of a business owner. Then we learned how to run our business like a CEO. We are making investments in ourselves and our business! We then discovered how to take our existing network of leads and prospects, and leverage them for future opportunities. You must take whatever you have, and multiply the impact on your business. This was a huge ‘aha’ moment for us!

Did you have any fears or resistance that you’ve now released?

“So many. The thought that “I don’t want to be too salesy,” was one. Now I can help people and they can say “no.” Phil’s reinforcement that I am the expert. I thought I wasn’t a strategic advisor, but now I do feel as though I am a strategic advisor. I see big things and point it out to people. I also had a fear that if I’m too successful, I’ll be too busy and won’t enjoy life. Now I see that I can say “yes” to the work I want to do and say “no” to the work I don’t.

What other achievements or successes have happened for you? And what have been the biggest noticeable changes for you — in business or life?

“For one thing, my husband being able to dial back from his work because of what I’m bringing into the household. Also, my daughter is always telling me what a great role model I am because of how I help people and can still be there for my family and my children. I am in control of my schedule and can make time for my family and children on my terms. I have respect in the world for having my own business. My daughter wrote me a letter saying I have taught her what a successful life means, not just the money, but the balance of work/life/home. She wrote I love how you go after what you want and never take no for an answer.


What advice would you offer to other small business owners?

“No one is ever ready — whatever you’re ready for now, BoldHaus will help you take the necessary steps to leapfrog. The next year you will be ready to leapfrog again.


To download the full case study, CLICK HERE.

To learn more about how you too can work with BoldHaus to increase your revenue while gaining more freedom, go here to schedule a ‘Haus Call:


About BoldHaus

BoldHaus is a globally recognized, award-winning provider of training, consulting and mentorship services to help small business owners win corporate and other B2B clients. The company works with small business owners from more than 72 countries worldwide, with a particular focus on consultants, executive coaches, professional service providers, speakers, experts and diversity-owned businesses. Founded in 2010 as The Corporate Agent, the company re-branded in July 2021 to BoldHaus. The company is based in Boca Raton, FL, and is certified by WBENC as a woman-owned company. Learn more at



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