I have 40 people in my business. And I can tell you exactly what every single one of their jobs is supposed to look like... not from memory, but from a one-page document we've been using for eight years. It's called a 5R Work Plan, and it's the single operations tool I'd refuse to run a multi-six-figure health or wellness business without. In this episode, I'm walking you through exactly what it is, how we use it at Outdoor Kids OT from my CEO role all the way down to our frontline therapists, and how you can build one for your own team this week with AI in under 30 minutes.

In This Episode

• What the 5 Rs actually are... and why the responsibilities section is capped at THREE no matter how complex the role

• A real look at my CEO 5R Work Plan from OKOT and what it reveals about what my job actually IS (and ISN'T)

• The gap between what you think your team's jobs are and what they think their jobs are... and how 5R Work Plans close it

• Why these make performance reviews so much easier... no more gut feelings, just measuring against what was already agreed on in writing

• How to actually build yours this week, including which AI tool I recommend for drafting these fast

Take Action

Pick one role in your business, ideally yours as the CEO, and write a 5R Work Plan for it this week. Just one. Use AI to help you draft it and it will not take you longer than 30 minutes.

Resources From This Episode

• 5R Work Plan framework credit: Shelly Warren, Stacking Your Team podcast, introduced by Natalie Eckdahl of BizChix

• Well Women Business Assessment — wellwomenbusiness.com/assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I was at a wellness retreat when a total stranger called me out in front of a group of people I'd known for 48 hours, and I just sat there. I cried. I apologized publicly. And then I spent the next day dialed way back, barely talking, trying to disappear into the background... which, if you know me, is not me. In this episode I'm sharing the full story, what went wrong on the facilitation side, and the four lessons I walked away with about what it means to run a group program responsibly AND what it means to receive coaching without handing over your brain at the door.

In This Episode

• The full story of what happened at the retreat... including the part where the other person said 'that felt really GOOD to say that to her'

• Lesson 1 for program leaders: why knowing your audience BEFORE you open with vulnerability exercises is non-negotiable

• Lesson 2: the scope of practice conversation nobody wants to have... and why the length of your program has to match the depth of transformation you're promising

• Lesson 3 for people RECEIVING coaching: why I'm asking you to keep your critical thinking brain online even when you're in the room with an expert

• Lesson 4: how I walked away from one of the hardest moments of the retreat MORE confident in myself... and the journaling, praying, and one private conversation that made that possible

Take Action

Think about a piece of criticism or feedback you've received recently, in business or just in life. Sit with the sting of it for a second. Then ask yourself honestly: how much of that feedback was actually about you, and how much was about the person who gave it? You don't have to decide right now. Just sit with the question and see what comes up.

Resources From This Episode

• Well Women Business Assessment — wellwomenbusiness.com/assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

When I was building the website for this podcast, I almost completely forgot the most basic marketing principle I know. In this episode, I'm sharing the one idea that changes everything about how women in health and wellness businesses market themselves, and three ways you can audit your own website TODAY to see if you're accidentally making your customer's eyes glaze over. Spoiler: if your About page is mostly about you, it's probably not as effective at marketing your services as you think.

In This Episode

• The About Me page I'm GLAD nobody saw... and why even 10 years into business ownership, I still forgot this rule

• Donald Miller's guide vs. hero framework and why health and wellness business owners are especially vulnerable to getting this backwards

• The five-second test: pull up your homepage right now and see if a stranger can answer three specific questions in under five seconds

• How to actually count your way to a website fix... the I vs. YOU audit that takes ten minutes and tells you everything

• The 'so that' reframe: how to keep your credentials on your website without making it about you

• The call I got from a mom early in my business that every health and wellness CEO needs to hear

Take Action

Go to your website right now and pick one or two sentences that are about YOU and rewrite them to be about what your ideal client GETS. Make it matter to them.

Resources From This Episode

• Building a StoryBrand 2.0 by Donald Miller

• Marketing Made Simple by Donald Miller

• Take the Well Women Business Assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

After producing 2 other podcasts and over 200 episodes, I'm pivoting again...to serve my absolute favorite people: women business owners in the health or wellness space. In this first episode of Well Women Business, I'll share what this podcast is going to be all about, and why I think there's a gap in business coaching for women who are running health or wellness businesses at the multi-six figure level. (And why a 3AM wake-up call in the Grand Canyon is the perfect metaphor for where I am right now.)

In this episode:

• Why you have to run your business on data and metrics... not just on who you like or what feels comfortable (including the real reason I stopped coaching entirely in 2025 and what it took to come back)
• What the Run / Grow / Lead framework is and why it's the backbone of every conversation on this show
• Why I'm pro-hard work and anti-hustle... and why those are NOT the same thing
• The loneliness that comes with leading a bigger business... and why accountability and community matter more at this level than most people admit
• Why I am doing this podcast while actively running a $1M+ service-based business... and why that actually matters for YOU

Take Action:

Think about one area of your business you've been running on gut feel instead of data. What would it look like to find one number to track there instead?

Resources from this episode:

• Outdoor Kids Occupational Therapy (OKOT)
• Therapy in the Great Outdoors
• Havasupai Falls, Arizona — look it up. Then go!

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

Something I learned in a marriage counseling session gave me a lightbulb moment about women in business. And it explains why only 1.9% of women-owned businesses ever hit seven figures. It's not a strategy gap. It's not an intelligence gap. In this episode I'm getting into what it actually is… and what you can do about it.

• The stat that stopped me cold… only 12% of women-owned businesses ever hit six figures, which means if you're already there, you're already beating 88% of female business owners

• Why the gap between six figures and seven figures is NOT a strategy gap or an intelligence gap… it's a permission gap (and what that actually means for how you run your business)

• The specific ways people-pleasing shows up in your business at this level… including one I got called out on in that same counseling session (hint: it involved a restaurant menu)

• Why the strategies that GOT you to six figures are often the exact things keeping you FROM seven

• What it actually takes to lead a business at this level… and why it requires a completely different identity, not just different tactics

Think of one decision you've been putting off in your business that you already know the answer to… but haven't acted on because you're afraid of what someone will think or afraid of disappointing someone. Decide right now what you're going to do about it.

• Well Women Business Assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

I bought a practice, my COO went on maternity leave, then came back part-time, then resigned — and somewhere in the middle of all of that I realized I had been doing two full-time jobs simultaneously and had NO idea where the cracks were in my business. That's what prompted me to build the Well Women Business Assessment. In this episode I walk you through exactly what it is, why it matters for women running health or wellness businesses at the multi-six figure level, and what's waiting for you at the end when you take it.

• Why even a profitable, busy business can have serious cracks underneath… and why you're often too close to see them when you're in the middle of it

• The one question in the Run section that I ask myself every time I think about taking a vacation (and what my honest answer tells me about the health of my business)

• Why the Grow section hits differently than you'd expect… it's not just about revenue

• The Lead section question that connects directly back to Episode 2 — and why most women score lower here than anywhere else

• What's waiting for you at the end of the assessment… I'm not going to tell you what it is, but it's worth doing the whole thing to find out

Take the Well Women Business Assessment before you listen to the next episode. It takes 10 minutes, it's free, and rate yourself on where you actually are RIGHT NOW — not where you want to be. Be honest. That's the whole point.

• Wispr Flow — a dictation app I love for quickly filling in text fields online, when using AI, texting, or drafting emails. Highly recommend if you hate typing on your phone!

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

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How Healthy Is Your Business Right Now? — Well Women Business Podcast Ep. 3

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I spent months building a digital product shop I thought would generate passive income for my nature-based therapy business. You know what I got? Four products sitting on a website nobody visits, a tax situation no one warned me about, and the occasional $47 sale that felt exciting for about 30 seconds. In this episode, I'm sharing the real story of why I wasted that time, why the passive income dream is almost always sold to you by someone making money off selling the dream, and what ACTUALLY creates leverage in a service-based health or wellness business. The answer isn't fewer revenue streams, it's better ones, with the right people running them.

In This Episode

• The digital product shop I built that mostly sits there... and the $47 sale that made me feel great for exactly one minute

• What the passive income crowd ISN'T showing you (the backend, the taxes, the constant marketing that never actually stops)

• Why fragmentation is one of the most expensive things you can do when you're running a multi-six-figure business

• The question that actually builds leverage: not 'how do I make money while I sleep?' but 'how do I make work feel like less?'

• My CFO Nicole... and why finding someone who LOVES spreadsheets when you want to throw them out a window is the actual secret

• Why health and wellness businesses have a competitive advantage that AI literally cannot take from you

Take Action

Think about your business right now: how could you restructure the work so that you and your team are doing more of what lights you up and less of what drains you? Not someday. This week, pick one thing you hate doing and figure out who could own it instead.

Resources From This Episode

• Well Women Business Assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!

In 2020, I interviewed a woman making a million dollars a year in her therapy practice and I was SPEECHLESS. Six years later, my own practice will hit 1.1 million this year... and I keep telling myself I just got lucky. That's imposter syndrome. And here's the thing: it never fully goes away, and I'm actually going to make the case that this is a GOOD thing. In this episode, I walk through the three lies women CEOs tell themselves about their own success, what the truth actually is, and why feeling like an imposter might be the best sign your business is headed exactly where you want it to go.

In This Episode

• The interview that left me speechless in 2020... and why I'm now dismissing the exact same thing in myself

• Where imposter syndrome actually comes from (coined in 1978 studying high-achieving women... surprise, surprise)

• The three lies: 'I just got lucky,' 'anyone could have done this,' and 'I'm not ready' ... and the truth you can say back to each one

• Why only 1.9% of women ever hit seven figures in revenue, and what that means about you being in that room

• Why community at this level isn't a nice-to-have... it's a BUSINESS TOOL

• My 'grow or die' philosophy... and why I keep saying it even though I know some of you might hate it

Take Action

Think of something you've built, led, or accomplished in your business that you've been dismissing or not celebrating. Now ask yourself: if a woman you admire had done the exact same thing, wouldn't you think she was remarkable? Give yourself that same credit, out loud, and then actually do something to celebrate it this week.

Resources From This Episode

• Well Women Business Assessment

Please subscribe and leave a review for the Well Women Business Podcast wherever you listen. It helps the podcast reach more women, and I read every single one!