The Owner of the two clinics, Dr. Sera Lavelle PHD, had built a thriving succesful business but found herself constantly involved in the day-to-day operations, managing too many responsibilities, and unable to focus on growth. Despite having a team, operations still relied heavily on her, making it impossible to focus on scaling.
She needed a structured approach to streamline operations, empower her team, and build systems that supported long-term success - without her constant involvement.
Through strategic consulting, leadership restructuring, and system implementation, we transformed the way her business operated, allowing her to step back from daily tasks and step fully into her role as CEO.
NY Health Hypnosis & Integrative Therapy + Soho Integrative EMDR
Creating a Hands-Off Growth Model
Key Tools Used: ClickUp, SOPs, Automated Client & Team Workflows
Outcome: Hands-free operations, streamlined team management, and scalable growth with a projected 3 x increase in profitability over the year.
More details
Location: New York, USA
Industry: Therapy
Project Duration: 6 months
Project Scope: Team Restructuring, Systems Implementation, Leadership Development
Quick facts
Through COO Consulting and operational restructuring, we transformed the clinics into a self-sustaining business that no longer required the owner’s daily involvement.
✔ Restructured the team to improve efficiency and establish a stronger leadership framework.
✔ Developed and implemented a Clinic General Manager role, outlining key responsibilities and leadership structure to ensure smooth operations. Promoted an internal team member into the role, significantly reducing Dr. Sera’s direct involvement in daily management.
✔ Integrated ClickUp to streamline team workflows, enhance communication, and improve operational efficiency.
✔ Created SOPs & onboarding systems to standardize hiring, training, and daily processes for consistency and scalability.
✔ Refined key client intake & consult processes, improving operational flow and client experience.
✔ Built a structured leadership model, empowering the team to take full ownership of day-to-day operations.
As a result, Dr. Sera now operates hands-free, focusing on growth while her business runs smoothly. She has more time, less stress, and a scalable foundation for long-term profitability and expansion.
The results
"Theresa Lambert's expertise as COO has been transformative for my practice. She took a hands-on approach in restructuring my team and implemented automated processes that have streamlined our operations. Her strategic vision and attention to detail have freed me up to focus on my clients and the growth of my business. Thanks to her, our team runs smoothly, and I’m truly hands-free in a way I never thought possible."
Dr. Sera Lavelle, PhD
Owner/CEO Soho Integrative Psychology Services PLLC
"Her strategic vision and attention to detail have freed me up to focus on my clients and the growth of my business."
