Strategic Support. Intentional Systems. Sustainable Growth.

An operations & VA agency for heart-centered Coaches and Healers who are ready to step out of the daily "doing" and back into their Zone of Genius.

who we work with

Your work is transforming lives…

Your clients are thriving…

Your business is growing…

But behind the scenes…

  • Scattered Tasks: You spend more time managing the "admin chaos" than being in your zone of genius.

  • Rushed Launches: You are constantly executing last-minute instead of planning with intention.

  • Energy Drains: You are craving space and structure, but you’re stuck doing it all alone.

You are meant to be the Architect of your life and business, NOT the assistant to your own success.

That’s where Root & Rise Agency comes in.

WELCOME TO

Root & Rise Agency

Hi, I’m Annie.

An Online Business Manager and the Founder of Root & Rise, dedicated to supporting heart-centered coaches expand their business.

With six years of experience in the coaching industry, I've seen many coaches struggle with the heavy lift of delegating tasks and the mental load of managing their own VAs.

They often fall into the trap of believing that "doing it all" is a badge of honor, without realizing its hidden cost:

The "I-can-do-it-all" badge is costing you your impact.

Root & Rise was born to be the operational container that allows your brilliance to breathe.

We exist to support the coach who is ready to reclaim the time and space needed for their creativity to flourish and start being the Architect of their empire.

Hiring the right support allows you protect your energy for what you do best: Coaching!
Let us be an extra pair of hands to help you expand and amplify your impact with more ease and flow.

…are done with “I-can-do-it-all ”trap

We handle the “how-tos,” so you never have to become the tech expert of your own business.

We Serve Leaders Who:

…value energy over to-dos

We help you reclaim your energy—not just for more work, but for more life, so you can protect your peace.

…want partnership, NOT management

We provide the strategic oversight so you don’t have to manage individual VAs or “babysit” tasks.

…need intuitive support

We match you with a heart-centered VA who is attuned to your energy to ensure you get a team that moves with your rhythm.

We Serve Leaders Who:

…is done with “I-can-do-it-all ”trap

We handle the “how-tos,” so you never have to become the tech expert of your own business.

…values energy over to-dos

We help you reclaim your energy—not just for more work, but for more life, so you can protect your peace.

…need intuitive support

We match you with a heart-centered VA who is attuned to your energy to ensure you get a team that moves with your rhythm.

…wants partnership, NOT management

We provide the strategic oversight so you don’t have to manage individual VAs or “babysit” tasks.

Our Core Values

Heart before Hustle

Presence and integrity over urgency.

Ease through Structure

Systems designed to support your evolution, not restrict it.

Partnership over Tasks

We work with you, not just for you. Your mission is our shared purpose.

Explore Our Services

“Working with Annie and her team has been deeply transformative for my soul’s work. I feel supported, grounded, & resourced in a way that allows me to show up more professionally and more authentically.”

— SAVY HO, CERTIFIED SOUND HEALER

Operations & Systems

  • Streamlining workflows inside project management tools, such as Notion, ClickUp, Airtable, or Asana, etc..

  • Creating and documenting SOPs for scalability

  • Setting up automation for client onboarding, content workflows, and recurring tasks

  • Auditing current systems and identifying gaps or inefficiencies

Our Pillars of Support

We offer comprehensive back-end support designed to bring rhythm and flow to your business.

We tend to the roots so you can rise

Client & Administrative Management

  • Managing inboxes and responding with professionalism and warmth

  • Scheduling, calendar management, and appointment coordination

  • Client onboarding, offboarding, and satisfaction follow-up

  • CRM management, updating client records, and tracking engagement

Project Management & Launch Support

  • Planning and coordinating launches from timeline to execution

  • Managing deliverables, tasks, and communications across your team

  • Monitoring progress and ensuring deadlines are met

  • Communicating updates and keeping everyone aligned

Light Tech & Website Maintenance

  • Updating website copy, links, pages, and resources

  • Managing integrations across platforms (Flodesk, Teachable, Kajabi, etc.)

  • Ensuring systems talk to each other smoothly

  • Troubleshooting minor tech issues and coordinating with developers if needed

Content Repurposing & Social Media Support

  • Repurposing long-form content into posts, captions, emails, or stories

  • Uploading, scheduling, and formatting content in your preferred platforms

  • Creating light graphics using templates (Canva)

  • Tracking and reporting engagement trends

[PACKAGE 1: ROOTING] $350/month

Best for: Coaches needing light, ongoing support to stay grounded and organized.

  • 10 Hours Virtual Assistance

  • All Services Included

  • Quarterly Strategy & Planning Session with Annie

  • Focus: Task tracking and flexible month-to-month partnership.

Choose Your Level of Support

All packages include a dedicated, managed Virtual Assistant and strategy calls with Annie.

Purchase ROOTING Package

[PACKAGE 2: BUDDING] $700/month

Best for: Businesses expanding their offers or managing multiple clients.

  • 20 Hours Virtual Assistance

  • All Services Included

  • Bi-Monthly Strategy & Planning Calls with Annie

  • Focus: System refinement and process optimization.

Purchase budding Package

[PACKAGE 3: RISING] $1,050/month

Best for: Businesses expanding their offers or managing multiple clients.

  • 30 Hours Virtual Assistance

  • All Services Included

  • Monthly Strategy & Planning Call with Annie

  • Focus: Deeper business structure and system health reporting.

Purchase Rising Package

Not sure which level of support is right for you?

Choosing the right rhythm for your business is a big step. If you need clarity on which package aligns best with your current season, book your Discovery Call with Annie.

APPLY FOR a discovery call

“Annie doesn’t just build efficient systems; she builds smart, human-centered ones that elevate both team workflow and client experience. Her systems were essential to our smooth growth into a 6-figure offering.”

— MILENA NGUYEN, BUSINESS COACH, PUBLISHED AUTHOR

Our Referral Program

The "Root & Rise" Village

At Root & Rise, we believe in the power of community.

For every coach or healer who joins our agency through your referral, you’ll receive $50 off your package. There is no limit to how much you can save by helping our community grow.

Check more in-details about our referral program →

  • It is our way of building a community of heart-centered leaders who support one another. We believe that when one soul-led business thrives, we all rise. This program rewards you for inviting your network into our ecosystem of ease and alignment.

  • We designed this to be a beautiful exchange for everyone involved:

    • For You: You receive $50 off your package for every coach or friend who joins our agency.

    • For Them: Your friend also receives $50 off their package for as long as they stay with us.

    • For Us: We get to extend our heart-led support to more visionaries who deserve a trusted team behind them.

  • Not at all. There is no limit to how many coaches or healers you can refer. The more you invite to join you in this experience, the more your own investment reduces.

  • Our mission is to ensure that no heart-centered coach has to struggle alone. You deserve to offload your plate to an experienced team so you can stay in your brilliance. By referring others, you are helping us create a village where soulful visionaries can grow, expand, and rise together.

  • Simply share your experience with your network! When your referral applies, have them mention your name so we can apply the "Village" discount to both of your accounts.

Frequently Asked Questions

  • If you are spending more time troubleshooting tech or answering emails than you are coaching, you are ready. Our Rooting Package is the perfect entry point for those ready to test the waters of delegation.

  • Our agency is powered by a team of VAs who are sensitive and introverted by nature. This means they possess a natural gift for deep listening and high empathy. They aren’t just checking off boxes; they are intuitively attuned to your needs and the unique needs of your clients.

    Every VA in our agency is trained to communicate with the same warmth, nuance, and integrity that you provide in your own coaching, ensuring your "voice" is never lost in translation.

    To ensure a perfect alignment, Annie personally consults with you to understand your vision and business flow. She then hand-matches you with a heart-centered VA who best fits your personality, the nature of your business, and your unique energy.

  • No. That is the Root & Rise difference. When you hire a solo freelancer, you often trade one job for another: Manager.

    At Root & Rise, we remove that burden for you. While you collaborate daily with your VA, I, Annie, provide the strategic oversight. We hold the operational container so you can stay in your creative flow.

    This isn't just about outsourcing tasks; it’s about reclaiming your time and peace of mind in a way that no amount of money can match. You return to being the Architect of your business, while we handle the rest.

  • Upfront billing allows us to "root" your dedicated VA’s time exclusively for you, ensuring they are available when you need them. While hours do not roll over, your Strategy Sessions with Annie are designed to help you plan your month effectively so you maximize every minute of your support.

  • Because we are an agency and not a solo freelancer, your business has a safety net. We ensure there is a "knowledge transfer" in place so that if your primary VA is away, we can provide bridge support to keep your essential systems running smoothly.

  • Absolutely. We believe in Ease through Structure. You can start with the Rooting Package and upgrade to Budding or Rising as your launches expand or your client load increases. We simply require 14 days' notice before your next billing cycle to adjust your support level.

  • We are a global agency and very comfortable working across timezones. We use asynchronous tools like ClickUp, Slack, and Loom so that work continues while you sleep. We establish clear "rhythms" for communication that respect your boundaries and your local time.

Client Love

“Annie is hard-working, caring, and professional.”

“What felt most supportive about working with her was
that she genuinely wanted to help clients and fix their
problems. She did a solid job of getting our automation
going, which was a significant change in our business. ”

TIM DENNING
Writer

“Working with Annie is the best business investment I’ve made this year.”

“It has been truly liberating. I now spend almost no time on socials, which has freed up my time and creativity to focus on where I thrive. I feel more accountable, inspired, and professional in my work than ever before.”

DONNA WILLIAMS
Founder of
Emergencyoga

“Adept at creating clean, efficient systems that are easy to follow.”

“Annie has solid ideas for improving both customer and internal team experiences. I highly recommend Annie for a role in which customer
satisfaction is paramount and where she can use her
innovation. ”

KIM CROWDER
Advisor, Facilitator,
Speaker

Ready to Root, Rise, & Reclaim Your Time?

Let’s build the operations that hold your business, so you can rise into your next season with more ease, flow, and freedom.

Apply for a discovery call here