client case studies
Our case studies showcase real-life success stories and highlight the transformative journeys of our valued clients. These provide a glimpse into the positive impact Build The Balance has made in helping individuals and businesses achieve their goals, overcome challenges, and find greater balance in their lives. Explore these stories to see firsthand the power of our tailored solutions and the possibilities ahead for you.
Helping a Global Educator Build a Business That Runs with Heart and Structure
Client Snapshot
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Client: Dr. Jo Shapiro
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Client Type: International Educator & Speaker, Executive Leader
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Services Delivered:
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Strategic Planning
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Life Management System Design (Business Infrastructure)
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Ongoing Strategic Support & Implementation
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Business & Brand Operations (Legacy OBM Role)
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Delivery Type: Virtual
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Duration of Engagement: 2019 - Present
Jo Shapiro, MD
Transformation Story
When Dr. Jo Shapiro first connected with Build the Balance in 2019, she was running a fast-growing speaking and consulting practice, in addition to her national and international leadership in medicine. Her work was expanding rapidly, but the systems behind it weren’t keeping pace. She was juggling event coordination, communications, marketing, and logistics on her own—and it was costing her clarity, capacity, and peace of mind. She didn’t need another tool. She needed a partner.
What began as virtual assistant support quickly evolved into a full-scale business infrastructure strategy. Aleisha stepped in to create the operational foundation Jo’s work deserved: streamlined task and time systems, brand and marketing support, a redesigned web presence, and total behind-the-scenes management of Jo’s speaking and consulting engagements.
Over time, their partnership evolved into a long-term strategic collaboration—one that continues to adapt as Jo’s work, business, and vision grow. Today, Jo’s work feels supported, structured, and seamless. She’s able to focus on what she does best—sharing her message with the world—because the systems around her are designed to make it all flow.
The Support at a Glance
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Strategic business planning and idea partnership
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Design and implementation of business infrastructure systems
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Calendar and event coordination for national and international engagements
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Marketing, communication, and presentation support
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System and process building that evolves with her career
WHAT DR. SHAPIRO SAYS
"Aleisha absolutely transformed my work life. On so many levels, she has made my life more organized, easier, rewarding, and fun. Her integrity, compassion, commitment, and creativity are unmatched. She has a keen understanding of how best to support me, my work, and my life."
Erin Harrison
Erin Harrison is a licensed therapist and educator helping people with her unique and refreshing perspective.
Client Snapshot
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Client: Erin Harrison
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Client Type: Therapist, Educator, Emerging Coach & Creative Entrepreneur
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Services Delivered:
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Strategic Planning & Brand Visioning
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Life-Aligned Business Design
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Website Development & Updates
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Course Creation
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Ongoing Brand Evolution Support
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Delivery Type: Virtual
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Duration of Engagement: Ongoing since 2019
Transformation Story
When Erin first came to Build the Balance, she had a vision—but no roadmap. A licensed therapist and educator with a powerful voice and perspective, she knew she wanted to create something of her own, but wasn’t sure where to start.
Together, we brought her vision to life. From early brand development to website design, strategic planning, and business evolution, Aleisha served as Erin’s ongoing partner, helping her build a platform that felt both authentic and aligned. With each new chapter of her business, we’ve clarified her message, simplified her systems, and created offerings that reflect the season she’s in.
Today, Erin is the founder of Wood Sorrel Wellness—a thriving business rooted in her values, voice, and expertise. She’s created courses, evolved her brand, and built a sustainable practice that supports her professional purpose and her personal life.
Erin says she always leaves sessions feeling “calmer, clearer, and more confident.” Whether mapping new offerings or making small shifts to her online presence, Aleisha’s presence has been her guidepost for clarity and momentum.
Why This Story Matters
Erin’s story is a perfect example of how brand development can be a life design when done with intention. Helping someone bring their inner vision into the world isn’t just about colors and fonts—it’s about building a structure that reflects who they are, where they’re going, and what kind of life they want to live.
Through strategic planning, intuitive support, and systems that evolve with her, Aleisha helped Erin build not just a business but a better way of living and working.