

Geraldine Carter - Melting The Pyramid
Jun 3, 2025
Geraldine Carter, a coach for CPAs, shares her journey from a $9,500 mastermind model to an accessible $995/month subscription service. She discusses the concept of 'melting the pyramid,' focusing on how to optimize client relationships for better scalability. Geraldine reveals key strategies for navigating business transformations, adapting coaching for unique CPA demands, and simplifying launch processes. Her insights on subscription models emphasize the emotional investment needed from clients while maintaining revenue stability and enhancing community engagement.
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Understanding Melting the Pyramid
- Melting the pyramid means shifting from one-on-one client work to serving larger groups at lower prices.
- This transformation flattens the pyramid by repurposing time from high-touch work to scalable delivery.
Pivot Born from Key Discussion
- Geraldine was running successful mastermind group programs but sensed the need for change.
- A key conversation in early 2025 sparked the idea to pivot her business model.
Plan Offers and Messaging Carefully
- When transitioning programs, thoroughly review and adjust your offers and sales messaging.
- Tailor messaging for different client groups to ensure clarity and smooth adoption.