Upmetrics AI Assistant:
How David Rachal III helps his clients turn side hustles into full-time businesses using Upmetrics
Discover how David Rachal III helps entrepreneurs plan, secure funding, and turn side hustles into full-time businesses with Upmetrics. Read the full success story.
Louisiana, United States
About David Rachal III
David Rachal III is a business solutions leader with over 20 years of expertise in medical fitness and coaching. He leads initiatives against childhood obesity and type 2 diabetes at the American Diabetes Association.
He’s also a business coach with an MBA in Healthcare, mentoring entrepreneurs and enhancing leadership at HEALTHEFIT, a provider linking medical fitness with health insurance. His work extends to program development for the US Marines and securing innovations in the health sector.
Furthermore, he specializes in product/service development and provides emotional intelligence coaching to help entrepreneurs make better decisions.
The Challenge
Traditional business planning methods were overwhelming for David’s clients, and the daunting task of completing everything often paralyzed business planning execution.
“Most of my clients and I were often overwhelmed by the extensive nature of the lists of topics that needed to be addressed in a business plan,” said David Rachal III while talking to our executives about their challenges.
He furthermore added, “The overwhelming feeling of completing everything was a daunting task that sometimes paralyzed business planning execution.”
David and his entrepreneur clients’ struggles sounded like they needed a comprehensive business planning solution to help them simplify business and financial plan creation and provide timely assistance.
After struggling with traditional methods of planning, David and his clients used Business Plan Pro, but it didn’t seem to be the right fit for their requirements. “I was using Business Plan Pro but needed a more comprehensive and cost-effective solution,” David told us.
Most of his clients were entrepreneurs with side hustles that were potential full-time businesses. So, he needed a comprehensive planning tool that’d support him to help his clients make better plans, secure required funding, and turn full-time entrepreneurs.
That is where Upmetrics came into the picture. Considering David, his clients, and their business planning requirements, Upmetrics was just the perfect solution.
Rise to Purpose
The Solution
“Upmetrics proved to be a more comprehensive and cost-effective alternative to the existing tool I’ve been using. As a result, many of his clients were able to turn their side hustles into a full-time business.”
As mentioned before, David used Business Plan Pro for planning before Upmetrics. While the tool take care of general planning requirements, David soon realized he needed a comprehensive solution to efficiently manage his all clients in one place and coach them directly from the platform.
Among the features David liked most were guided plan builder, financial forecasting tool, and collaboration features.
Enhanced client collaboration and streamlined processes
David found the platform particularly helpful for guiding his clients directly from the platform. “Direct coaching through Upmetrics has become a game-changer, particularly for those who get stuck in the planning phase,” says David.
He finds that being able to intervene and guide his clients in real-time helps explain the complexities of business planning and encourages active participation.
“The ability to share the plan interactively ensures that my clients are engaged and understand every step. This reduces back-and-forth and speeds up the decision-making process.” He further added.
Rise to Purpose
Guided, drag-and-drop business plan builder
Upmetrics’ guided, drag-and-drop builder and 400+ industry-specific templates simplify business planning for new entrepreneurs.
“The drag-and-drop functionality allowed his clients to organize sections effortlessly, making structuring plans quick and easier,” David explains. He appreciates how clients can build their plans with structured guidance, which helps them articulate their business models more clearly and confidently.
He continues, “Seeing the business plan take shape in a structured manner boosts my clients’ confidence. They’re not just satisfied with the end product; they feel empowered by the process, knowing they have a solid plan to move forward with.”
Rise to Purpose
The Impact
Thanks to Upmetrics, David and his clients saved a lot of time. While the ability to coach directly from the platform has been an incredible asset, the financial forecasting tool helped many of his clients secure funding through SBA loans, angel investors, and more.
“The business plan tutorial has saved me tons of time. Thanks to its financial planning tools, one of my clients secured a $175K SBA Loan. Another client raised $90K from angel investors using the same features.” Told David Rachal III when asked about the impact of using Upmetrics.
Migrating to Upmetrics from Business Plan Pro has been a terrific decision for David and his clients. Upmetrics didn’t just streamline the planning process but also educated David’s clients to prepare better plans and be great entrepreneurs.
David explained how having completed a business plan felt like a huge weight lifted off of the shoulders of many of his clients, and knowing their business better made them confident about their business ideas.
We asked David about what he foresees using Upmetrics, and he said, “As I develop a new division in my company, I’ll be focusing on helping fitness entrepreneurs work not just with clients but also alongside healthcare professionals.”
“And with Upmetrics, I’m ensuring a solid business plan is in place to support this transition and maximize their chances of success.” He further added.
Rise to Purpose
Upmetrics for business consultants and advisors
Upmetrics has been crucial in streamlining David and his clients’ business planning processes. David has been using Upmetrics for over three years and considers it an essential tool in their success. He strongly recommends it to peer consultants looking to improve delivery and streamline processes.
Business consultants and advisors rely heavily on business planning software and tools like Upmetrics to help clients plan their ideas.
Our role in David Simsek’s story can also be played in yours. Are you a business advisor or consultant looking for a one-stop business planning solution for your agency? Look no further; check out Upmetrics’ solutions for business consultants and advisors.
