About Holistically Simple | Holistically Simple PMA

Origin Story

From $0 to $40K/Month—
Then Hitting the Ceiling

Why strategic operating systems matter more than hustle, and how two founder's breaking point became 500+ operators' breakthrough.

The Problem We Lived (And Couldn't Ignore)

In 2019, We were living the "successful" independent operator dream: $40K/month in consulting revenue, no employees, total freedom. On paper, We'd made it.

In reality? We were drowning.

We had 11 different software subscriptions that didn't talk to each other. We spent 20+ hours every week on administrative tasks—client onboarding, invoicing, email follow-ups, scheduling. We couldn't forecast revenue beyond 30 days because every month was a scramble to replace the previous month's income.

And the worst part? We were completely alone. No peer group. No strategic sounding board. Every major decision—pricing, positioning, hiring, systems—We made in isolation, second-guessing ourself constantly.

"We'd escaped the corporate ladder only to build our own cage. We were working 60-hour weeks to maintain $40K/month, knowing that if we stopped grinding, the revenue would collapse. That's not freedom—that's just self-employment with better marketing."

— Edward & Julliana, Founder

The Pattern We Discovered

We thought we were was the only ones struggling. Then we started asking around.

Turns out, profitable independent operators at the $10K-$50K/month stage all face the same invisible ceiling—not because they lack skills or work ethic, but because nobody builds systems for this stage.

The market offers two extremes:

DIY tools for beginners (aimed at solopreneurs making $5K/month, focused on "getting started") and enterprise platforms for corporations (designed for teams of 50+ with six-figure budgets).

The profitable middle—independent operators ready to scale from $10K to $50K+ monthly without hiring a team or sacrificing their lives—was completely ignored.

$16,968
The average annual cost of tool fragmentation for independent operators—paying for HubSpot, ClickFunnels, Zapier, Calendly, ChatGPT Plus, SEMrush, ActiveCampaign, and more, with zero integration.

The Breaking Point That Changed Everything

In early 2021, We hit our limit. We'd been running at this pace for two years, and I could feel the burnout creeping in. We knew something fundamental had to change—not just tactics, but the entire operating system.

We spent 6 months reverse-engineering what actually worked:

→ Revenue systemization (so income becomes predictable, not chaotic)
→ Tool consolidation (one integrated platform instead of 10+ disconnected subscriptions)
→ AI-powered automation (eliminating 70% of routine admin tasks)
→ Strategic peer networks (access to operators solving the same problems)
→ Premium positioning (charging what you're worth, attracting ideal clients)

We called it the SCALE Framework—and it fundamentally changed our business.

Within 9 months: Revenue grew from $40K to $62K/month. Weekly work hours dropped from 60 to 35. Tool costs decreased by $1,400/month. And for the first time in three years, We had a strategic peer group we could actually trust.

"The breakthrough wasn't working harder—it was replacing chaotic hustle with strategic systems. Once we systematized revenue, consolidated operations, and automated delivery, scaling became inevitable instead of exhausting."

— Edward & Julliana

Why We Built This for 10,000 Others

After implementing SCALE in our own business, other operators started asking: "How did you do this?"

We started with 23 founding members in 2022—independent operators making $10K-$50K/month who were hitting the same ceiling I'd hit. We tested the framework, refined the systems, built the platform.

Today, 500+ operators across 40+ countries use Holistically Simple to scale strategically. Our members have collectively generated $15M+ in annual revenue, reclaimed 9,347+ hours of their lives, and saved $8.5M+ in tool costs.

This isn't a side project. It's our life's work—proof that independent operators don't have to choose between growth and freedom.

The Mission

Empower 10,000 profitable independent business owners to scale from $10K to $50K+ monthly revenue—without working longer hours, sacrificing quality of life, or losing the independence they fought to create.

Operating Principles

The contrarian beliefs that drive everything we build

🎯

Strategic Over Tactical

We focus on systems and frameworks that create lasting competitive advantage—not quick fixes or shiny objects.

🤝

Community Over Competition

We believe in peer collaboration and collective intelligence. Your success doesn't diminish others—it elevates the entire network.

Execution Over Education

We provide implementation tools and systems, not just information. Our members take action and see results.

📊

Evidence Over Hype

Every strategy we recommend is backed by member data and proven results. We measure what matters.

🌍

Global Over Local

Our members operate across 40+ countries. We build for borderless entrepreneurs who think globally.

🧘

Sustainable Over Sacrificial

We reject burnout culture. Growth should enhance your life, not consume it.

Edward & Julliana

Founder & Strategic Operating Systems Architect

After scaling an independent consulting practice from $0 to $40K/month in 3 years—then hitting a painful ceiling—Patrick reverse-engineered what profitable operators actually need to scale sustainably.

With a background in systems engineering and strategic consulting, they brought enterprise-level strategic thinking to the independent operator market.

Today, they leads Holistically Simple's mission to prove that sustainable, profitable growth doesn't require sacrificing the independence entrepreneurs fought so hard to achieve.

Personal Track Record
$0 → $62K/month in 5 years
Platform Impact
500+ operators, $15M+ collective revenue
Background
Systems Engineering + Strategic Consulting
Operating Model
Remote-first, 8 time zones, practice what we preach

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