Case Study

How Valerie simplified 23 years of operations and got her studio ready to sell

Valerie Kiser has run Sunrise Yoga Studio in Clemmons, North Carolina for over two decades. She was managing five separate platforms just to keep the business running. Consolidating onto OfferingTree didn't just save her time and money, it gave her peace of mind in the longevity of her business.

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Video Snapshot

Hear it from Valerie

Valerie shares how consolidating onto OfferingTree simplified 23 years of operations.

Valerie Kiser
Founder, Sunrise Yoga Studio
Context

Five platforms and only partially integrated

After more than a decade on MindBody, Valerie's tech stack had grown into five separate tools, each with its own cost and its own quirks.
  • MindBody handled scheduling, a separate tool ran email automations, Vimeo hosted her video library, and WordPress ran her website, four systems that didn't always talk to each other
  • Automation errors between platforms meant reminders sometimes went to the wrong person, and troubleshooting required outside consultants
  • Her video library required manually changing and distributing a shared password every single month
  • With a future studio sale in mind, handing a buyer five disconnected systems felt like anything but a clean business
Solution

Introducing OfferingTree, the one platform that covered everything

"I feel confident that I'm handing over as clean of a business as I can. It's one thing. If I were buying a business, I would like to know that it's really simple. Here it is, it does everything, and it's all put together for you."
Valerie Kiser, Founder of Sunrise Yoga Studio
  • OfferingTree let Valerie upload her entire video library directly into the platform, tied to membership tiers, with no separate password management
  • Website hosting, maintenance, and security all rolled into one monthly price instead of scattered plugins and fees
  • Her IT background meant pointed questions about backups and data integrity. OfferingTree arranged a direct call with co-founder Arvind to answer them
  • She ran both systems in parallel for a few weeks during migration and confirmed nothing (memberships, registrations, payment info) was lost in the move
Favorite Features

Everything Valerie consolidated onto one platform

On-Demand Content

Her entire pandemic-era video library now lives inside OfferingTree, automatically permissioned by membership tier with no manual password resets.

On-Demand Content

Her entire pandemic-era video library now lives inside OfferingTree, automatically permissioned by membership tier with no manual password resets.

Website Builder

Hosting, maintenance, and security are handled in one price, replacing a WordPress setup that needed constant plugin upkeep.

Website Builder

Hosting, maintenance, and security are handled in one price, replacing a WordPress setup that needed constant plugin upkeep.

Yoga studio manager

Staff Management

Granular role permissions let teachers check students in without seeing sensitive contact details, while front desk and subs each get their own access level.

Yoga studio manager

Staff Management

Granular role permissions let teachers check students in without seeing sensitive contact details, while front desk and subs each get their own access level.

Client Management

Guest passes, once tracked on paper punch cards, are now automated. Guests are enrolled automatically and greeted by name at check-in.

Client Management

Guest passes, once tracked on paper punch cards, are now automated. Guests are enrolled automatically and greeted by name at check-in.

Results

Fewer platforms, the best support ever, and a business ready to sell

  • Five platforms (MindBody, BrandBot/LensView, Vimeo, WordPress, and a manual spreadsheet) collapsed into one
  • Automations run reliably now that there's no data handoff between systems to break
  • Students largely stopped needing help with sign-up and login after the initial transition
  • Valerie describes OfferingTree's support as the best she's experienced from any vendor, in any industry, in over two decades
"Once you get past that initial headache, and I don't mean it to sound that dramatic, it's really been so simple for us. It was worth it, for sure."
Valerie Kiser, Founder of Sunrise Yoga Studio
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