Scale Like a CEO. Operate Like a Legacy Brand.
At Upscale NewGen, we help purpose-driven coaches, consultants, professionals and experts scale sustainably with:
01
Systems that run smoothly behind the scenes
02
Marketing that builds authority and trust
03
High-level Operations Support
...so they can step fully into the CEO role and grow with ease.
TL;DR — Here’s How We Work Together
Operations & Marketing Systems Strategy
Set up, streamline, and automate the backend of your business from CRM systems to nurture workflows and funnels.
Fractional COO Support
Strategic operational oversight and high-level execution support to help you step fully into your CEO role.
VIP Days & Done-for-You Projects
Quick, powerful support for launches, system builds, marketing setup, or backend clean-up when you need results fast.
Ongoing Retainer Support
Long-term, premium partnership for businesses scaling sustainably with strategic operations and marketing systems in place.
Ready to scale like a CEO?
What We Can Take Off Your Plate
We provide done-for-you support that helps you grow with clarity, confidence, and structure.
Smart, scalable support for entrepreneurs building premium service-based businesses.
Business Operations & Growth Management
Lead like a CEO with systems, structure, and strategic support.
For clients who are overwhelmed managing their team, tasks, and business backend. We bring order to the chaos.
What’s Included:
Strategic Operations Management (weekly CEO support)
Workflow Audits & System Optimization
Team & Project Management
SOP Creation & Documentation
Metrics Dashboard + Reporting
Common Goals We Help With:
Freeing up CEO time
Delegating with confidence
Scaling without burnout
Launch & Funnel Strategy + Execution
We map out, manage, and build launches that actually convert.
For clients launching or relaunching a group offer, certification, membership, or digital product and who need both strategy + execution .
What’s Included:
Offer + Funnel Strategy
Launch Timeline & Project Management
Copy Frameworks for Sales Page, Emails, and Checkout
Funnel Builds inside GoHighLevel, Kajabi, or WordPress
Tech Setup & Automations
Common Goals We Help With:
High-converting, stress-free launches
Systems that nurture leads and close sales
Offers that are clear, well-positioned, and sell with ease
Social Media & Visibility Strategy
Show up like the premium brand you are, consistently and intentionally.
For personal brands who are tired of guessing what to post and want their content to attract clients and build trust while they focus on delivery.
What’s Included:
Content Strategy & Planning (aligned with launches + biz goals)
Reels Editing, Caption Writing, & Graphics (done-for-you)
Organic Lead Generation Strategy (DMs, Hashtags, Outreach)
Weekly Scheduling, Reporting, and Optimization
Common Goals We Help With:
Building an online presence that converts
Attracting high-quality, aligned leads
Consistency without burnout
Systems & Tech Integration (GoHighLevel & Beyond)
The backend magic that makes everything flow seamlessly.
For clients who need systems that support growth, from CRM to funnels to automation, we handle the tech so they can focus on results.
What’s Included:
CRM Setup & Automation (GoHighLevel, Dubsado, Kajabi, Flodesk)
Funnel Design (Opt-in, Sales, Booking)
Email Sequences (Nurture, Launch, Follow-up)
Booking Workflows & Lead Routing
Website Page Builds (WordPress, Squarespace, ShowIt)
Common Goals We Help With:
Centralized, streamlined client management
Converting more leads automatically
Tech systems that scale with the business
Our Most Requested Packages
DM “SCALE” on Instagram @regina.upscalenewgen
Spots are limited! Let's talk about how we can support your next level.
From Vision to Execution: Success Stories from Our Clients
"Working with Regina helped me finally step out of the weeds of my business. Everything runs smoother, my launch was my best yet, and I finally feel like a CEO."
Client
Certified Coach & Program Creator
"The systems she set up for my law firm were a game changer. Now I can actually breathe and focus on serving my clients at a higher level."
Client
Legal Consultant
"From messy backend to streamlined and scalable. I’m so grateful I invested in her team."
Client
Online Educator
More results & case studies available upon request.
Meet Regina
Founder of Upscale NewGen
With years of experience in operations, marketing, and digital systems, I partner with purpose-driven entrepreneurs who are done doing it all alone and ready to scale with clarity and ease.
Tailored Solutions to Help You Scale
The CEO Scale Package
For leaders ready to run their business like a true CEO with full operations and marketing support.
What’s Included:
Weekly CEO Ops Support + Strategy Calls
Project & Team Management
KPI Dashboards + Weekly Reports
Content Calendar Planning
Reels + Captions + Graphics (4–5 posts/week)
Monthly Email Nurture or Launch Sequences
Social Media Scheduling + Lead Generation Strategy
CRM + Systems Maintenance (GHL or others)
Ideal For:
Established coaches, experts, or professionals managing a team, programs, or multiple offers who want done-for-you support.
Timeline:
Ongoing (Retainer)
Investment: $$$
Based on number of platforms, team scope, and content volume
Or send an email to [email protected] for inquiries
Marketing & Ops Accelerator
For entrepreneurs ready to stabilize and scale their business with optimized marketing systems and backend operations.
What’s Included:
CRM Setup or Optimization (including tags, automations, and pipelines)
Thrivecart Funnel Build & Integration (or preferred checkout platform)
Email Marketing Setup (Pre-Launch, Nurture, and Follow-Up Sequences)
Lead Generation Funnel Mapping and Implementation
Basic Sales Pipeline Setup
Audience Nurturing Automations
Client Onboarding Workflow Creation Light
Launch Support (optional if launching a program or digital offer)
Ideal For:
Coaches, consultants, and service providers who have offers ready but need strategic marketing and operational foundations to scale their online income with clarity and ease.
Timeline:
Ongoing (Retainer)
Investment: $$$
Based on platform complexity, funnel needs, and automation scope.
Or send an email to [email protected] for inquiries
The Launch Accelerator
Strategy + Systems + Support to plan, build, and execute a high-converting launch.
What’s Included:
90-minute Launch Strategy Session
Custom Launch Timeline & Checklist
Funnel Copy Framework (opt-in, sales, email)
Funnel Build + Automations (GHL, WordPress, etc.)
Email Sequences (Pre-Launch, Live Launch, Follow-up)
Basic Design for Funnel Pages
Tech Setup: CRM, Tags, Triggers, Forms
Light Social Media Planning (3–5 pre-launch posts)
Ideal For:
Entrepreneurs launching a new program, membership, digital product, or certification.
Timeline:
8–12 weeks (Project-Based) or Ongoing (Retainer)
Investment: $$$
Add-ons: Full content creation or ads management
Or send an email to [email protected] for inquiries
The Visibility Builder
Build momentum and attract premium clients with consistent content and strategy.
What’s Included:
Monthly Content Strategy & Planning
4–5 Weekly Posts: Reels, Carousels, Image Graphics
Caption Writing + Hashtag Strategy
Reels Editing + Canva Graphics
Metric Tracking + Monthly Report
Commenting & Engagement Strategy (optional add-on)
Ideal For:
Service-based businesses ready to delegate their content and grow authority.
Timeline:
Ongoing (Retainer)
Investment: $$$
Varies based on platforms, post volume, and editing complexity
Or send an email to [email protected] for inquiries
The Systems VIP Day
Done-in-a-day systems setup for fast-moving entrepreneurs who want tech out of the way.
What’s Included:
GoHighLevel CRM Setup
Funnel + Automation Build
Dubsado Full Workflow Setup
Email Marketing Integration
Ideal For:
Booking calendar setup, forms, tags/triggers, emails, basic page design
Timeline:
1–2 VIP Days
Investment: $$$
Includes strategy + implementation with 5-day post-support
Or send an email to [email protected] for inquiries
Before You Book: Here’s Who We Serve Best
Is This You? Let’s See…
You’re exactly who we’re here to support if:
You’re a coach, consultant, lawyer, or expert with a
premium service-based business
You’re ready to scale and want expert support in operations, systems, and marketing
You’ve got offers that are working, but your backend is overwhelming or manual
You want to step out of day-to-day tasks and lead your business like a true CEO
You’re launching (or relaunching) a program, membership, or digital product
You value strategy, clarity, and structure - not trial and error
You’re looking for a long-term strategic partner, not just a one-time VA or tech setup
You’re ready to invest in high-level support that delivers real results
This is NOT for you if...
We might not be a great fit if:
You’re just starting out and haven’t validated your offer or niche
You’re looking for low-cost, entry-level services or “quick fix” hacks
You’re not ready to invest time, energy, or finances into growing your business
You don’t believe in delegating or trusting experts with your systems and strategy
You’re still figuring out what your business goals are
You’re only looking for social media design or simple tech tasks with no strategic direction
Ready to scale with strategy, structure, and soul?
Whether you’re launching your next big offer, need systems that work, or simply want to stop doing it all alone. We’re here to help.
Or DM “SCALE” to us on Instagram @regina.upscalenewgen
Let’s build the backend of your dreams so you can lead with clarity and ease.
Not sure what you need yet? That’s okay. Book a call and let’s figure it out together. We’re here to support your next level, not pressure you into anything.
If you have any questions, feel free to send an email to [email protected]
