Welcome to Root & Rise Agency

Root & Rise Agency, founded by Annie Phan - an Online Business Manager with over 5 years of experience - is an operations and virtual assistant agency for heart-centered coaches and healers.

We bring rhythm, structure, and aligned systems into your business, so you can focus on serving your clients, expanding your impact, and living in alignment with your energy.

Our team of trained and experienced heart-led VAs specializes in supporting soul-led business owners who want to scale with ease and in alignment with their truth.

Our Philosophy

At Root & Rise, we believe that the systems behind your business should feel like an extension of your energy: grounded, spacious, and nourishing.

We blend structure with flow, creating a rhythm that helps your business breathe.

Because sustainable growth isn’t about doing more. 

It’s about creating space for what truly matters.

Our Values

🌱 Heart before Hustle: We believe in presence, integrity, and energy alignment over busyness and urgency.

🌱 Ease through Structure: Every system we build is designed to support your evolution, not restrict it.

🌱 Partnership over Task-completion: We work with you, not for you. Your mission becomes our shared purpose.

What We Can Support You

We offer comprehensive back-end support so your business can thrive with clarity and flow.

🌼 Operations & Systems

• Streamlining workflows inside Notion, ClickUp, Airtable, or Asana
• Creating and documenting SOPs for scalability
• Setting up automation for client onboarding, content workflows, and recurring tasks
• Auditing current systems and identifying gaps or inefficiencies

🌼 Client & Administrative Management

• Managing inboxes and responding with professionalism and warmth
• Scheduling, calendar management, and appointment coordination
• Client onboarding, offboarding, and satisfaction follow-up
• CRM management, updating client records, and tracking engagement

🌼 Project Management & Launch Support

• Planning and coordinating launches from timeline to execution
• Managing deliverables, tasks, and communications across your team
• Monitoring progress and ensuring deadlines are met
• Communicating updates and keeping everyone aligned

🌼 Content Repurposing & Social Media Support

• Repurposing long-form content into posts, captions, emails, or stories
• Uploading, scheduling, and formatting content in your preferred platforms
• Creating light graphics using templates (Canva)
• Tracking and reporting engagement trends

🌼 Light Tech & Website Maintenance

• Updating website copy, links, pages, and resources
• Managing integrations across platforms (Flodesk, Teachable, Kajabi, etc.)
• Ensuring systems talk to each other smoothly
• Troubleshooting minor tech issues and coordinating with developers if needed