Case Studies

Client:
Learnivation (Founder’s testimonial featured)

Coach:
Merinda – Strategic Business Coach & Mentor


Background

Learnivation is an innovative business facing challenges common to many growing companies—lack of strategic focus, unclear leadership direction, and difficulty transitioning from operations to effective, visionary leadership.


The Challenge

Before engaging with Merinda, Learnivation’s founder was experiencing:

  • Strategic ambiguity and lack of focus
  • A heavy operational workload, limiting time for big-picture leadership
  • Struggles with identifying the next stage for business and personal growth

These issues resulted in slower growth, decreased motivation, and less enjoyment in the day-to-day running of the business.


The Solution

The founder partnered with Merinda for strategic business coaching. Merinda’s approach emphasized:

  • Shedding unproductive thinking patterns
  • Creating clarity of purpose and decisive direction
  • Transitioning from operational management to strategic leadership

Key Actions Taken

Working together, Merinda and Learnivation’s founder accomplished several milestones:

  1. Strategic Growth Plan:
    Designed and executed a detailed plan for business growth, outlining clear steps for scaling and improving service delivery.

  2. Market Entry Strategies:
    Successfully expanded Learnivation’s footprint into new regional markets with targeted entry strategies.

  3. Leadership Transition:
    Crafted a formal leadership transition plan and recruited key personnel, including a Trainer and Marketing Assistant, boosting internal capacity and freeing the founder to focus on strategy.


The Results

Business Outcomes:

  • Learnivation achieved greater focus and accelerated growth.
  • Service delivery expanded to new regions, opening fresh revenue streams.
  • Leadership transition strengthened the team and enhanced organizational capacity.

Personal Outcomes for the Founder:

  • Earned more while working fewer hours, achieving a healthier work-life balance.
  • Rediscovered “flow” and enjoyment in their professional journey.
  • Gained relaxation and time to pursue personal passions.
  • Reignited their passion for the business, carving a new pathway for success.

Case study 2

Client:
Karly – Founder of Mining Training Business

Coach:
Merinda – Strategic Business Coach & Mentor


Background

Karly’s experience working in the mining industry fueled her passion for skill development among her colleagues. Determined to make a difference, she launched her own training business, with the mission to deliver high-quality training programs designed to elevate the skills of industry professionals.


The Challenge

In her pursuit of credibility and excellence, Karly initially partnered with a Registered Training Organisation (RTO) to accredit her programs. However, she soon faced significant hurdles:

  • Escalating costs from reliance on an external RTO
  • Frequent and unpredictable changes to RTO accreditation procedures
  • Limited ability to customize and control training content to specific client needs

These obstacles threatened the sustainability of her business and compromised the consistency of her training programs.


The Solution

To overcome these barriers, Karly teamed up with Merinda for strategic business coaching. Together, they devised a plan for Karly to establish her own RTO, giving her autonomy over program development and accreditation.

Merinda’s guidance focused on:

  • Navigating the process of setting up an independent RTO
  • Ensuring compliance with training package requirements
  • Maintaining a student-focused approach while meeting industry standards

Key Actions Taken

With Merinda’s support, Karly accomplished several key milestones:

  1. RTO Set-Up:
    Successfully established her own Registered Training Organisation, removing dependency on external providers.

  2. Custom Training Design:
    Gained full flexibility to tailor mining training processes and content to meet the unique needs of her clients.

  3. Program Consistency:
    Developed and implemented consistent training programs that align with both accreditation standards and client expectations.


The Results

Business Outcomes:

  • Achieved significant financial relief by reducing operational costs associated with external RTO accreditation.
  • Secured greater control over training quality and delivery, enhancing her brand’s reputation.
  • Streamlined accreditation and program delivery, eliminating external uncertainties and delays.

Student & Client Outcomes:

  • Delivered a more reliable and consistent training experience for students.
  • Provided industry-specific skills through courses tailored to actual workplace realities.

Case study 3

 

Client:
George – High Risk Area Trainer

Coach:
Merinda – RTO Mentor, F4 Solutions


Background

George spent years as a trainer in the high-risk sector, equipping others with the skills required for complex and safety-critical work. Motivated to elevate standards and take control over all aspects of training delivery, George aspired to set up his own Registered Training Organisation (RTO). His vision was to have full authority over training materials, student progress, and the qualifications awarded.


The Challenge

As George prepared to transition to RTO ownership, he encountered significant hurdles:

  • Navigating complex and rigorous RTO application procedures
  • Ensuring compliance with industry and regulatory requirements for high-risk work
  • Securing material independence to create tailored programs for his students

The stakes were high: the process was intricate and demanded both sector-specific expertise and a comprehensive understanding of formal accreditation paths.


The Solution

George partnered with F4 Solutions—led by Merinda—for expert mentoring and support through the RTO setup process. Merinda brought extensive experience and an in-depth understanding of both regulatory requirements and the distinctive language and needs of high-risk training environments.

Her approach included:

  • Step-by-step guidance through each stage of the RTO application
  • Translation of regulatory jargon into practical plans aligned with high-risk industry standards
  • Ongoing mentorship and encouragement to build George’s confidence and keep his vision on track

Key Actions Taken

With Merinda’s help, George achieved several major milestones:

  1. Application Roadmap:
    Developed a clear, actionable timeline for the RTO application process, reducing overwhelm and ensuring all requirements were met.

  2. Customized Guidance:
    Received tailored advice and resources, specific to high-risk training, ensuring compliance and relevance in all documentation and material.

  3. Ongoing Support:
    Benefited from Merinda’s deep knowledge, with answers to sector-specific queries and hands-on help at every juncture.


The Results

Business Outcomes:

  • Successfully set up his own RTO, gaining full control over training content, student engagement, and qualification standards.
  • Ensured all RTO policies and procedures matched high-risk industry best practices.
  • Gained independence and confidence as a business owner in a specialized sector.

Personal Outcomes for George:

  • Felt understood and supported by a mentor who spoke his professional language.
  • Navigated the complex RTO process with clear guidance and less stress.
  • Realized his vision of elevating training standards for high-risk work.

Testimonial

George shares:

“Seriously, Merinda has a fountain of knowledge and she helped me throughout the process; she even understands my language regarding high-risk work. I couldn’t have done it without her step-by-step process and guidance along the way.”

     

 

Case study 4

Tim purchased the online RTO Success course as he was working 9-5 and wanted to set up his RTO on weekends and after hours, without his boss knowing. The course suited his situation perfectly. The process of developing his RTO took him 5 months when he applied to be registered. “Thank you for your assistance, the great products, the tutorials, information and the additional support to get my RTO across the line. It was a long journey for me, however that was my doing, and nothing to do with your product. I certainly recommend the online RTO Success product to anyone who wishes to set up their RTO themselves, it is easy to understand and totally worth it. For me my journey has just begun, and I know my knowledge will assist me greatly.”

 

Case study 5

Pat worked in the High Risk field and knew he had an opportunity to train others through his own RTO. He wanted the experience from someone who had done it all before, and someone he knew would provide him a step-by-step process to enable him to manage the RTO once it was registered. He contacted F4 Solutions following a recommendation of their services. Pat was mentored by Merinda and he developed an RTO to meet his target market needs. He passed his audit with 100% compliance, and as he says received just ” A small recommendation, which was my fault for not implementing”.

 

Case study 6

Jane knew about RTOs and was prepared to put in the work with setting up everything herself, however she wanted templates for the RTO Systems that he could then use to develop her own system. She purchased the systems from F4 Solutions. “Just a quick email to let you know that our audit for registration was conducted earlier this week and we have passed it and are waiting for our number to be issued once checks and balances have been completed back in the ASQA Brisbane office. I would like to say thank you for all the wonderful templates tools that you provided to us and these were key to major parts of gaining registration. I would like to thank you for the services you provide even though we only used your tools and not your time I’m sure that others who have spent less time in RTO land than ourselves will appreciate all facets of your service. Thanks again. Jane”RTO Consulting Service

More reviews 

For more reviews of what people have told us go to the RTO Mentor site . These comments come from all the different aspects of an RTO – setting up, getting people through non-compliance audits, conducting RTO reviews and assiting with developing assessment tools, recruiting staff and developing training materials. Our work is diverse and we meet all sorts of people along the way.