Case Studies
How we have helped businesses transform their operations.
Full Marketing Operations System Build
Key Metrics
Challenge
This organization lacked an effective marketing department/system, resulting in ad hoc and last-minute efforts. As a result, longstanding programs were suffering from a loss in participation. We successfully built a full marketing operations system that included the following deliverables:
Deliverables
Intake Request Form
Multi-Platform Content Calendar System
Automated Content Generator
Automated Internal Notifications
Codified Stakeholder Workflows
Solution
Together we achieved the following results:
Results
Timely execution of 20+ posts per month
Eliminated missed deadlines
Improved inter-department coordination
Job Documentation Automation
Key Metrics
Challenge
The company founder personally managed job setup, contractor communication, documentation, and financial uploads resulting in significant bottlenecks and a risk of error.
Deliverables
Job Intake System
Production Portal
Financial Portal
Auto-Filled Capper Sheet
Storage Database
Expense Upload Forms
Solution
We delivered a comprehensive system that included automated shared portals for production and management, financial fields that auto-filled details according to their respective jobs, a structured database storage solution, job tracking, expense submissions, and automated document generation.
Results
Approximetly 30–60 minutes saved per job.
Improved recordkeeping and smoother onboarding
Operational bottleneck successfully removed.
Notes
Opportunity cost shift away from the founder.
Smooth internal adoption.
Comprehensive Camp Management System
Key Metrics
Challenge
The company was in its infancy with the founder managing nearly all camp operations, no cohesive marketing structure, and a very limited ability to scale.
Deliverables
Task Management System
Automated Camp Notifications
Marketing Content System
Documentation Protocols
Solution
We introduced an Asana-based task management system into their operations and established structured workflows for the Camp Coordinator, Marketing Manager, and COO. Additionally we automated all notifications, marketing, and documentation.
Results
Revenue scaled from <$1k/month to $7.5k+ in August (projected $8.9k+).
Compounding growth with +199% reported in the April.
Camp sizes doubled, growing to ~20 kids.
20 to 40 hours freed each month due to successful automations.
COO, Camp Coordinator, and Marketing Manager roles established with SOPs and automated marketing.
Notes
Founder shifted to strategic leadership.
Project yielded a smooth adoption all throughout.
Scalable growth model established.
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✓ Operational assessment
✓ Customized recommendations