Something in your business feels off — this quick assessment will tell you why
2024 Projects
This page isn’t flashy — and that’s kind of the point.
We don’t show deliverables. We show what changed. These real client stories reflect what happens when service businesses stop duct-taping their operations and start building with intention.
When “grow the team” backfired, she didn’t panic — she pivoted.
A design studio owner expanded her team to take on bigger projects. But when demand slowed, she was stuck covering payroll from personal savings. Over a 3-month engagement, we helped her restructure calmly, keep her team culture intact, and build a smarter offer aligned with how her business actually ran.
She was making money — but couldn’t feel it.
This furniture restoration business had sales, a loyal local following, and three revenue streams — but no visibility into which ones were truly working. Over a 6-month project, we helped the owner uncover profitability by service line, rebalance her focus, and set a revenue target grounded in her actual capacity.
This page isn’t flashy — and that’s kind of the point.
We don’t show deliverables. We show what changed. These real client stories reflect what happens when service businesses stop duct-taping their operations and start building with intention.
This stone finishes business was thriving on the surface: a strong sales pipeline, repeat clients, and a network of luxury builders and retailers. But behind the scenes? Invoicing errors, collection chaos, and one team member holding the billing process together with vibes and duct tape. Over 6 months, we helped streamline operations, shorten the billing cycle, and build the systems that kept revenue flowing — with or without that one indispensable assistant.
This accounting firm owner was struggling to meet annual goals while juggling competing priorities. Over a focused 5-week sprint, we helped create a targeted 90-day plan, aligned the team around measurable outcomes, and built a simple structure for follow-through.
A small team within an accounting firm needed more hands — but not just any hires. They wanted to grow with intention and fill roles that truly supported the firm’s goals. Over a focused 6-week engagement, we helped them define what they needed, design how to find it, and hire people ready to contribute on day one.
A manager at a marketing agency was dealing with scattered processes, siloed team members, and deadlines that kept creeping up at the last minute. Over a 6-week engagement, we helped the team streamline their day-to-day, eliminate redundancies, and reclaim hours that used to disappear into admin chaos.
This tech solutions provider wanted to enter a new market — but needed a plan to do it without wasting time, money, or momentum. Over an 8-week engagement, we built a tailored go-to-market strategy and launch playbook that fast-tracked their expansion and gave them a repeatable framework for the future.
He had a booming business — and a billing system stuck in the dark ages.
When annual goals felt out of reach, they zoomed in instead.
They weren’t just hiring — they were building a team that could deliver.
When late nights became the norm, it was time to fix the workflow.
Expanding to a new region shouldn’t take
a year.
When “grow the team” backfired, she didn’t panic — she pivoted.
A design studio owner expanded her team to take on bigger projects. But when demand slowed, she was stuck covering payroll from personal savings. Over a 3-month engagement, we helped her restructure calmly, keep her team culture intact, and build a smarter offer aligned with how her business actually ran.
The problem:
She was doing everything right — until she wasn’t. After expanding her design team to take on more technical projects, client demand took a hit. Some went in-house, others went budget. Payroll didn’t slow down, but revenue did. The result? One especially rough month that came straight out of her savings.
The process:
We guided her through a calm but candid restructuring — grounded in real numbers, not guesswork:
Analyzed her business data to surface seasonal trends and misaligned overhead
Helped her assess the timing and sustainability of her team structure
Supported transparent team communication as she transitioned employees to part-time contractor roles
Prioritized cultural fit in how the new contractor model was shaped — keeping team values intact
Shifted strategic focus to refining her service offers and building a higher-revenue model for a new market segment
The result:
With less pressure and more clarity, she had room to think strategically. We supported her as she refined her core offers, stabilized revenue from high-value clients, and began building a new service model to reach a different market segment. Lower overhead. Clearer priorities. Still very on-brand.
She was making money — but couldn’t feel it.
This furniture restoration business had sales, a loyal local following, and three revenue streams — but no visibility into which ones were truly working. Over a 6-month project, we helped the owner uncover profitability by service line, rebalance her focus, and set a revenue target grounded in her actual capacity.
The problem:
She knew the numbers were “good,” but the bank account didn’t reflect it. Her team was busy, sales were steady, but cashflow was tight. The issue? She wasn’t measuring the business in a way that showed what was actually profitable — or what was draining her. The result: burnout, delayed payments, and no clear next step.
The process:
We worked with her to realign how she measured, priced, and delivered her services:
Mapped each service line (content creation, in-store sales, and custom restoration) to track performance separately
Analyzed her data to surface what was profitable vs. what was draining her time and resources
Helped her phase out low-return efforts like brand sponsorships that created more admin than revenue
Redesigned her in-store partnership with fixed monthly deliverables to reduce burnout and make production predictable
Repositioned and repriced custom projects based on demand, payment terms, and client sentiment
Set a clear revenue target based on actual team capacity, not wishful math — factoring in off-seasons, downtime, and workload realities
The result:
With better tracking and clearer service focus, she finally saw where her money was coming from — and how to make more of it without overextending. Her pricing aligned with her value. Her schedule aligned with her energy. And her goals? Aligned with her data.
He had a booming business — and a billing system stuck in the dark ages.
This stone finishes business was thriving on the surface: a strong sales pipeline, repeat clients, and a network of luxury builders and retailers. But behind the scenes? Invoicing errors, collection chaos, and one team member holding the billing process together with vibes and duct tape. Over 6 months, we helped streamline operations, shorten the billing cycle, and build the systems that kept revenue flowing — with or without that one indispensable assistant.
The problem:
Despite consistent work and healthy margins, the business was leaking revenue due to outdated processes. Invoices went out late. Payments were hard to track. Reconciliation took hours. And no one except the billing assistant knew how any of it worked. When she unexpectedly took time off, the whole system collapsed into Google Docs and unanswered emails. Revenue stalled. Tax season loomed. No one was breathing easy.
The process:
We focused on building a system that didn’t rely on heroics — just good operations:
Mapped out the entire billing cycle to identify delays, drop-offs, and gaps in accountability
Analyzed payment timing data to pinpoint where revenue was getting held up
Introduced billing software that auto-generated invoices, tracked payments, and sent reminders
Worked with the team to document billing processes and create a business continuity plan
Helped reassign collections to other team members better suited to own follow-ups and tracking
Built a realistic revenue forecast tied to faster billing cycles and improved collection efficiency
The result:
The billing cycle shortened. Revenue increased. Team stress went down. The process no longer lived in one person’s brain — and it finally didn’t break when someone took PTO. With the right tools, delegation, and documentation in place, the business had a billing system (and a revenue plan) that could actually scale.
When annual goals felt out of reach, they zoomed in instead.
This accounting firm owner was struggling to meet annual goals while juggling competing priorities. Over a focused 5-week sprint, we helped create a targeted 90-day plan, aligned the team around measurable outcomes, and built a simple structure for follow-through.
The problem:
Big goals were set, but little was sticking. With competing demands pulling the team in different directions, the firm’s annual objectives were at risk of falling flat. They needed a clear way to prioritize — and actually implement — the work that mattered most.
The process:
We paired strategy with structure — and made execution doable in real time:
Led a Planning Session to design a tailored 90-Day Operating Plan
Aligned the team’s work to company goals and defined metrics to track progress
Broke down weekly deliverables to focus on the most essential actions each cycle
Identified workflow inefficiencies and offered practical adjustments to save time and energy
Held weekly accountability sessions to check progress, problem-solve, and recalibrate as needed
The result:
With a clear 90-day focus and lightweight accountability, the firm hit a major milestone: a 30% reduction in operational costs — all within the quarter. The goals stayed big, but the actions got small enough to execute.
They weren’t just hiring — they were building a team that could deliver.
A small team within an accounting firm needed more hands — but not just any hires. They wanted to grow with intention and fill roles that truly supported the firm’s goals. Over a focused 6-week engagement, we helped them define what they needed, design how to find it, and hire people ready to contribute on day one.
The problem:
Hiring felt reactive. The team had faced mismatches in skillsets and overlapping roles that slowed down delivery and created friction. Without clarity on what roles were actually needed, growth risked becoming clutter — not capacity.
The process:
We brought structure and strategy to their recruiting process from the inside out:
Mapped daily operations and skill gaps based on the firm’s goals and team capacity
Identified roles needed across short-, medium-, and long-term timeframes
Created customizable job descriptions with clear responsibilities and measurable outcomes
Designed the full-cycle hiring workflow — from sourcing to onboarding
Recommended tools and templates the team could adapt and reuse for future hires
The result:
The team successfully onboarded two new employees who contributed to a major client deliverable within their first month. With clearer roles and a repeatable process, hiring felt less like guessing — and more like building.
When late nights became the norm, it was time to fix the workflow.
A manager at a marketing agency was dealing with scattered processes, siloed team members, and deadlines that kept creeping up at the last minute. Over a 6-week engagement, we helped the team streamline their day-to-day, eliminate redundancies, and reclaim hours that used to disappear into admin chaos.
The problem:
Work was getting done — but barely. The team was burned out from staying late, doubling up on tasks, and constantly chasing clarity. With no shared process, even small projects turned into productivity black holes. Quality slipped. Client service suffered. Something had to change.
The process:
We worked side-by-side with the team to build clarity into the way they worked:
Audited the full workflow to identify what was working, what wasn’t, and where time was being wasted
Created workflow diagrams with decision trees so team members could move forward without constant manager check-ins
Rolled out a project management tool and introduced additional systems to support task tracking and collaboration
Documented standard operating procedures for repeatable processes to maintain consistency and reduce rework
The result:
The team saved 10 hours a week on administrative tasks — and the time they used to spend putting out fires went back into delivering better client work. Less confusion. More momentum. A process they could actually stick with.
Expanding to a new region shouldn’t take a year.
This tech solutions provider wanted to enter a new market — but needed a plan to do it without wasting time, money, or momentum. Over an 8-week engagement, we built a tailored go-to-market strategy and launch playbook that fast-tracked their expansion and gave them a repeatable framework for the future.
The problem:
The business had strong service offerings and internal capabilities — but no clear way to launch into a new region. Without a strategy to guide awareness-building, lead generation, and delivery operations, expansion felt risky and slow.
The process:
We turned their ambition into a detailed, actionable launch plan:
Conducted market research to define target segments and identify unmet needs
Refined service positioning and designed business development + marketing strategies across short-, mid-, and long-term timelines
Created customizable sales, marketing, and customer success assets they could adapt across markets
Mapped workflows from lead gen to post-sale support — complete with tech stack recommendations and ready-to-use templates
The result:
The client described the engagement as work that “exceeded all expectations.” What could’ve taken a year on their own now had a plan in place in just two months. The Launch Playbook became more than a one-time strategy — it became a reusable framework for future regional expansion.
