CASE STUDIES
We have helped businesses like yours overcome challenges, streamline operations, and achieve their growth goals. Our case studies showcase real-world success stories and the transformative impact of our tailored solutions.
Current Clients
Team: 21 Employees
Reporting to CEO
Engagement Term:
Since October 2024 - Present
Role Served:
COO (Fractional Integrator)
Atlanta, GA
Hubspot Elite Partner
Milestones & Accomplishments:
- Introduced EOS framework
- Facilitated reorganization of service delivery
- Setup annual budget
- Setup financial month end close process
- Facilitate annual, quarterly planning & weekly L-10 meetings
- Coaching with CEO & leadership team
Team: 30+ Employees
Reporting to Co-Founders
Engagement Term: Since July 2020
Role Served: COO (Fractional Integrator)
Buford, GA
Telecom Agency
Milestones & Accomplishments:
- Reorganization of sales & operations
- Assisted Co-Founders with a retiring key shareholder
- Setup new CRM (HubSpot) & ABM sales process
- Primary for hiring first Marketing role internally
- Setup Intern program for sales support
- Facilitated quarterly planning & weekly L10 meetings
- Weekly coaching with EVP of Sales
- Adhoc support for sales & marketing personnel
Team: 10 Employees
Reporting to Founder
Engagement Term: Since July 2023
Role Served: COO (Fractional Integrator)
Atlanta, GA
Technology Services
Milestones & Accomplishments:
- Introduced EOS Framework
- Setup Budget and month end close process
- Launched new GTM service offerings
- Rolled out new software for time tracking & quoting
- Contracted bookkeeper to address Accounts Receivable
- Facilitate quarterly planning & weekly L10 meetings
- Weekly coaching with Founder/CEO
Former Clients
Team: 15 Employees
Reporting to Founder
Engagement Term: January 2023 - present
Role Served: Fractional COO
Petaluma, CA
Flooring Contactor
Milestones & Accomplishments:
- Introduced EOS Framework
- Setup month end close process w/CFO
- Primary for Marketing reorganization
- Weekly coaching with Founder
Team: 8 Employees
Reporting to Founder
Engagement Term: October 2019 - November 2024
Role Served: COO (Fractional Integrator)
Atlanta, GA
Non-Profit
Milestones & Accomplishments:
- Created business plan to launch programs for single moms
- Responsible for all financial planning & analysis
- Hired personnel to drive development with grants & foundations
- Facilitated quarterly planning & weekly L10 meetings
- Weekly coaching with Visionary & Program Manager
- Served as Board Member 2018-2024
Team: 25 Employees
Reporting to Executive Director
Engagement Term: May 2022 - January 2024
Role Served: COO (Fractional Integrator)
Philadelphia, PA
Non-Profit
Milestones & Accomplishments:
- Reorganization of operations
- Outsourced Payroll & Bookkeeping functions
- Primary for hiring new HR Leader
- Facilitated quarterly planning & weekly L10 meetings
- Weekly coaching with Executive Director, HR & Program Manager
Team: 8 Employees
Reporting to Founder
Engagement Term: October 2021 - April 2024
Role Served: Business Coach
Gainesville, GA
A/V Contractor
Milestones & Accomplishments:
- Introduced EOS Framework
- Setup Budget and month end close process
- Primary PoC for CPA on tax project
- Primary for hiring internal EA/Bookkeeper
- Weekly coaching with Founder