Case Studies

Challenge

This organization had no effective marketing department/system, resulting in ad hoc and last-minute efforts without KPIs, goals, or a cohesive structure. As a result, longstanding programs were suffering from a loss in participation.

Deliverables

• Request Tracker

• Content Calendar System

• Platform-Based Messaging Templates

• Stakeholder Approval Workflow

• Internal Notifications for Print/Design Teams

Solution

We successfully built a full marketing operations system that includes intake request forms, multi-platform content calendars, automated content generation, stakeholder approval workflows, and role-based notifications.

Results

• Timly execution of 20+ posts per month.

• Consistant deadline adherence.

• Improved internal visibility, scheduling, and coordination.

Notes

• Adoption mixed due to cultural conflicts.

• Department-level teams reported clarity, coordination, and morale improvements.

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

• Aproximetly 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.

Challenge

The company was in it's 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.