This holding company managed two firms, but felt blind to what work was actually being done inside each. Crucial tasks and "how to" information were memorized by 1-2 key team members or scattered in Google Drive. Metrics weren't tracked. When one of these key member said they were quitting, leadership felt held hostage. They realized it was time for a change.

Founders involved in every step of client delivery. Onboarding required thoughtful strategy, but often that meant clients would end up waiting or asking, "What's happening?" Despite being for a good reason, this delay was both expensive time-wise and led to a less-than-stellar first impression for new clients.

Expert didn't want to be caught in the weeds, yet found herself trapped in "involuntary micromanagement". Without endless direction and communication, work wouldn't get done!

Each day, the owner of this busy brick-and-mortar athletic center would spend 2-3 hours manually reviewing the inbox. Cancellations and member changes were high stakes issues and she needed to ensure no mistakes happened.

Team had created a library of valuable resources but ended up drowning in 100s of Drive files only the owner knew about. Key information about critical operations was trapped in PDFs no one could easily find.