Agency Owner Reclaims 2 Days, Scales Toward $1M
Jessica, an agency owner specializing in business-to-business lead generation and client acquisition, loved sales but found herself bogged down by client delivery tasks.
Two full days each week were consumed by delivery, leaving her exhausted and unable to scale her agency beyond $500K.
By partnering with Scale to Impact, Jessica transitioned out of delivery, streamlined her operations, and refocused on driving sales. Within six months, she was on track to reach $1M.
Our Approach
1
Hiring and Training Client Delivery Managers
We hired two Client Delivery Managers who were trained to handle all client engagements and ensure delivery met Jessica’s high standards.
2
Documenting Expertise into SOPs
Jessica’s knowledge and workflows were documented into detailed SOPs, covering onboarding, client progress tracking, and issue resolution to ensure consistent and efficient delivery.
3
Introducing a Centralized Project Management System
We introduced ClickUp to consolidate workflows, manage team tasks, and improve accountability, creating operational clarity and efficiency.
4
Reclaiming Time
By delegating client delivery and administrative tasks, Jessica gained back two full days each week to focus on sales and strategy.
The Results
Revenue Growth
Jessica is now on track to achieve her first $1M, with scalable systems and a capable team.
Time Reclaimed
Improved Delivery
Client engagements are now managed seamlessly by the Delivery Managers, ensuring consistent results and service excellence.
Streamlined Operations and Clarity
ClickUp has enhanced workflow transparency, team collaboration, and operational efficiency, while detailed SOPs and structured systems provide a solid foundation for consistent delivery and long-term scalability.
Ready to Reclaim Your Time and Scale to $1M?
Book your complimentary 25-minute Operations Review Call to explore how to transition from delivery to growth, reclaim your time, and build a scalable business model.
Together, we’ll develop actionable strategies to streamline your operations and empower your team.