Four problems. Four systems.

There was no reporting system. Revenue, pipeline, client health, and capacity each lived in someone's head — whoever owned that function. Getting a read on the business meant finding the right person, catching them at the right time, and trusting that their picture matched everyone else's. It usually didn't. Decisions got delayed or made on incomplete information, and the founder had no way to know which.

Started by pulling the knowledge out — talking to each person who owned a piece of the picture and turning their informal read into a defined metric with a clear owner. Then built the container: a CEO dashboard with stoplight logic — green, yellow, red — across revenue, utilization, pipeline coverage, and client risk. One view, updated weekly, that required no interpretation and no one to explain it.

The business existed but wasn't growing. Effort was not the issue — the founder was putting in the work. The real issue was that the entire strategy was built around a model that didn't fit how she actually thinks or what she's actually good at.

Diagnosed the strategic misalignment, defined the ideal client, rebuilt the offer and pricing around her actual strengths, and launched a new community concept inside two weeks.

The payment operation had been pieced together as the business grew — functional at smaller scale, increasingly fragile as the contractor network expanded globally. When operational ownership transferred, the gaps became clear: no QA layer to catch errors before payments ran, no system to keep contractors informed when issues arose, and no process for the support team to step in reliably. Every pay cycle carried risk that lived entirely in one person's head.

Took full ownership of end-to-end payment operations for 200+ global contractors. Built a QA system to validate records and catch discrepancies before processing. Designed Zapier workflows to eliminate manual handoffs and reduce missed updates between systems. Created a contractor communication system so coaches were never left chasing payment status. Trained and integrated the support team so routine issues no longer required escalation.

Contract, payment, welcome docs, kickoff scheduling, and dashboard setup were all handled manually and across three different tools. New clients sat in limbo while the founder scrambled in the background. First impressions suffered, and renewal conversations got missed.

Redesigned the onboarding flow end-to-end. Contract, payment, and kickoff link trigger in sequence the moment a client signs. A branded client dashboard populates automatically. Session notes post to the client workspace after every call. Renewal prompts fire before the package runs out.