CASE STUDY 1 (CONFIDENTIAL)

Scaling Operations for a High-Growth Coaching Organization

Client name withheld for confidentiality

Client Type: National coaching organization
Industry: Coaching, Education & Membership
Engagement Type: Operations Management
Duration: Multi-year engagement

The Situation

This organization was experiencing rapid growth across programs, community, and revenue. Demand was strong, but internal operations were not designed to scale at the same pace.

The founder remained deeply involved in day-to-day execution. Client onboarding was manual, team oversight was increasingly complex, and live programs, retreats, and conferences required significant coordination without standardized systems in place.

The Challenge

Rapid growth without scalable operational infrastructure

  • Manual onboarding and client lifecycle management

  • Oversight of a large coaching team without centralized systems

  • High-touch programs lacking repeatable processes

  • Revenue-generating retreats and conferences requiring heavy coordination

Without operational intervention, continued growth risked founder burnout and long-term strain.

My Role

I stepped in as Operations & Program Manager, owning the operational backbone of the business. My responsibility was to design structure, streamline systems, and create clarity across programs, people, and processes so the organization could scale sustainably.

What I Did

  • Built and managed end-to-end client onboarding and lifecycle workflows

  • Implemented systems to support high-growth programs and an engaged online community of 11,000+ members

  • Oversaw logistics and execution for retreats and conferences

  • Managed and supported a team of 15 coaches and four contractors

  • Developed operational processes that supported scale without sacrificing client experience

Tools & Systems

Used to support scale, standardization, and team coordination

  • Kartra – payments, membership delivery, CRM, and marketing automation

  • ClickUp – project management, workflows, and operational tracking

  • Slack – internal team communication and coordination

  • Google Drive – SOPs, documentation, and centralized knowledge management

Results

  • Increased leads by 43% through improved systems and delivery structure

  • Boosted program membership by 41%

  • Supported retreat and conference operations generating seven-figure revenue

  • Significantly reduced founder involvement in day-to-day operations allowing them to take 2 months off

  • Created operational stability to support long-term growth

The organization transitioned from reactive operations to a structured, scalable operating model that supported both revenue growth and team sustainability. The company was also recognized as an Inc. 5000 honoree, one of America’s fastest-growing private businesses.

CASE STUDY 2

Launch & Event Operations for a National Film Release

Client: Hungry Eyes Media/ Mongrel Media – 40 Acres
Industry: Film, Media & Entertainment
Engagement Type: Grassroots Marketing & Event Operations
Location: Toronto (Hybrid)
Duration: Project-based

The Situation

Hungry Eyes Media was preparing for the national release of 40 Acres, with a strong emphasis on grassroots engagement, live screenings, and community-driven visibility. The launch required fast, coordinated execution across events, partnerships, and marketing channels.

The team needed hands-on operational support during a critical launch window where timing, alignment, and momentum were essential.

The Challenge

  • Coordinating multiple live events and screenings

  • Executing grassroots marketing under tight timelines

  • Driving visibility quickly for a national film release

  • Managing partnerships and outreach while maintaining brand alignment

There was little room for error, and momentum needed to be created and sustained throughout the launch period.

My Role

As Grassroots Marketing & Events Manager, I led the planning and execution of launch-related events and visibility efforts, ensuring timelines were met and audience engagement remained strong throughout the release.

What I Did

  • Coordinated live events and theatrical screenings tied to the national launch

  • Managed actor, press, and community partnerships and grassroots outreach initiatives

  • Led content strategy focused on storytelling and community engagement

  • Optimized link-in-bio and promotional pathways to drive interest and action

Tools & Systems

Used to support fast-moving launch execution and coordination

  • Airtable – project management, timelines, and launch coordination

  • Canva – visual assets for digital promotion and event-related content

  • Flodesk – email marketing and audience communication

Tools were selected to prioritize speed, flexibility, and visibility during a time-sensitive launch.

Results

  • Increased Instagram views from 645 to 32.4K within two months

  • Boosted profile visits by 1,496%

  • Generated measurable audience engagement during a critical launch window

  • Supported a smooth rollout for a nationally distributed film through on-the-ground execution

The launch achieved strong visibility and engagement through a combination of strategic storytelling, grassroots outreach, and structured execution, demonstrating the impact of strong operational leadership in fast-moving creative environments.