The Situation
The client faced the challenge of building a new business after separating from a previous business partner. Their goal was to establish a company that could operate efficiently without them being the central figure. However, they lacked the knowledge and manpower to implement critical business processes and systems, leaving them at risk of becoming the company’s primary bottleneck and its most indispensable asset.

To address these challenges, the client engaged our fractional support team to build a scalable and efficient business model from the ground up.

The Goals
The client’s objectives included:

  • Developing comprehensive systems for Finance & Accounting, Daily Operations, Workforce Management, Sales & Marketing communications, Information Technology, and Leadership Development.

  • Establishing Standard Operating Procedures (SOPs) for each business function to improve efficiency and scalability.

  • Hiring and training staff for day-to-day operations.

  • Building back-office departments to support long-term growth.

  • Creating a strong digital presence and identifying new sales opportunities.

  • Implementing a client relationship management strategy.

Given resource constraints, we prioritized tasks by importance and implemented strategies sequentially. Each function was addressed systematically, with newly hired staff using our pre-built SOPs to reduce ramp-up time and streamline operations.

The Solution
To meet these goals, we executed the following key actions:

  1. Built out essential business functions, including Finance & Accounting, Operations, Workforce Management, Marketing & Communications, Information Technology, Leadership, HR, and Recruiting.

  2. Leveraged a fractional team of experienced professionals to implement time-tested strategies and create efficient systems, saving time and resources.

  3. Developed SOPs for every business function to ensure consistency and scalability.

  4. Provided strategy and direction aligned with the client’s core beliefs, ensuring a cohesive brand identity and market presence.

Our unique approach—utilizing a fractional team—enabled us to deliver expertise across multiple areas quickly and efficiently without the overhead of full-time hires.

The Results
The impact of these efforts was significant:

  • Revenue Growth: On pace to double revenue within the first six months of working together.

  • Operational Efficiency: Enhanced scheduling, client visits, training processes, and internal operations.

  • Client Satisfaction: Improved service quality and responsiveness.

  • Expanded Team: Hired an office management assistant to manage calls and dispatching, allowing the field team to focus on their core tasks.

  • Back-Office Development: Successfully built out payroll, accounting, HR/recruiting systems, and sales funnels.

  • Digital Presence: Assisted in launching a professional website to enhance market visibility.

These results positioned the client’s business for long-term growth and scalability while creating a replicable model for future ventures. Business is currently on track to double Annual Revenue in six months from beginning of the engagement.