Case Studies
Travel Representation
OM + OS
How Emerging Destinations' Owner Went From Running Everything to Working 20% of What She Used
Emerging Destinations had grown quickly — but the processes hadn't kept pace. We built their entire operations manual and operating system in Notion, giving the whole team one source of truth and freeing Jane to focus on growth instead of day-to-day coordination.
80%
less time spent in day-to-day operations
100%
of operations documented across all teams
3
projects completed — two operations manuals and one operating system
Flooring & Roofing
OM
How Aurora Flooring Documented Four Divisions and a 60-Person Team — and Gave Every Employee Access to Knowledge That Used to Live Only With Key Team Members
DJ needed one place for a 60-person team spread across four divisions to find how things get done. We built an 18-section operations manual covering every division, from field crews to the online store.
320
SOPs created across 18 sections
60+
team members with access to company knowledge
4
business divisions unified under one operations manual
Healthcare — Wellness & Longevity
OM + OS + Ongoing Consulting
How a Medical Clinic Doubled Their Revenue and Team Size — While Building the Operations Infrastructure to Keep Growing.
A fast-growing medical clinic with no documented systems, inconsistent service quality, and an operations manager spending most of her time onboarding new hires from scratch. We built the OM, OS, and now serve as their embedded operations consultant.
2×
revenue growth — from $3M to $6M
80%
reduction in new hire onboarding time
2+
years as an ongoing client — and counting
Boutique Fitness
OM
How Unite Fitness Went From the Owner Answering Every Question to a Team That Runs Itself — With an Operations Manual Built Around Every Role
Mara was balancing another full-time job while being the single source of answers for her whole team. We built Unite Fitness a complete operations manual — covering everyone from instructors to management — so the team could answer its own questions.
105
SOPs built across the operations manual
50
hours of dedicated work
6
daily knowledge extraction sessions
Healthcare — Pediatrics
OM + OS + CEO's Hub
How a pediatric clinic in Hawaii went from scattered processes to a complete operations manual — and set itself up to scale to a second location
A physician-owner booked four months in advance, constantly pulled into questions her team should answer themselves. No central knowledge hub, slow onboarding, and a goal of opening a second location that couldn't happen without documented operations.
15
sections built across the operations manual
3
Notion resources delivered: OM, OS, CEO's hub
1
platform replacing Google Drive and scattered docs
Pavement Services
OM + OS
How Topline Pavement Services Got Organized for Rapid Growth — With an Operations Manual and Operating System Built to Scale With Them
Topline Pavement was scaling fast, but their SOPs were scattered across different tools with no central home. We built their operations manual and operating system in Notion, giving the business the infrastructure to keep growing before their next busy season began.
126
SOPs built across the operations manual
56
hours of dedicated work
7
daily knowledge extraction sessions
Field Service — Medical & Lab Equipment
OM
How Calem Medical Turned Decades of Team Expertise Into a 160 SOPs Operations Manual — and a Business Ready to Scale
Nick had just acquired Calem Medical, inheriting a long-tenured team whose expertise lived in people, not processes. We built a complete operations manual to capture that knowledge and give every role a standard to work from.
160
SOPs and tiles built across the operations manual
96
hours of dedicated work
12
daily knowledge extraction sessions
Tractor Dealership
OM
How Unkefer Sales Built the Operations Manual to Take One Dealership's Success and Turn It Into a Blueprint for Many
Jacob had already built one operations manual with us for his property management business — and came back for a second, this time for his tractor dealership, designed as a blueprint for future locations.
115
SOPs built, across 6 dedicated hubs
12
hours of live knowledge extraction calls
50
total hours invested in building the manual
Auto Collision Repair
OM
How Collision Xperts Turned Scattered Documentation Into a Single, Well-Structured Operations Manual — and Cut Onboarding Time in the Process
Fernando and Manny already had substantial documentation — it just wasn't organized or usable. We consolidated it into a single, well-structured operations manual across all three of their Arizona locations.
160
SOPs, templates, and pages built, incorporated, or improved
13
sections covering every team and function
54
hours of OM development and knowledge extraction
Fence Repair & Installation
OM
How a Fencing Business Documented a Bilingual Field Team and Built a System Ready to Grow
Lucas wanted simple, scalable, documented processes to support a seasonal field team and future acquisitions. We built a complete operations manual — including field SOPs translated into Spanish — to centralize everything that used to live only in his head.
124
SOPs and tiles built across the operations manual
65
hours of dedicated work
9
daily knowledge extraction sessions
SaaS — Nonprofit Mental Health Sector
OM + KPI Trackers
How a Vertical SaaS Company Built the Operations Manual They Needed to Sell Their Business — and Kept Using It to Run It Better Every Day
The CEO needed an operations manual thorough enough to make selling the business possible — and usable enough for her small, multi-role team to run on every day in the meantime.
100+
SOPs documented across all roles and functions
2
projects completed — operations manual and KPI trackers
153
total project hours (70 knowledge extraction + 83 BPC work)