Case Studies
Travel Representation
OM + OS
From chaotic operations to one source of truth — how Emerging Destinations' owner went from running everything to working 20% of what she used to
No SOPs, too many disconnected tools, and an owner who had to be across everything. We built their entire operations manual and operating system in Notion — and documented every process their team needs to deliver consistent service without her in the room.
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
Healthcare — Wellness & Longevity
OM + OS + Ongoing Consulting
How Spectra Wellness 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
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