Managing Hyper-Accelerated Growth
CHALLENGE
A small professional services company had a massive growth goal but lacked the infrastructure to manage it. We worked with a highly-motivated CEO who had a clear strategy and goals for Year 1, 5, and beyond.
SOLUTION
- Administration: Documented policies and procedures and filled in gaps.
- Technology: Maximized platforms used. Introduced automation to create efficiency and ensure data accuracy.
- Human Resources: Refined employee onboarding processes and documentation. Aligned company culture to employee recognition tactics. Introduced new employee benefits.
- Sales and Marketing: Developed the sales process and implemented tracking technology.
OUTCOMES
Our client’s Year 1 goal was exceeded! We continue to work with this client to realize their Year 5 goals. Revenue has increased by 147%!
From The Ground Up
CHALLENGE
A startup technology company was experiencing massive growth without systems and processes to keep up.
SOLUTION
- Administration: Documented policies and procedures. Introduced weekly team meetings and all-hands assemblies.
- Human Resources: Created role-outcome profiles.
- Finance: Liaised with bookkeepers and taxation specialists for each month’s-end close and year-end tax filings.
- Sales and Marketing: Managed extensive specialist research project.
OUTCOMES
The CEO has been able to focus more on product development. Working-together goals have been set and achieved, and pivots were made.
Building Ready For Growth
CHALLENGE
A boutique venture capital and private equity firm lacked systems and processes to manage future growth and its enormous success.
SOLUTION
- Administration: Performed an internal compliance audit of all investments and Special Purpo Vehicles (SPVs).
- Technology: Introduced document management and CRM systems and maximized the use of an online fund administration platform.
- Finance: Transitioned company records to an online bookkeeping platform. Managed tax filings and K1 distributions for LPs, and managed multiple bank accounts across SPVs.
- Sales and Marketing: Improved company website, monitored for SPV-related articles, and posted to social media.
OUTCOMES
We are the right hand of the CEO which has allowed him to do what he does best. He has graciously recommended our services to a number of his connections.
Transition From Side-Hustle to All-In!
CHALLENGE
A highly motivated CEO was juggling a high-stress, full-time job, and her side hustle needed our support so she could focus solely on her entrepreneurial endeavour!
SOLUTION
- Administration: Monitored multiple email accounts, created filters for automated messages, and implemented a CRM system.
- Technology: Built the customer service platform, including time-saving automation and a website “chat” feature.
- Finance: Provided extensive metrics research that is now included in the company’s new business pitch deck.
- Sales and Marketing: Assisted with social media growth (including Instagram, Facebook, and LinkedIn), sourced potential partnerships, and became the direct contact for all customer service matters.
OUTCOMES
This founder handed over customer service to us, knowing her clients would still receive the personalized treatment they grew to love. We alleviated the stress of undocumented policies and procedures, opening up the time she could spend leading her company toward growth.