What we’ve done for our clients
Our work makes your work more effective and more impactful, whatever the challenges.
Rescuing a CPG branding project mid-launch
Project management
The problem: A CPG brand needed a full packaging overhaul across 62 SKUs during a global materials shortage. There was no single print vendor able to handle the entire line.
To add to the complexity, the project manager who’d initiated the project and written the plan stepped down immediately before production began. That’s where we came in for a project management engagement.
What we did: We coordinated a design agency, four separate packaging vendors, an external brand management agency, and the brand’s in-house sales, marketing, ops, and procurement teams. We tracked every SKU from creative brief through final go-to-press approval and warehouse arrival.
When materials shortages affected specific vendors, we built and executed an alternate-vendor plan without missing a beat.
The result: The full-line rebrand launched on-schedule and on-budget, with zero SKUs delayed by shortages.
Building a founder-based business operating system
The problem: A founder was building an online business he genuinely believed in, but running the entire thing out of his email inbox and a Google sheet with 8 tabs. There was no process for product development, marketing, sales, or hiring… which meant nothing could scale beyond the bandwidth he had to personally hold things in his head.
That’s when we came on board for a fractional Director of Operations & Strategy engagement.
What we did: We built the operating system from the ground up after deep discovery work to ensure that what we built aligned with the founder’s goals and work styles.
We wrote Standard Operating Procedures for course production and client engagements, stood up a central project management system whose templates matched the SOPs, and built a weekly cadence of check-ins that allowed for hiring a team of both employees and contractors — both of whom we managed.
We also owned strategic planning: annual budgets and forecasts, KPIs, and risk registers.
The result: The team launched 3-5 new products a year and tracked $2M/year in new business pipeline. All of these systems were maintained by the in-house team after our engagement ended.
Small business strategy & operations
Turning a weekly newsletter into a growth channel
The problem: A wellness-focused content brand needed two newsletters out every week, in a voice that felt like the founder wrote them. They also wanted a second distribution channel, but had no marketing strategy or format to support it.
That’s when we came on board for a fractional Content Strategy & Execution engagement.
What we did: We built a repeatable production process for both weekly editions, protecting the founder’s actual voice through every round of edits. Next, we developed a strategy to index Pinterest to the newsletter editions, producing keyword strategy, pin description guidance, and a pin-production SOP.
We also built an in-depth content strategy guide for the founder to use in-house after our engagement ended.
The result: Two on-voice newsletters published every week without fail, plus a second growth engine running alongside them — with no extra work for the founder.
Small business marketing strategy
Standing up a project management workspace
The problem: When a team wants to begin using a project management system (like Asana, ClickUp, or Notion), that effort becomes a project of its own.
When no one owns that project, the workspace winds up half-built, structured around generic templates (or around nothing at all!), and a lack of shared understanding leads to wasted time when the system isn’t adopted widely — or, worse, at all.
What we do: We work with the team lead to determine the best way to lay out the workspace; it’s different for every team based on project portfolio, org chart, and workflows.
Once we’ve built out the structure of the workspace, we lead a hands-on “project management basics” workshop for the entire team, including space to get their hands dirty with the part of the system they’ll own moving forward.
The result: Teams leave that workshop with a live workspace built around how they actually work, and enough shared PM literacy that it sticks long after we leave.
Workshops & coaching
The Next Step: Let’s Chat!
If any of these problems — and our solutions — are resonating with you right now… let’s talk about how to fix it.