Client stories
What "done" looked like
Real businesses, real numbers where the client is happy to share them. Each one is written as before, what we did, and what changed.
A radon mitigation company, Kootenays, BC
Quote conversion had fallen from 90% to 10%. It was not the market.
Before
Manual invoice numbers, quotes sent as PDFs, leads in a notebook, and a sudden drop in accepted quotes that looked like seasonality.
What we did
- Lead tracker fed straight from the website form
- QuickBooks catalogue of 43 services
- Estimate template fixed so customers could actually click approve
- Travel and pay rules written down
- A job profitability model from the real numbers
After
The cause of the drop found and fixed. Owner margin known for the first time.
A cleaning company, Kootenays, BC
From one cleaner to a team with a manager, without losing what made it work.
Before
A founder doing every job, every quote and every hire herself, with a brand that lived in her head.
What we did
- Pricing structure
- Employment agreements and a first manager role
- Hiring package and interview process
- Job cards and a travel fee tracker
- Brand strategy, brand book and website plan
After
Active clients up from 12 to 15 with no marketing, about ten organic leads a month, and the brand direction signed off.
A retreat centre, Kootenays, BC
A booking process that stops work starting before the deposit lands.
Before
Facilitator bookings by email and memory, retreats promoted before agreements were signed, three inboxes on a legacy host.
What we did
- Facilitator intake form
- A deposit gate before any listing or promotion
- A cancellation policy built from an eight-centre comparison
- Google Workspace migration
After
Intake form live, email on Workspace, one written policy the whole team works from.
A retreat and somatic practice, BC
An inbox with 58,000 unread emails, and a practice that now knows its numbers.
Before
A practice run on personal outreach and instinct, with books across six accounts and a mailing list that was not landing.
What we did
- Inbox filters and a clean list
- Email deliverability fixed
- Books moved to Xero
- GST registration figures worked out
- Retreat pricing that covers the travel it used to absorb
After
Inbox near zero, 352 of 1,263 contacts cleaned, GST figures filed.
A 106-lot strata scheme, Sydney
A strata committee that meets, decides and hears back from its owners every month.
Before
Eight volunteer committee members, a building manager, a strata manager, and nobody whose job it was to hold the thread between meetings.
What we did
- Monthly meeting cycle and owners' letter
- Electronic voting
- A gym renovation managed from quotes to opening
- Process documents for the handyman, invoices and minutes
After
Ongoing since December 2024.