Case Study #1: “From Chaos to Clarity in a Rapidly Growing Team”
Industry: Tech Startup
Client Size: 20-person founder-led team
Services Provided: EOS® structure, Accountability Chart, Working Genius, 5 Behaviors™, Meeting Rhythms
Challenge:
A founder led tech startup was growing fast, but internal roles and communication hadn’t kept up. Teams were unclear on responsibilities, meetings lacked focus, and execution was inconsistent.
Approach:
We introduced EOS® principles, built a custom Accountability Chart, and used Working Genius and 5 Behaviors™ to align the leadership team. Weekly Level 10 meetings were rolled out to boost communication and accountability.
Outcome:
- Roles and responsibilities defined and owned
- Weekly meetings brought focus and resolution
- Founder stepped out of daily bottlenecks
- Future leaders identified and supported
Case Study #2: “Operational Support for a Mission-Driven Practice”
Industry: Health Clinic (Psychotherapy)
Client Size: 8-person team across multiple locations
Services Provided: SOPs, Hiring Framework, DISC, Scorecard Setup, Quarterly Planning
Challenge:
A growing mental health clinic struggled with inconsistent onboarding and operational inefficiencies. The founder was wearing too many hats and needed support to scale while staying true to the clinic’s values.
Approach:
We developed a quarterly planning system, introduced SOP documentation, and implemented a hiring framework rooted in values and DISC. A scorecard was created to track key client experience metrics.
Outcome:
- Onboarding streamlined by 40%
- Client experience stabilized
- Founder able to focus on clinical excellence
- Team felt aligned and supported
Case Study #3: “Laying the Groundwork for EOS®”
Industry: Manufacturing
Client Size: 10–15 employees
Services Provided: EOS Readiness, V/TO Facilitation, Accountability Chart, Working Genius
Challenge:
A small, family-run manufacturing business wanted to implement EOS® but wasn’t sure where to begin. Team dynamics were strained, and operations felt reactive rather than proactive.
Approach:
We conducted an EOS Readiness session, facilitated vision alignment using the V/TO, and built a draft Accountability Chart. Working Genius helped clarify team dynamics, and meetings were restructured using EOS tools.
Outcome:
- Clear path for EOS rollout
- Team communication improved
- Early structure in place to support growth
- Founder felt equipped and empowered to lead change
Case Study #4: “Building Team Structure to Support Growth”
Industry: Women’s Health Clinic
Client Size: 10-person team
Services Provided: Accountability Chart, Working Genius, DISC, Coaching, Onboarding Support
Challenge:
A growing women’s health clinic was experiencing team friction, undefined roles, and a lack of clarity around leadership. Staff were unclear on expectations, and internal communication was inconsistent.
Approach:
We introduced an Accountability Chart and team alignment tools including Working Genius and DISC. We facilitated founder coaching, clarified leadership responsibilities, and guided onboarding for new hires.
Outcome:
- Clear structure and accountability for key roles
- Team collaboration improved through shared language and tools
- Founder felt supported in making confident leadership decisions
- New hires onboarded with clarity and cohesion
Case Study #5: “Scaling with Systems & Leadership Transitions”
Industry: Engineering / Energy
Client Size: 15–20 employees
Services Provided: EOS Roadmap, Office 365 Integration, Rocks & Scorecards, Leadership Onboarding
Challenge:
A family-owned engineering firm needed to plan for leadership transitions and scale operations while supporting a growing, distributed team. Key employees were stepping into new roles, and systems hadn’t kept up.
Approach:
We created a structured EOS® roadmap, supported leadership onboarding, built a quarterly planning rhythm, and developed accountability tools (L10 agendas, Rocks, scorecards). We also completed a full buildout in Office 365 to integrate EOS tools directly into the firm’s existing platforms ensuring ease of use, full adoption, and long-term application across the team.
Outcome:
- Smooth onboarding of new Integrator
- Quarterly planning cadence in place
- Future leaders identified and prepared
- Teamwide alignment on 3-year vision
- EOS tools fully integrated into daily operations via Office 365
Case Study #6: “Operationalizing a Social Impact Vision”
Industry: Creative Tech
Client Size: 5–10 team members, multi-stakeholder
Services Provided: Strategic Planning, Operational Optimization, Team Alignment, Vendor Collaboration
Challenge:
A social-impact startup was building a tech-enabled product but lacked operational clarity. The team was navigating competing priorities, undefined roles, and inconsistent collaboration between internal and external contributors.
Approach:
We supported operational planning, clarified internal ownership across workstreams, and facilitated alignment between the founder, design team, and vendors. A clear execution roadmap was created to streamline delivery and reduce friction.
Outcome:
- Internal roles and responsibilities clearly mapped
- Collaboration between founder and vendors improved
- Operational workflow documented for team handoff
- Long-term roadmap and priorities aligned across stakeholders
Case Study #7: “Streamlining Internal Operations for a Global Team”
Industry: Tech Platform
Client Size: 10–15 core team, global contributors
Services Provided: Fractional Ops, Hiring, PM Systems, Meeting Cadence
Challenge:
A growing tech platform needed internal support to streamline marketing operations, improve communication cadence, and manage a distributed team more effectively.
Approach:
We provided fractional operations support including meeting rhythms, hiring support, onboarding tools, and project management systems. Support included working with multiple team members across time zones.
Outcome:
- Project timelines and delivery improved
- Weekly rhythms established across departments
- Onboarding systems simplified
- Founder relieved of day-to-day ops oversight
Case Study #8: “Creating Structure Across Multiple Retail Locations”
Industry: Health & Wellness Retail
Client Size: 5 brick-and-mortar locations
Services Provided: SOPs, Task Management, Scheduling, Hiring Processes
Challenge:
A business operating multiple wellness retail locations struggled with inconsistent processes, staffing challenges, and no centralized training or SOP documentation.
Approach:
We developed key retail SOPs, clarified expectations across locations, introduced digital task management tools, and documented workflows for hiring, scheduling, and inventory.
Outcome:
- Standardized processes across 5 locations
- Reduced reliance on founder for daily operations
- Improved employee onboarding and training consistency
- Visibility into performance through clear metrics