Case Studies

Fractional CFO firm

STAXX

• Dylan was the whole sales function. He took every call himself and tracked deals in a basic setup, with no real way to see where things were slipping. Paid ads were about to turn on, and it wasn't going to hold.
• We moved the business onto a proper sales system with clear pipeline stages and follow-up that runs itself, then wired the ads and sign-up flow straight into it so every lead reaches the right rep at the right time.

I don't think we'd be where we're at without a lot of the stuff you helped us with.

Dylan Hendrickson

Funnel marketing agency

School of Bots

• Signing up a new client took about two days of manual setup, and the business relied on the team being hands-on with every account. More clients just meant more chaos.
• We built one-click onboarding. A client pays, and their accounts, setup, welcome, contract and team assignment all happen on their own. We also added an early-warning system that flags any client at risk of leaving.

It's been a game changer for our capacity unlock.

Anissa Fulbright

Ad creative agency

Epic Ads Lab

• They grew fast and the whole operation was held together in Notion. It broke. Camilo was buried in admin on 60-hour weeks, he couldn't see what was on track, and it was costing him sleep.
• We mapped how everyone on the team actually works and rebuilt it as one custom system. A client signs, gets billed, and every piece of creative is tracked from brief to delivery, with the busywork handled in the background.

The most tangible thing I got was a lot of my time back. This showed me a brand new normal.

Camilo Castañeda

YouTube content agency

GP Socials

• Everything was manual. Braden and his editors spent their days digging through folders to find work, deadlines slipped, and he burned energy micromanaging so nothing fell through. He was even losing deals because he couldn't get a contract out fast enough after a call.
• We automated the whole thing. Sign-up and contracts, an editing pipeline where editors grab their work from one place, a dashboard showing who has spare capacity, and a proper tidy-up of the team's messaging.

I would go with you ten times out of ten.

Braden Ricchini

Personal branding agency

Your Social Currency

• Running content for their clients, the filming, editing and scheduling, was all held together in Notion. Past a handful of clients it turned into a mess. Edits got lost, and no one could see what each editor was actually doing.
• We mapped how the whole business runs and rebuilt the content pipeline as one connected system, so every video moves cleanly from idea to delivery and the founders can see exactly where everything stands.

We've basically tripled in all metrics since working together.

Jamal

YouTube content agency

CreoSocial

• There was no automation. Everything happened by hand, with constant back-and-forth between Steven, his editors and clients. Onboarding meant manually sending contracts, payment links, Slack invites and welcome emails, one at a time.
• We built the connective tissue: onboarding, approval and review flows. A video now moves from editor to team to client in a click each, and a full client onboarding fires from one button.

These automations made my life and my team's life a lot easier. If you need any automations, go to Sheni.

Steven

B2B coaching program

Client Ascension

• Hundreds of students moving through a lot of stages, all run on Google Sheets and manual reminders. A previous agency spent four months on it and delivered nothing the team could actually use.
• We built the whole student-success system in Airtable. Every student's stage, the layered reminders, the capacity view and renewals, all in one place the coaches manage from.

I hired Sheni to systematise our workflow, and what we got was so much more. He was diligent and knowledgeable, took great care listening to our problems, and helped us work through the solutions. Couldn't recommend him more.

Andy Cannellan

Coaching program for fitness creators

The Social Blueprint

• The coaches needed a clear read on how every student was really doing. Client results, churn risk, NPS scores and support were scattered across the team, so it was hard to see who was thriving and who was quietly slipping.
• We built the operating system the coaches run on. NPS, client results, churn risk and CSM support all live in one place, and for every student it surfaces their exact results and the revenue they've earned in the program.

Sheni did a great job building a custom client tracking dashboard for the business. He understands complex tasks, acts professionally, and gets the work done on time. Will be hiring him again for future work.

Zac Perna

Wedding venue & event space

The Makenzie House

• They went from a photo studio to a full-service wedding venue almost overnight, and were running the whole thing, pricing, quotes, vendors, payments and staffing, on a tangle of spreadsheets. Only two people could even put a client quote together.
• We built one connected system for the entire business. Quotes, a true money-in and money-out view, vendor management, leads and team tasks, all in one place the owner can see.

It has truly been life-changing for our work.

Fallon Scott

Luxury travel advisory

OffGrid Travel

• Every trip was pieced together by hand across spreadsheets, Apple Notes, email and texts, with Matthew as the bottleneck on almost every quote and approval.
• We mapped their whole booking process and built a Trip Quotes Creator in Airtable. The team picks suppliers and items from one place and a priced client quote builds itself, the first step toward running the whole business from a single system.

Sheni is an incredible communicator and was awesome to work with.

Matthew Becker

Festival operator

The Festival Company

• Sponsors were chased one by one by hand, and ticket and social numbers were pulled together manually across several events.
• We automated the sponsor outreach and pulled all the ticket and audience numbers into one live view.