Case Studies

Evan Finally Took a 7-Day HOLIDAY - FREEING him from his business.

Evan Shapiro

Founder of MedSpa Advertising

“Fran and Reinart will not only help take you to the next level… they will help you get your TIME and SANITY back while growing! With them, I can FINALLY GET A VACATION!”

Challenge:

Evan was earning $30,000 to $40,000/month in revenue for his digital marketing agency when he hit a wall. He was drowning in work every single day. While things seem to be going pretty well on the outside, it’s not the same on the inside, he was always going into reactive mode and was totally burnt out fighting fires. Evan has a family with 2 young kids and his business was always taking away precious bonding time. 

How We Helped

We worked with Evan over multiple engagements to automate and streamline his processes. And things were drastically different after a few months— his Onboarding is completely automated and delegated.

We also helped Evan with building Zaps and SOP Creation so he can bid goodbye to his stressful days where he had to worry about a million things – building and optimizing campaigns, talking to the client, doing the on-boarding, and dealing with tech issues.

Results:

For starters, we automated, documented, and streamlined a bunch of his processes and systems so he could happily delegate manual work off to his team if he doesn’t want to do it.

Because of the automation and process optimization, Evan can finally take a 7-Day VACATION with Peace of Mind and not worry about everything crashing down when he gets back.

After getting freed from all the fire-fighting… Evan can finally focus on tasks that move the business forward. He no longer has to stay up late to manage clients or optimize campaigns.

Evan is now able to spend more time with his family, pick his kids up from school, and even take a week off his business when he wants to.

Fran and Reinart WILL SAVE YOU A LOT OF TIME… AND ENERGY!”

From CHIEF EVERYTHING OFFICER to CHIEF EXECUTIVE OFFICER

Zack Siegel

Founder of Think Bullish

“ I’ve gone to a number of courses trying to figure this stuff about automation and systemization. Although I had some decent understanding, it wasn’t going to get me there quick enough. Plus, I didn’t want to waste the time figuring it out on my own. ”

Challenge:

Zack was so burnt out in his business a few months back before hiring us. He was the operator, the salesman, the everything in his agency (he didn’t have a team back then when he was working with us).

Although his income was hovering at a 6-figure/year (which is pretty good for a solopreneur), he couldn’t sustain it and felt as if the wheels were coming off.

It was biting Zack so badly because this bottleneck is holding him back whenever he gets on a sales call or a new client.

How We Helped

From Day 1, we worked on automating his onboarding processes. Once that was done, we helped him with SOP creation and documentation systems so Zack could delegate work to his team more efficiently.

This instantly helped him save a couple of hours per week because his hands are no longer tied with onboarding and client management.

Next, we helped Zack with hiring so he could get the right people on board his team.

People who are dedicated, passionate, and willing to put in the work.

The hiring funnel we had in place was crucial to help him onboard his first few team members.

After hiring, Zack felt like a huge burden was lifted off his shoulders because there is finally someone capable to help him with the fulfillment. And he can now close clients with peace of mind knowing that his work will not increase exponentially with every sale.

Results:

With improved automation, processes, and systems, Zack was finally able to SCALE his business since he was no longer doing everything (and hence, have time to work on his business).

He could finally take on more clients and the headache he once had whenever he had a sales call was totally gone.

Because of his new team doing the execution of the different business processes, Zack was not only able to work less… but he is now able to produce better results for his clients as well—which leads to better client retention.

“ Before ARF, we were like chickens kind of running around with their heads cut off. We were just stressed out all the time. ”

Jordan or Graydon Ursel

Founders of Forever Booked

“ The Biggest Mindset shift you guys gave me was this:

” If I find myself putting in the hours just to get something done… I don’t feel right. “

Today, I work on creating stuff that has LONGEVITY. Something that works for itself such as Team Building, Systems and Strategy.”

Challenge:

Jordan and Graydon were drowning in their agency a while back (at one point, the 2-man team had to take on 18 clients). Both of them were burnt out and felt stressed whenever they closed a client.

Each client they bring on introduces more chaos, disorder, and weeds into their business. With no system or process in place, the only thing they could do is to WORK HARDER… but there’s really a limit to how much they can grind.

How We Helped

We first worked with both of them on their onboarding processes since this was a big time-drainer (which could be automated).

Next, we worked with them intensively to create their documentation (which saved their life).

All they needed to do to create documentation for a certain process was just to shoot a LOOM video showing the exact steps they took to execute.

And our team was just around the corner to help them create the SOP.

We also worked with both of them on creating Zaps so they wouldn’t have to go around Googling whenever they had Zapier issues.

Results:

By helping Graydon and Jordan with their Onboarding Processes, they can finally afford to rest with peace of mind that their new client knows what to expect after they enroll. And they don’t have to do anything troublesome — scheduling an Onboarding call on a Saturday? None of that.

In terms of time savings from Onboarding: They save a good 1-2 hours per client they enroll.

The best part is… automating the entire process makes it such that the ball is in their clients’ court and they can finally afford the time to work on the projects they enjoy doing.