
90 Days to Clarity:
Empowering an Agency's Next Chapter
Client Snapshot
A boutique branding + social agency with big opportunities…and big bottlenecks. Revenue was growing, but behind the scenes: cash flow was unclear, team dynamics were fragile, and key systems were missing.
The Real Problem
What looked like a team or profitability issue was really structural:
Over $60K in unbilled revenue and $100K+ in unpaid invoices
A key employee about to walk (but the founder didn’t know)
No system to track team capacity or fix client onboarding gaps
The CEO was leading reactively, without visibility, margin, or breathing room
The Outcome
In just 90 days, the agency didn’t just clean up, it level up:
$160K+ in revenue recovered and claimed
Improved retention and team confidence
Operational systems that stuck
A CEO who finally had the clarity and structure to make bold moves
“I’d been wanting to make these changes for so long. I just didn’t have the clarity, confidence, or support to do it. Now I do.”
The Solutions
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Financial Transformation
Delivered cash flow visibility that reshaped how the CEO made decisions
Identified over $60K in unbilled revenue and over $100K in unpaid billings.
Created a contract review and tracking system to control scope creep and ensure billings for delivered work.
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Team Alignment
Salvaged relationship with a key employee by crafting flexible role to support her schooling.
Elevated an EA into a leadership seat to drive team culture and internal communications.
Introduced a capacity tracker to provide visibility into team bandwidth and prevent overextension and burnout
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Operations Uplevel
Identified and closed gaps in the client onboarding journey.
Developed task + communication templates and training resources to streamline workflows.
Connected the agency with a fractional controller to establish consistent financial oversight.

Key Takeaway
Most agency chaos isn’t personal. It’s structural.
And even a 90-day sprint, when done right, can create six-figure returns and a radically better way to lead.