We Don’t Just Build Systems. We Build Powerhouses.
Case Studies
What you're viewing aren’t surface-level fixes. These are full-blown backend overhauls that gave founders their time back, elevated their client experience, and created operations that run like clockwork.
B 2 C
Automated Client Journey and 80% of Manual Tasks
Ashley Cook, Copywriter and Copy Coach, partnered with Streamline & Scale to fully set up her Dubsado CRM system from client intake to coaching delivery. We implemented automated workflows, branded proposals, and seamless scheduling tools to eliminate repetitive admin and create a smooth, high-touch experience for every client.
Our support saved Ashley hours of manual work each week, elevated her backend to match the caliber of her services, and gave her the operational clarity to scale with confidence.
Services Delivered:
- Systems Setup (Dubsado)
- Workflow Automation
- Client Experience Design
- Operations Strategy
SavED UP TO 100 Hours Each MONTH and ElevatED the Brand AND CLIENT Experience.
Cut CEO Manual Tasks by 70% with Centralized Systems and Automated Sales Workflows.
B 2 C
Built a Centralized Sales System and Reclaimed 70% of CEO Time
Dr. Minesha White, Life + Leadership Doctor, partnered with Streamline & Scale to simplify and optimize her client acquisition and backend operations. Overwhelmed by manual tracking, unread messages, and scattered tools, she was stuck in the feast-or-famine cycle. Together, we created a centralized Lead Tracker, Sales Dashboard, and CEO Workflow that now powers her daily operations, email marketing, and team delegation.
With SOPs, automation, and a lead pipeline of 700+ contacts, Minesha no longer chases leads or juggles multiple platforms. Her business now runs with clarity, consistency, and confidence.
Services Delivered:
- Sales Systems Setup (Airtable)
- CEO Workflow Build (Notion)
- SOP Development
- Email Re-engagement & Nurture Campaign
- LinkedIn DM Management
- Sales Dashboard & Lead Tracker
- Client Experience Strategy
B 2 B
Rebuilt Internal Systems for a Founder-Free Operation
Dr. Wes Fisher, Founder and CEO of The Contracting Blueprint, partnered with Streamline & Scale to transform a high-demand coaching company into a streamlined, scalable business. We migrated operations into Notion and Airtable, created real-time dashboards, automated client alerts, systemized the sales commission process, and built a centralized Team HQ. With SOPs, automations, and a strong leadership cadence, Wes was able to step out of the day-to-day and reclaim his time, without losing momentum.
Services Delivered:
- Automated Systems Build
- Real-Time KPI Dashboards
- Client & Sales Team Automation
- SOP Development
- Team HQ Setup (Notion)
- Leadership Enablement & Hiring
Rebuilt internal systems, automated key workflows, and unlocked a founder-free backend ready for scale.
SavED UP TO 100 Hours Each MONTH with documentation and PROJECT ownership.
B 2 B
From Bottlenecked CEO to Streamlined Operations
Shaneh Woods, Founder and CEO of Prosperity First Inc., partnered with Streamline & Scale to reduce her manual workload, build a centralized Team Management System, and streamline key processes like Money Design report delivery, client onboarding, and internal communication. We migrated key workflows into Dubsado and Project.co, implemented SOPs and templates across departments, and established structured delegation systems.
Our support reduced Shaneh’s manual task load by half, saved over $75,000 in operational inefficiencies, and laid the groundwork for a team-led business that can scale sustainably.
Services Delivered:
- Systems Setup (Dubsado, Project.co, Notion)
- Workflow Automation
- SOP & Team Management System Development
- Delegation & Fulfillment Strategy
B 2 B
From Reactive Operator to Strategic CEO
Dr. Karwanna Dyson, Founder and CEO of She’s Got Goals, partnered with Streamline & Scale to eliminate backend bottlenecks and position her company for multi-million-dollar growth. We implemented scorecards, real-time dashboards, automated commissions, migrated systems to GoHighLevel, and built a central Team HQ in Notion. With SOPs in place and a fully optimized tech stack, the business now runs lean — with clarity, confidence, and capacity to scale to $5M+.
Services Delivered:
- Systems Audit & Migration
- GoHighLevel Optimization
- Sales & Commission Automation
- SOP Development
- Dashboard & KPI Tracking
- Team HQ Setup (Notion)
Centralized the team, automated operations, and unlocked a scalable, $5M+ backend.
Built a PROJECT MANAGEMENT Command Center and ReclaimED 20+ CEO Hours Each Week.
B 2 B
From Scatterbrained to Scalable CEO
Vini Domingues, Founder and CEO of Bring Home the Bacon, partnered with Streamline & Scale to build the operational backbone of his business. Together, we transitioned his project and team management systems into ClickUp, developed tailored CRM workflows in Dubsado, and implemented Facebook Group strategies to attract high-ticket clients on repeat.
Our support gave Vini the structure he needed to stop flying blind, reclaim his time, and confidently lead his team with systems that scale, all while finally being able to take the weekends off.
Services Delivered:
- Systems Setup (Notion, ClickUp, Dubsado)
- Project & Team Management Infrastructure
- Workflow & CRM Automation
- Facebook Group Optimization
- CEO Scheduling & Time Blocking Strategy
- Operations Strategy
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