90 Days to Clarity: Empowering an Agency's Next Chapter

Client Profile

A boutique creative agency facing financial blind spots, team challenges, and operational gaps that hindered growth and stability.

VIP Impact

In a focused 90-day engagement, we implemented strategic interventions across finance, team dynamics, and processes.

The Challenge

The agency's CEO lacked visibility into cash flow, faced team instability, and struggled with inefficient processes that left revenue on the table and strained internal dynamics. Key issues included:

  • Unbilled and unpaid revenue slipping through the cracks

  • A valued employee considering resignation

  • Capacity and performance management challenges

  • Gaps in client onboarding and internal documentation

The Results

In just 90 days, the agency's CEO:

  • Gained clarity

  • Recovered significant revenue

  • Stabilized the team

  • Improved operational efficiencies

Most importantly, the CEO felt equipped to make informed decisions and empowered to implement changes she had long envisioned but lacked the structure and support to execute.

The Solutions

  • Financial Transformation

    Delivered cash flow visibility to empower informed 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.

  • Team Alignment

    Salvaged relationship with a key employee by creating a flexible part-time role to support her schooling.

    Revealed opportunities for the agency's EA to lead team culture and internal communications.

    Introduced a capacity tracker to provide visibility into team bandwidth.

  • Process Improvements

    Identified and corrected key gaps in the agency's client onboarding process.

    Developed task and communication templates as well as training resources to streamline workflows.

    Connected the agency with a fractional controller to establish consistent financial oversight.

Key Takeaway

Even short-term engagements can unlock lasting impact when paired with strategic insights and actionable solutions.