Revenue scaled from $800K to $2.1M annually.
Operations did not.
Founder spent 60+ hours per week managing client delivery, team coordination, and pipeline visibility manually.
Hiring more people would multiply broken workflows.
Sales Control Layer: Automated lead capture, pipeline tracking, and forecasting.
Client Activation Layer: Onboarding workflows, delivery visibility, and status tracking.
Retention Layer: Renewal logic, upsell triggers, and reactivation systems.
Founder time: Reduced from 60 to 22 hours per week.
Revenue visibility: Real-time pipeline forecasting with 94% accuracy.
Team efficiency: 3-person team managing workload previously requiring 7.
"From strategy to execution!"
— Bryan
"Exceedingly good team, amazing energy"
— Steve
"The team has done a Fabulous job!"
— Jayne
"Skyrocket my operations, amazing team"
— Josh
"Luis is dedicated to his customers"
— Shani
"Luis goes out of his way to provide value"
— Nicholas
"Luis provided me qualified help"
— Faraz
"Luis ALWAYS over-delivers"
— Kajal
Service Business
Constraint: Revenue growth without operational structure
Outcome: Doubled revenue in 3 months through systematization
Education
Constraint: Manual meeting scheduling bottleneck
Outcome: 9% increase in booked meetings with automated pipeline
E-commerce
Constraint: Client activation inefficiency
Outcome: 63.71% engagement rate with structured workflows
Logistics
Constraint: Manual client communication at scale
Outcome: Automated responses to hundreds of thousands of clients
Automotive Service
Constraint: Inconsistent client engagement
Outcome: 56% engagement improvement after system implementation
Professional Services
Constraint: Manual deal processing overhead
Outcome: Automated over 2,000 deals with zero manual intervention
E-commerce
Constraint: Operational inefficiency at scale
Outcome: 57.01% average engagement through structured systems
Manufacturing
Constraint: Order fulfillment bottleneck
Outcome: 300+ orders per day after automated fulfillment
E-commerce
Constraint: Founder-dependent operations
Outcome: Built scalable infrastructure for sustainable growth
Health & Wellness
Constraint: Manual client onboarding process
Outcome: Systematized onboarding for transformation programs
Business Services
Constraint: Workflow chaos across departments
Outcome: Revolutionized operations with structured automation
Home Services
Constraint: Growth limited by operational capacity
Outcome: Elevated growth through operational systematization
Financial Services
Constraint: Founder bottleneck in client management
Outcome: Eliminated bottleneck with automated systems
Credit Services
Constraint: Manual credit profile operations
Outcome: Transformed operations with structured systems
Real Estate
Constraint: Pipeline visibility and engagement
Outcome: Maximized revenue with pipeline automation
E-commerce
Constraint: Order fulfillment and tracking chaos
Outcome: Boosted sales with automated systems
Retail
Constraint: Manual sales and engagement processes
Outcome: Increased efficiency through operational automation
Education
Constraint: Student acquisition inefficiency
Outcome: Empowered growth with structured systems
Fitness
Constraint: Membership growth operational limits
Outcome: Optimized operations for scalable growth
Technology
Constraint: Manual deal and integration management
Outcome: Automated deals for seamless operations
SaaS
Constraint: System migration operational risk
Outcome: Successful migration with zero downtime
Professional Services
Constraint: Inconsistent client communication
Outcome: Higher engagement through systematic communication
Marketing Services
Constraint: Infrastructure for 2M+ contacts
Outcome: Scaled to 2 million contacts with structured systems
Local Services
Constraint: Lead generation and sales inefficiency
Outcome: Leveraged automation to boost sales and leads
Identify where operational chaos originates
Design systems that create visibility and predictability
Implement tools and workflows that eliminate manual bottlenecks
Monitor, refine, and scale as the business evolves