This was a fast-growing marketing agency serving multiple clients across health, wellness, and consumer brands. Growth happened quickly and unevenly. New clients were coming in, delivery expectations were high, and the team was expanding, but internal systems hadn’t kept pace. What worked when the agency was smaller started to break under volume.

The agency was experiencing classic scale pain: unclear ownership, inconsistent delivery quality, duplicated work, and leadership spending too much time firefighting. Projects lived in too many tools, SOPs were either outdated or ignored, and performance was difficult to track in a meaningful way. The risk wasn’t lack of talent. It was lack of structure.

I stepped in to design and implement an operating system that aligned people, processes, and priorities. This included clarifying roles and responsibilities, standardizing client delivery workflows, and installing a weekly operating cadence with clear KPIs. We rebuilt project management from the ground up, introduced intake and QA standards, and created SOPs that were actually usable in day-to-day work.

Item We implemented a centralized project management system, defined ownership across accounts and functions, and created scorecards to track delivery health, capacity, and performance. Leadership gained visibility into what was happening across the agency without micromanaging, and the team had clearer expectations and fewer handoff failures.

Client delivery became more consistent, internal stress decreased, and leadership reclaimed time previously spent chasing updates. The agency was able to support more clients without sacrificing quality, and the business shifted from reactive operations to proactive execution.

Scaling isn’t about working harder. It’s about building systems that reduce friction, protect quality, and let good people do their best work. Once the operating system was in place, growth became far more sustainable.