Every case study here represents a founder who was stuck, and the exact systems we built to get them unstuck.
Founder & CEO, ChartEase · Engagement: 90 days
When Tara came to us, she was the engine of ChartEase and she knew it. The product worked, but the operations around it were breaking under growth. Onboarding new clients took three weeks, support tickets piled up with no triage system, and every escalation landed on Tara's desk. Her team was capable, but they had no system to run inside, so Tara worked 70-hour weeks holding the client experience together by hand. She was proud of the product and terrified of what would happen if she stepped away.
We started with a two-week diagnostic that mapped the entire client journey from signed contract to renewal, and identified two choke points: onboarding and escalation handling. Over the next eight weeks we built a complete client success infrastructure. We designed automated onboarding sequences that moved clients through setup without manual chasing, a tiered support system with clear escalation paths so the right issues reached the right people, and a client health scoring dashboard that flagged at-risk accounts before they churned. We documented every repeatable workflow as an SOP and trained the team to run it. Then we ran the first 30 days of the new system alongside the team before stepping back.
Within 90 days, onboarding time dropped from three weeks to four days and support ticket resolution improved by 68%. Tara reclaimed 20+ hours per week she had been spending on escalations, and client retention climbed 12% in the first quarter. Today, ChartEase runs its client experience without Tara in every conversation, and she is using the reclaimed time to close two enterprise deals the team could not support before.
85%
Onboarding Reduction
+68%
Support Efficiency
20+
Hours Reclaimed / Wk
+50%
Revenue Growth
+12%
Client Retention
Weeks 1 to 2. Mapped the full client journey and found onboarding and escalations as the two choke points.
Weeks 3 to 10. Deployed onboarding automation, tiered support, and a client health scoring dashboard.
Weeks 11 to 12. Trained the team and ran the first 30 days on the new system alongside them.
"We went from being the bottleneck to being the builder. CSB didn't hand us a plan, they built the system with us and then taught us to run it."
Tara
Founder & CEO, ChartEase
ChartEase is scaling onboarding to support two enterprise clients simultaneously and building a dedicated client success team around the new system.
Client testimonial
See what's possible when the right systems are in place.
Based on our clients' actual results, here's what's possible for your business. (Results vary by business type, starting point, and implementation.)
96% of clients report measurable growth within 90 days
Potential Monthly Growth
$6K
based on historical client data
Potential Annual Growth
$70K
28% typical scenario
Projected Annual Revenue
$320K
based on historical client data
These projections are based on actual client results. Your results will depend on your starting point, implementation speed, and market conditions. We'll give you a more accurate estimate during your consultation.