Client Success Stories

Real results from business owners, leaders, and teams who wanted less chaos and more clarity.

“I not only have extra hours in the day now, I have extra days in the week.”

Every client shows up with their own version of “too much and not enough time.” These stories show what happens when a business owner finally gets clarity, structure, and the confidence to lead without being buried in the day to day.

How Delegation Helped an Accounting Firm Hit $1M Without Overworking the Team

  • In 2021, a CPA took over her father’s small accounting firm with a vision to grow – without burning out herself or her team.
  • But as the firm started to expand, daily operations kept her from pursuing bigger opportunities.
  • She was spending $300/hour expertise on $75/hour work, leaving little time for strategic growth.
  • With her sons nearing graduation, she also wanted the freedom to be present for every milestone.

To scale without overloading the team, we:

  • Aligned everyone with their Zone of Genius – focusing on the work they enjoyed and excelled at.
  • Delegated bookkeeping, admin, and client management – freeing her time for growth.
  • Developed her team’s leadership skills, shifting client management off her plate.
  • Refocused her role on financial strategy, client relationships, and new revenue streams.
  • Doubled revenue to $1M in three years.
  • Kept the same team for two years – no extra hires, just better efficiency and everyone working in their Zone of Genius
  • With team leads managing new clients, she reduced her workload – and had the freedom to attend every one of her son’s out-of-state band competitions.

She didn’t just hit $1M – she built a firm that runs efficiently without overwork. By stepping back from low-value tasks, she unlocked real growth – for herself and her team – and created a business that thrives without burnout.

From Overwhelmed to Thriving – A Nonprofit’s Transformation

As CEO of an economic development nonprofit, she was supposed to be leading growth – but instead, she and her team were buried in daily operations.

With endless to-do lists, real impact kept getting pushed aside. When a key team member was deployed and a major fundraiser approached, something had to give.

Instead of pushing through exhaustion, she led an organization-wide shift and encouraged Zone of Genius work within her team:

  • Redefined team responsibilities – financial and operational tasks moved from the CEO’s plate to team ownership, improving efficiency and accountability.
  • Built a process-driven culture – the team documented workflows, ensuring seamless handoffs internally and with external partners.
  • Aligned everyone with their Zone of Genius – both leadership and staff focused on the high-impact work they enjoyed and excelled at.
  • CEO took a 3-week international trip – not a single work call
  • Leadership time spent on strategy increased from 20% to 60%, driving new opportunities.
  • Raised $83K in new donations within months
  • Expanded economic development projects from 3 to 14
  • Team works fewer hours, with better results, and avoids burnout

This wasn’t just about delegation – it was about building a stronger, more sustainable nonprofit. By embedding smart delegation and process-driven work, they built a nonprofit that runs more effectively, grows sustainably, and creates greater impact.

From Overworked to In Control

A recently widowed financial advisor and mother of four boys under 14 was drowning in work, trying to keep her business running while her income steadily declined.

She stopped taking new clients, hoping to ease the pressure, but the workload remained relentless.

Evenings meant answering emails and catching up on paperwork at the kitchen table, too exhausted to be fully present for her kids.

Her real bottleneck wasn’t too many clients – it was trying to do everything herself. She had an assistant but wasn’t using her effectively. We focused on three key shifts:

  • Delegated client communication – her assistant took over emails, newsletters, and FAQ videos, eliminating repetitive questions.
  • Streamlined appointments – structured templates reduced prep time and cut meeting length by 60%, improving efficiency and client experience.
  • Automated paperwork – a new client portal allowed clients to submit forms without manual follow-up.
  • Reopened to new clients – without adding stress.
  • Increased revenue by over 50% in 6 months while working fewer hours.
  • Home for dinner four nights a week, fully engaged with her boys.
  • Started a nonprofit within two years, expanding pro bono services.
  • Feels in control again, balancing financial success and family time.

She thought scaling back was the only way to be there for her family – but delegation gave her both.

By shifting tasks off her plate, she revived her business, reduced stress, and finally had the energy to show up fully for her kids.

From 0 – 150M Assessments with Smart Delegation

A fast-growing team set out to build a high-impact assessment portal to help job seekers showcase their skills.

But with assessments covering diverse industries – from truck driving to sales management – they couldn’t scale alone. They needed to recruit and onboard 50-80 subject matter experts (SMEs) per quarter to develop and validate assessments.

Bringing in freelancers was supposed to add capacity and expertise, but instead, it actually slowed down the process. The team struggled to delegate effectively – holding onto too much of the work rather than allowing expert freelancers actually to own the tasks.

By leveraging Zone of Genius principles and strategic delegation, the team restructured how they worked:

  • Empowered SMEs – instead of assigning small tasks and keeping the heavy lifting in-house, they allowed expert freelancers to take full ownership of their contributions.
  • Refined team roles – internal team members shifted from doing the bulk of the work to overseeing the process and supplementing where needed.
  • Resolved access roadblocks – set up a secure system that gave freelancers controlled access, eliminating unnecessary delays.

This wasn’t just about outsourcing – it was about trusting experts, redefining internal roles, and creating a system that scales. By letting go of control and focusing on high-impact leadership, the team didn’t just hit their goal – they built a sustainable model for growth and efficiency.