Case Study: Yanika – Coach & Consultant
OBM Retainer | 20 Hours/Month

 

Before Working Together

Yanika wasn’t new to success—she was already landing clients, speaking on big stages, and growing her consulting business. But behind the scenes? It was a mess.

• Her proposals weren’t polished enough to reflect the high-level work she delivers.
• Her team had no streamlined way to track tasks, projects, or client work.
• Her calendar was chaos—stacked with back-to-back calls and unrealistic deadlines.

She was running a thriving business, but it was running her into the ground.

 

The Shift

I stepped in and built out a streamlined operations HQ in ClickUp, giving her a real system to track her clients, projects, and team workflows. No more scattered tools. No more confusion. I also revamped her proposals and newsletters, ensuring that every touchpoint with her clients reflected the excellence of her brand. And her calendar? It’s no longer a minefield—it finally works for her, not against her.

The Wins

✔ Her consulting firm now runs on a structured, scalable system.
✔ ClickUp is the only place her team needs to check to know what’s happening.
✔ Proposals and client communications are elevated—because her brand demands it.
✔ She now owns her schedule instead of reacting to it.

 

From Overloaded to Operating Like a CEO

Before: too many moving pieces, not enough clarity.

After: a system that supports growth—without the burnout.

Your business should feel this clear. Let’s make it happen.