Real Results from Real Founders

Every business hits a point where growth outpaces structure.

Here’s what happens when clarity, accountability, and the right systems fall into place.

Terra Drive Systems

Client Snapshot:

Heavy-equipment manufacturer | 70+ employees | $35M+ annual revenue

The Challenge:

The leadership team was buried in daily firefighting. Projects stalled across departments, and every key decision bottlenecked at the CEO level. EOS had been introduced, but the tools weren’t driving accountability or measurable results.

The Approach:

Shana implemented EOS fundamentals across six departments:

Clarified roles and responsibilities through a complete Accountability Chart.
Built a company wide Scorecard driving key KPIs owned across every department.
Facilitated weekly Level 10 meetings to replace ad-hoc check-ins with structured problem solving.
Built a Delegation of Authority Matrix outlining who owns, approves, and supports each key decision — eliminating confusion and speeding execution across three business divisions.

The Outcome:

Within six weeks:

Firefighting dropped by 70% as leaders began solving issues at their level.
The CEO reclaimed roughly 15 hours per week previously spent on operational discussions and approvals.

Northstar Financial Management

Client Snapshot:

Wealth management firm | 3 partners, 3 support staff | Multi-state offices

The Challenge:

Rapid growth created silos. Each team member ran their own priorities, Rocks weren’t tracked, and meetings lacked clear outcomes. The partners wanted an EOS structure that tied everyone back to the same vision.

The Approach:

Installed full EOS cadence: Vision/Traction Organizer™, Accountability Chart, People Analyzer, and weekly Level 10s.
Defined department Rocks and cascaded them into a unified scorecard.
Implemented Canopy dashboards to align KPIs with quarterly goals.

The Outcome:

Departmental meetings now follow a consistent structure with defined to-dos and metrics.
Accountability increased through visibility — each leader owns measurable results.
Leadership reports clearer communication, faster execution, and higher team confidence.

DVM Elite

Client Snapshot:

Veterinary management consulting company | 30+ employees | Serving 500+ clinics nationwide

The Challenge:

Member onboarding and offboarding were inconsistent across teams. Client experience varied, and leadership lacked visibility into progress or response times.

The Approach:

Mapped end-to-end onboarding and offboarding workflows.
Identified bottlenecks, hand-off points, and redundant approvals.
Rebuilt processes inside their CRM with defined SLAs, ownership, and escalation paths.

The Outcome:

Turnaround time improved from 10 business days to under 3.
Reduced inter-team hand-offs by 40%.
Members now receive a consistent, high-quality onboarding experience.

Hunter Heskett

Client Snapshot:

YouTube-based personal brand | 300K+ followers | Expanding into digital products and speaking engagements

The Challenge:

The brand had explosive growth but no internal structure. Project deadlines were inconsistent, revenue tracking was unclear, and the founder was running both creative and operations — with no accountability from the team.

The Approach:

Implemented EOS for creatives: Rocks, Scorecard, and Accountability Chart.
Built a project management rhythm for content, partnerships, and monetization.
Defined quarterly goals tied to clear ownership across the production and operations team.

The Outcome:

Tripled content output consistency within six weeks.
Launched digital product and new brand funnel.
The CEO regained focus on high-impact creative and business growth.

Ditch the chaos.

In just six weeks, you can move from firefighting to focused, with the same systems and structure that helped these founders regain clarity and control.

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