Team Size: 1 Person

Business Type: Skincare Line

Time In Business: 1 Month

Business Goal: "I’ve been selling a few products here and there, but I know I need to build a solid foundation if I’m going to grow. I want to make sure everything is set up the right way, from how I present my brand to how I track orders so I don’t run into problems later."

Elevated Business Journey: Stage 1: Foundation

Pain Points:

• Unsure how to present the brand professionally
• No systems in place to track orders, inventory, or customer inquiries
• Lacking branded materials like invoices, labels, and product sheets
• Difficulty creating a digital presence that builds trust

How Elevated Operations Supports:

• Transform their Gmail into a branded business email that builds trust with customers
• Build a custom tracking system so the owner can stay on top of orders, inventory, and fulfillment without overwhelm
• Design professional order forms and packaging labels that elevated the entire customer experience
• Develop clear starter policies (returns, shipping, turnaround) so the business feels legit and protected
• Optimize their social media bios and profiles to look consistent, credible, and customer-ready
• Craft compelling product descriptions that helped highlight value and drive sales
• Map out a simple backend system to manage daily tasks, marketing, and orders without confusion
• Launch a sleek website that gives customers a central place to explore and purchase
• Provide a branded business card that made pitching and networking feel professional and polished

Potential Outcomes:

• The brand now looks and feels professional across email, social media, and product packaging
• Customers are more confident purchasing due to clear policies and polished presentation
• The owner no longer feels overwhelmed managing orders or tasks. Everything has a system
• Sales increased after product descriptions and bios were updated to clearly show value
• The new website gives customers a central place to explore, buy, and connect
• The business feels more “real” leading to more referrals, wholesale interest, and repeat customers
• The owner feels confident pitching the business, knowing everything looks and runs like a real company

Team Size: 2-5 people

Business Type: Landscaping Company

Time In Business: 1 Year (Informally)

Business Goal: "We’ve been getting steady work, but it still feels like a side hustle. I want people to see us as a real company. I’m ready to get legit with an LLC, build a brand, and have a system so new customers can find us, book us, and know we’re the real deal."

Elevated Business Journey: Stage 2: Brand Presence

Pain Points:

• Started as a side hustle and is now ready to show up as a professional brand but unsure how to present themselves
• No formal business structure or LLC in place
• No logo, branded materials, or marketing tools
• Relying on word-of-mouth with no digital presence
• Struggling to schedule clients efficiently and track recurring work
• No employee tracking system for hours or completed jobs
• Missing a reliable way to invoice or collect payments

How Elevated Operations Supports:

• Formally structure the business as an LLC and file the necessary documents to go legit
• Design a professional logo to set the brand apart
• Build custom flyers and business cards for local promotion and networking
• Sets up a three page website with service info, contact form, and integrated payment system for easy online invoicing
• Create a branded business email tied to their domain for professionalism and client trust
• Develop a custom QR code for T-shirts, yard signs, and vehicle magnets to instantly connect leads to their website
• Build a simplified calendar system to track recurring customers and daily capacity
• Create a Google Sheet to log lawns serviced, dates of service, and any extras provided per home
• Add an employee timesheet tracker to log work hours and services completed

Potential Outcomes:

• Business is now officially structured as an LLC with a strong, credible brand
• Customers can schedule and pay easily through the website, reducing time spent on admin
• QR codes helped drive new traffic from increased visibility
• Owner and team have clear daily, weekly, and monthly visibility into work and availability
• Employees are more accountable with custom logs for time and services
• Business is no longer running on guesswork. Systems keep operations smooth
• Team feels confident offering services professionally and planning for growth

Team Size: 6-20 people

Business Type: Residential Facility

Time In Business: 3 Years

Business Goal: "We’ve grown a lot over the last few years, and it’s time our business reflects that. We’re ready to elevate how we show up, not just to clients and partners, but internally, too. We want polished materials, branded documents, and professional systems that reflect the quality of care we provide every day. It’s time to move from functional to fully refined."

Elevated Business Journey: Stage 3: Presentation

Pain Points:

• Internal communication feels inconsistent and unprofessional
• Staff are still using outdated forms or generic templates
• No branded materials for onboarding, updates, or event promotion
• Public facing documents like flyers, notices, or announcements lack cohesion
• Team members aren’t aligned on branding or documentation expectations
• The company’s quality of service isn’t fully reflected in its tools and materials

How Elevated Operations Supports:

• Design and implement branded internal tools (forms, logs, checklists, trackers)
• Create editable templates for recurring use across departments
• Format professional editable flyers, announcements, and event materials
• Develop a branded onboarding packet for new hires
• Design easy to use bulletin boards where key updates can be posted in one central location
• Team wide message guide
• Create visual SOPs and infographics for internal use
• Ensure all materials are aligned with the company’s logo, colors, and voice
• Provide a centralized system (Google Drive, Trello, or Notion) to house branded tools and keep the team aligned

Potential Outcomes:

• Every document, form, template and flyer reflects the company’s professionalism
• Staff feel confident using tools that are clear, branded, and easy to follow
• New hires receive polished onboarding materials that reinforce company values
• Staff always know where to check for the latest updates and announcements
• Announcements, events, and updates are visually appealing and on brand
• Leadership no longer has to manually format or design materials from scratch
• Leadership spends less time repeating information or correcting misunderstandings
• The facility looks and feels more like a professionally run organization, inside and out

Team Size: 21-50 people

Business Type: Commercial Cleaning Company

Time In Business: 5 Years

Business Goal: "We’re operating at a high level with multiple teams, routes, and recurring contracts but our backend still feels patchwork. As we continue to grow, we need digital systems that bring everything under control. From internal process mapping to a client-facing portal, we want workflows that support our staff and impress our clients."

Elevated Business Journey: Stage 4: Structure

Pain Points:

• Operations are run on disconnected tools, leading to miscommunication and delays
• No centralized calendar for staff, jobs, or team scheduling
• Training varies by supervisor. There’s no uniform method for how to clean or what products to use
• No clear workflow for how jobs get scheduled, executed, inspected, and billed
• Clients ask the same questions repeatedly (“Who cleaned last night?” or “Where’s my invoice?”)
• The team has outgrown the current setup but lacks the time to restructure it properly

How Elevated Operations Supports:

• Build a branded client portal or hub where clients can access their service schedule, invoices, cleaning logs, and submit requests
• Set up a team-wide digital calendar to streamline job assignments and monitor capacity
• Develop an internal wiki that outlines all cleaning procedures, chemical usage, equipment handling, and safety protocols
• Design cleaning flowcharts, task checklists, and visual SOPs for consistent job quality across all locations
• Map out and digitize end-to-end workflows (from booking to billing)
• Create centralized storage for training docs, safety protocols, and inspection forms using Google Drive, Notion, or Trello

Potential Outcomes:

• Clients gain 24/7 access to their service records, requests, and invoices through a branded portal
• The team runs more smoothly with clearly mapped workflows and a centralized job calendar
• Cleaning procedures are standardized company-wide through an internal wiki and SOP visuals
• New hires get up to speed faster, with consistent training and clear expectations
• Job quality improves due to structured processes and clear documentation
• The company feels structured, modern, and prepared to scale, setting it apart from competitors

Team Size: 51-100 people

Business Type: Behavioral Health Agency

Time In Business: 10 Years

Business Goal: "We’ve built a strong reputation and a dedicated team, but we’ve grown to a point where we can’t afford to operate without solid systems. Our policies need updating, our training processes aren’t consistent, and we’re vulnerable to compliance gaps. We’re ready to build long-term stability by aligning our operations with our values and the regulations that guide us."

Elevated Business Journey: Stage 5: Stability

Pain Points:

• Policies and procedures are outdated or inconsistently applied
• Staff training varies by location or supervisor, leading to errors
• No centralized compliance calendar to track audits, renewals, or credentialing deadlines
• Internal audits are done reactively (if at all), increasing risk during inspections
• Documentation is scattered and difficult to access
• Teams are unclear on expectations, causing breakdowns in quality and consistency
• The agency has outgrown its old systems, but hasn’t replaced them with anything scalable

How Elevated Operations Supports:

• Develop a centralized Compliance Calendar with automated reminders for deadlines, renewals, audits, and certifications
• Conduct an Internal Audit & Risk Assessment to identify immediate gaps and long-term vulnerabilities
• Write or revise company wide Policies & Procedures aligned with regulatory requirements and best practices
• Design Staff Training Manuals, Onboarding Packets, and Compliance Binders to ensure consistency
• Build an Internal Knowledge Base (Notion, Google Drive, Trello, OneNote) where all critical documents and tools are housed
• Create an Audit Preparation Checklist to standardize how the team responds to inspections and reviews
• Map out organizational workflows for HR, service delivery, and incident documentation
• Standardize reporting templates, incident logs, and credential tracking tools

Potential Outcomes:

• The agency is always audit ready with clean, organized, and accessible documentation
• Staff are trained consistently with up-to-date, branded manuals and onboarding packets
• Critical deadlines are no longer missed thanks to a live compliance calendar
• Leadership can track licensing, renewals, and internal issues with confidence
• Policies are no longer “suggestions”. They are followed, documented, and enforced
• The organization reduces risk, protects its reputation, and builds a culture of accountability
• Compliance becomes proactive, not reactive and operations run smoother at every level