Case Study: How a 5-Step Process Stabilized Team Costs for a Growing Business
Client Snapshot
Client: Jen Devore Richter
Role: Outsourced Chief Marketing Officer
Business Stage: Fast-growing marketing business managing multiple client projects and a distributed creative team
The Challenge
As Jen’s business scaled, so did the complexity of managing designers, developers, and client deliverables. While work was getting done, something felt off.
Over the course of a few months, the cost of doing business quietly skyrocketed. Projects were taking longer than expected, team hours felt inflated, and Jen began to sense that inefficiencies, not effort, were draining both profit and energy.
Like many high-performing business owners, Jen was also becoming the bottleneck. Project coordination and implementation were pulling her out of her zone of genius and into day-to-day management.
The Process 2 Profit Approach
When Liz stepped in to provide project management support, the first priority wasn’t hiring more people or blindly cutting costs; it was clarity.
Together, we implemented a simple but powerful system:
Task-Level Measurement
Each recurring task was documented and assigned a realistic estimated completion time.Hour-to-Estimate Comparison
Individual team member hours were reviewed against the established task estimates.Pattern Identification
Within weeks, clear patterns emerged showing where time was being lost and which roles were misaligned with their responsibilities.Strategic Team Reallocation
Small adjustments were made, shifting tasks, redistributing responsibilities, and tightening workflows.Ongoing Accountability System
The system wasn’t a one-time fix. It became the ongoing framework the team used to manage workload, timelines, and profitability.
The Results
The impact was both immediate and sustainable:
Hidden inefficiencies were identified quickly
Team costs stabilized without cutting talent
Projects moved forward consistently without Jen’s constant involvement
Clear expectations replaced guesswork
Decision-making became data-driven instead of emotional
Most importantly, the system continued to work long after the initial problem was solved, supporting growth rather than hindering it.
Client Results in Her Words
“As the owner of a fast growing business, the best gift I could give myself was to add a person to the team who could help take the implementation of client projects off my plate, freeing me up to stay in my zone of genius.
I hired Liz to handle Project Management and to manage my team of designers and developers. The result has been peace of mind and renewed energy. I sleep better knowing that projects are moving forward and I’m not the bottleneck anymore.
She’s taken my processes and improved them. She also demonstrates ownership of her work and truly is a valued member of my team.”
Jen Devore Richter, Outsourced Chief Marketing Officer
Why This Matters
This case study highlights a core truth behind Process 2 Profit:
Growth doesn’t fail because people aren’t working hard enough.
It fails because the process can’t support the growth.
By measuring the right things, aligning the right people, and installing repeatable systems, businesses can scale without burnout and without becoming the bottleneck themselves.
Want results like this?
Process 2 Profit helps authors, coaches, and consultants turn chaos into clarity and effort into profit.