Case Study

Improving Efficiency and Communication, Streamlining Execution, and Creating a Client Onboarding Process

Sheldon Strategy is an independent boutique PR agency serving mainly medical and technology clients.

Founder Gillian Sheldon was fed up with the clutter in her head, running in circles, feeling stressed when it came to delegation, and having clients repeatedly ask for things.

They utilized the following services from Erin and Basics Simplified:

Because of the work we did together, I was able to increase revenue by roughly 120%. I was bogged down and, in reality, was going to put myself out of business if I didn't make changes STAT.

Coming from the corporate world, structure and processes were already in place. Even for new startups, there was a “way” things were done.

I didn’t know how to build a company from the ground up. Erin was able to come in and quickly assess the situation, challenges, and roadblocks and offered simple solutions that were not complicated and didn’t take extra time. Everything was easy.

Through our work, I was able to remove the psychological fear I had of scaling my business because I now had the tools and the roadmap I needed to ensure my success. She streamlined all processes, trained my junior staff, and gave me my sanity back. My coordinator feels empowered and confident, and is now more proactive, which in turn saves me even more time and helps her grow professionally. She sees a future for herself and has been active in seeking professional development opportunities ever since working with Erin.

The SOPs that were created - not just the written document but the entire process that was created to fit how I worked - allowed me to streamline and bring on more clients while also increasing my retainers.

It was the best money I ever spent. And I’d spend it again.

At first, I balked at the price tag. As a small business owner, it was challenging to justify that spend. But I would do it over again. I didn’t realize until we finished our work that I truly invested in myself and it was something I really needed.

I was concerned that the process would not move quickly enough, but Erin was fast and efficient. She understands the importance of efficiency because things change every day.

Before working with Erin, I thought I had to grasp every aspect of my business and do it all myself. I actually thought I was failing! Erin listened and understood, and was clear at all times with her recommendations. She helped me understand that there are multiple points to running an agency and I don’t have to do everything. Her guidelines were based on my specific needs and preferences, and she took quick, smart action to implement them. Everything we did truly changed my business for the better.

My clients are able to see the value I provide through this change. They have a streamlined way to see results in real time, and feel we are a trusted and even more efficient partner. Being able to offer this has been a game changer for my success and client happiness.

Gillian Sheldon Heckendorf, Founder, Sheldon Strategy

Challenges

Cat Pack came to Basics Simplified with a lean team, no current standard operating procedures, and team members not fully confident on who does what nor what their role is.

Goals

The main goals of working together focused on productivity, organization, execution, and communication.

Results

Cat Pack + Basics Simplified worked closely together to create, test, adjust, and implement.

It was the best money I ever spent. And I’d spend it again.

Full testimonial below 

Gillian Sheldon Heckendorf

Sheldon Strategy