Client Overview:
BizMagic is a dynamic agency specializing in helping businesses grow through strategic business and operational support. With an expanding client base and a rapidly growing team, BizMagic needed robust systems and leadership to ensure seamless project execution and exceptional client experiences.

The Challenge:
As BizMagic scaled, they faced significant challenges in managing multiple client projects, maintaining consistent communication, and streamlining team operations. The CEO was heavily involved in day-to-day operations, limiting their ability to focus on strategic growth. The agency needed a dedicated leader to manage clients, oversee the team, and build efficient operational systems.

My Role:
I joined BizMagic as the Lead Client Manager, becoming the primary point of contact for over 15 clients. In this role, I:

• Led a team of 13+ professionals, ensuring projects were managed efficiently and timelines were consistently met.

• Built strong client relationships, with clients frequently praising their experience working with me.

• Created the foundational systems needed to onboard and train 10+ new client managers, supporting the agency’s growth trajectory.

As the agency continued to expand, I transitioned into the role of Operations Manager. In this capacity, I:

• Developed a comprehensive training system and portal for client managers, streamlining the onboarding process.

• Created Standard Operating Procedures (SOPs) for critical business functions, including data backup processes within the business hub.

• Designed and implemented processes to enhance the client experience, ensuring consistency and high-quality service delivery.

The Results:

• Improved Project Efficiency: Projects were consistently delivered on time, meeting and exceeding client expectations.

• Enhanced Client Satisfaction: Clients regularly provided positive feedback, highlighting the ease and professionalism of working with me.

• Scalable Operations: Established a solid foundation for training and managing client managers, enabling the agency to scale efficiently.

• Operational Autonomy: Freed the CEO from daily operations, allowing them to focus on strategic growth and scaling the business.