From Overwhelmed Operator to Strategic Visionary: Sachi's Transformation with Upwell Strategies

April 18, 2025

Overview

"When I started working with Caitlyn, I felt like I was drowning, frazzled, and overwhelmed by the 'doing.'"

This case study explores the journey of a creative agency that faced challenges in managing multiple projects simultaneously. The agency struggled with communication, project tracking, and client satisfaction. Our team stepped in to analyze their existing processes and identify areas for improvement.

Solution

We worked to set up systems, better processes, and effective automations to help Sachi step out of all the “doing” and to be able to rely on her team more.

Results

“Now I feel like the structure of the business is working FOR me, and I can focus on doing exactly what I need to do to propel the business forward!”

Now, her business is running smoothly, and she's able to focus on growth strategies to continue building out The CRNA Club.