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Case study · Systems Audit + Notion Buildout

Getting a founder's business out of her head.

[Placeholder case — replace with a real engagement.] A solo founder several years into her business, with a small team she couldn't delegate to — because everything that mattered lived in her head or scattered across Notion, Drive, and Slack.

Client[Solo founder, industry]
EngagementSystems Audit + Notion rebuild
ToolsNotion, Google Workspace, Slack
Timeline[Add timeline]

The moment"I've been meaning to clean this up for a year."

[Describe the trigger moment — what finally made the founder reach out. The strongest version is specific: a hire she couldn't onboard, a week of vacation she couldn't take, a task only she could do at the worst possible time.]

The founder was the single point of failure in her own business — not because she wanted control, but because nothing was written down anywhere a second person could follow.

The real problemThe workspace reflected five years of improvising.

[Summarize what the audit actually found. Keep it concrete:]

  • [Finding one — e.g. duplicate structures across tools, no single source of truth]
  • [Finding two — e.g. processes that existed only as muscle memory]
  • [Finding three — e.g. a Notion workspace with more databases than the team had people]

[A one-line insight from the audit, in your voice. The line a reader screenshots.]

The shiftA rebuild around how she actually works.

[Describe the build: what was rebuilt, what was deliberately left simple, what was documented. Emphasize the systems-first approach — minimal database overhead, structure she'll actually maintain, archiving over deleting.]

The landingDelegation became possible.

[The outcome. What can the founder hand off now that she couldn't before? What does her week look like? If you have a quote from her, this is where it goes.]