CASE STUDY
The Workplace Mental Health Method™
Melissa — Mental Health at Work Specialist
Public Speaker · 2x Author · Award-Winning Thought Leader
Airtable CRM
Asana
Calendly
SCOPE
Full ops overhaul
CRM, PM, scheduling, content hub
TOOLS IMPLEMENTED
3 platforms
Full design + designer for a day
MILESTONE UNLOCKED
2nd book written
+ certification course launched
THE CHALLENGE
Melissa came in not fully knowing what she needed — only that something had to change. She was a highly successful speaker, author, and thought leader, but the business was running her. Her workload had grown unsustainable, cutting into her relationships and personal life. She'd hired contractors before, but handing over the core of her business to someone new was a real leap of trust.
“She didn’t need more hustle. She needed someone to come in, see the whole picture, and build the infrastructure her business had outgrown.”
Presentations customized from scratch each time — no central content hub
Hours lost to manual scheduling back-and-forth for every client call
Lead tracking living in a spreadsheet with no automation or visibility
Tasks scattered across Google Drive, email, and notes — no single source of truth
THE APPROACH
We started with a trust-building project: consolidating all of Melissa's key takeaways into one central Google Doc, organized by topic, with a reusable presentation template she could duplicate each time. From there, we mapped her full client journey and categorized every type of work she and her team were doing before choosing tools.
01
Audit & categorize
Mapped all workflows, task types, and time drains across the business
02
Build content hub
Consolidated key takeaways doc + reusable presentation template in Google Drive
03
Implement tools
Calendly, Airtable CRM, and Asana configured and connected
04
Automate & hand over
Sequences, templates, and project structures built — team trained and equipped
THE RESULT
Melissa now runs a business that genuinely supports her life instead of consuming it. She saves consistent admin hours every week, her team operates from a single source of truth, and she has the breathing room to do her best work.
BEFORE
Tasks, leads, and content scattered across tools and memory
AFTER
Automated CRM, organized PM, and a team that can run things
KEY SHIFT
2nd book written + certification course launched
Consistent admin hours saved every week
Templates for all manual emails — no more writing from scratch
Re-engagement happens automatically — not when she remembers
Team has full visibility into priorities, workload, and project status
Time freed to write and release her second book
“To say that Ilana is awesome is a serious understatement. It’s solely because of her that I’ve been able to better organize, automate, and scale my business. She’s quick to respond, is very solution-oriented, and great at big-picture thinking. She’s an absolutely priceless member of my team, and I can’t wait to grow my business further with her help!
”
READY WHEN YOU ARE
Ready to build a business that works without you holding it all together?
If your growth is outpacing your systems, let's fix the infrastructure so you can get back to the work that matters.