Case Study
Lateo Solutions
Service
Done For You
Duration
3-Months
The Challenges:
Dale, the founder of Lateo Solutions, a digital marketing agency specialising in Google Ads, SEO, and website optimisation, faced operational challenges. His team was on salaries, but projects were ad hoc, leading to financial inefficiencies. Identifying the optimal stage-to-project ratio became crucial.
How I Assisted:
Dale needed support with setting up his business foundations and managing his team. As his dedicated consultant, our collaboration aimed at introducing processes, reviewing internal project allocations and business financials.
Strategies at Play:
After carefully understanding the business needs, I put together a tailored plan. Read below our tailored approach.
Budgeting and Breakdown:
• Reviewed business costings and pricing
• Determined baseline hourly rate and overall operating figure
• Implemented billable and non billable hours within the agency
• Reviewed profitably of all services and provided justified pricing figures for service offerings
Deliverable:
Detailed costings and service packages tailored for Lateo Solutions.
Marketing Strategy and Business Plan:
• Developed a comprehensive strategy for growth and client acquisition
• Identified target audience and created client/company personas
Deliverable:
Comprehensive Marketing Strategy and Business Plan outlining actionable steps and a clear roadmap for business growth.
Strategic Review of Overall Processes:
• Conducted a thorough assessment of current processes
• Reviewed internal processes and client management
• Identified areas for improvement to increase efficiency and effectiveness
• Provided strategic guidance for process refinement and enhancements
Deliverable:
Created templates and processes for proposals, contracts, onboarding, off boarding and testimonials
In Dale's Words:
“She's like a grenade dropped in the business, blowing it wide open in a good way. The clarity she brings to projects and financial efficiency is eye opening.”
How Dale Feel’s Now:
Dale expresses a sense of relief and confidence, feeling that his business now has the necessary tools in place to be properly steered, thanks to our collaborative efforts. The ongoing ups and downs are met with a supportive partnership that has brought clarity and strategic direction to Lateo Solutions.
