Case Study & Success Story: Small Business Entrepreneur

Case study conducted by and property of Martin PMO.

Last names have been omitted for privacy.

Client Profile

• Name: Jason

• Role: Owner of a Marketing Agency

• Location: Denver, CO

• Business Size: 8 employees

• Tech Comfort Level: High – Actively uses Notion, Slack, and HubSpot

• Primary Goal: Build repeatable systems to delegate effectively and prevent burnout

  
  

Challenges

• Overextended and wearing too many hats across operations

• No formalized client onboarding system

• Difficulty maintaining quality and deadlines as business scales

• Reliance on freelancers led to micromanagement due to unclear processes

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Prior Solution Search

• Jason looked into hiring a project manager, subscribed to project management software, and considered a virtual assistant—but none delivered the integrated, strategic systems he truly needed.

Why Martin PMO?

• Jason didn’t need just another set of hands—he needed a systems architect. Martin PMO provided end-to-end process design, creating SOPs for service delivery, onboarding, and internal communication. By implementing automation tools and building a centralized knowledge base, Martin PMO enabled Jason to step back from the day-to-day while maintaining quality and consistency across client work.

Where They Are Now (12 months later) - Success Story

• Jason has grown his agency to 14 employees and has onboarded three new retainer clients—with reduced late nights. Client onboarding is now fully systematized through Notion and automated email sequences. He holds monthly strategy meetings instead of daily check-ins, and his internal dashboard gives him full visibility into each team member’s workload. For the first time, he’s actively pursuing a second business venture.

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