ProjX Case Studies

STARTUP SETUP

(0+ Years)

IT ALL STARTED WITH AN IDEA…

A small group of entrepreneurs had a great idea for a side business partnership that would complement their respective companies and serve their mutual clientele. But they were worried about business startup costs, time management, and making sure they had systems in place to handle growth.

WE GOT IT OFF THE GROUND

  • We did all the legwork and market research to ensure that the business could move in the right direction.

  • We set up software to manage leads and processes.

  • We took care of the technicalities: setting up contracts, invoices, and templates so they could show up and start serving clients professionally from day 1.

THE RESULT

We were able to get the business operational and set up properly in no time. We saved time and money by creating a foundation for serving clients and creating a system of organization that would sustain the business long-term.

GROWTH POTENTIAL

(0 - 5+ Years)

TIME FOR A TEAM EFFORT…

A marketing and design company reached out to us for help with hiring, project management, and finding new streams of revenue to create profit. They were a team of two, trying to keep the business afloat with no softwares, processes, or employees to do the heavy lifting and keep them on track. And worst of all, they were losing money.

WE ESTABLISHED ORDER

  • We came up with a process to streamline everything

  • Internal communications

  • External communications

  • Professional onboarding process

  • We researched and implemented a software that fit the bill

  • We found and trained a project manager to take some of the workload and oversee social media management and website development

  • We found new revenue streams that paired nicely with their other offers to create continuous revenue

OUTDATED AND UNDERRATED

(10+ Years)

TIME FOR A GIANT LEAP FORWARD…

A third generation company reached out to us after 50+ years in business. Jobs and leads were falling through the cracks because their software was outdated and no longer appropriate for their ever-changing needs. They had no oversight to keep track of current projects or employees. They needed to upgrade so they could keep their good reputation and continue serving clients faithfully.

WE BRIDGED THE GAP

  • We found a software with great field management capabilities so employees could clock in and out and take notes in the field.

  • We integrated the software with their Quickbooks for a seamless, across-the-board solution.

THE RESULT

They've eliminated all of their Excel sheets and have been able to ramp up services now that the backend is more efficient. They have not had any leads or jobs fall through the cracks due to mismanagement. Now they can look to the next 50 years with peace of mind and confidence.

SIDE BUSINESS SAVVY

(0 - 5+ Years)

THE SIDE HUSTLE WAS TAKING ALL HIS TIME…

A business owner approached us because he was having trouble keeping track of all the moving parts in his side hustle. He needed his website updated and revamped, but he didn't have the time to manage or execute the project himself.

PROJX TO THE RESCUE

  • We managed his website project and team of web developers to keep track of what was in progress.

  • We tested the website to ensure all the different parts were running smoothly.

  • We hired a business manager for him so he could take his hands off the wheel and let the side hustle run on autopilot.

THE RESULT

The business owner was able to focus on his primary business while reaping the benefits of the side hustle. We completed the project so he could have a steady income stream AND more time with his family.

SOFTWARE A LA CARTE

(10+ Years)

JUST THE SOFTWARE, PLEASE…

One of the most valuable services we offer our clients is finding a software solution that functions as if it were custom tailored to their business. Business owners are recognizing more and more that the solutions they used in the first year of their business cannot support business growth for the future. So they turn to the popular options only to be disappointed by the user interface and limited capabilities.

WE FOUND THE CLEAR WINNERS

  • Using our knowlege of business organization, software automation, and company needs, we research appropriate softwares and do in depth testing to ensure the software will perform to their expectations.

  • We provide a short list of options so they don't have to wade through thousands of irrelevant software.

  • We make sure the software can handle the business operations now and grow with the company's needs into the future.

  • From there, we can implement the software for our clients. Or, if they are up for the challenge, we leave them with a detailed short list of software options along with a helpful analysis of how each option compares.

THE RESULT

Business owners can save money by implementing the software for themselves, and they can save time by leaving the research to us. Our clients are thrilled to avoid the buyers' remorse so many others experience when they pick a software that doesn't work the way they expected it to.