Case Studies
The numbers behind
the stories.
These are real founders with real businesses who were stuck doing everything themselves. Here is what happened when they got the right person, the right systems, and the right support.
The Scaling Clinician
Dr. Greg Eckel - Naturopathic Medicine
A residency program that used to take 8 months — done in 3 weeks
The Problem
Dr. Greg had built a thriving integrative medicine clinic, but he was the bottleneck. Email chaos, double-booked calendars across Serbo EMR and Google, medical tasks and personal logistics all rolling through him. Every time he wanted to scale — add another clinician, take on residents, expand services — it meant months of his personal time to coordinate. His goal on the discovery call: an assistant tech-savvy enough to integrate AI into daily workflows and build a stress-free operation he could step back from.
The Solution
His EA Lisa came in AI-trained from day one. She took full ownership of the inbox using a GPS folder system, owns calendar protection (empowered to decline meetings not aligned with his quarterly goals), and built Asana dashboards so every workflow is visible and traceable. She integrates Claude and Claude Code directly into her day-to-day. When he establishes a new clinical residency, she owns the whole process end to end.
The Results
Residency establishment — which historically took 6 to 8 months — dropped to 2 to 3 weeks. Dr. Greg is now adjunct clinical professor at a naturopathic school. He has two residents coming in, hired two doctors, and is on his 8th and 9th residency. Continuity holds through Lisa's PTO. He is not checking his own email anymore.
“She helped us establish a residency in three days. That process in the past has taken six to eight months to get done, and she did it in two to three weeks. Phenomenal. I am just way more productive with her managing it now. I feel very confident in her decision making process.”
8mo → 3wk
residency establishment time with his EA running it
The Aggressive Grower
Michael Carrillo - Marketing Agency (Dental Industry)
51,000 emails and a scaling agency — handed off to an EA who exceeded every expectation
The Problem
Michael came in with aggressive growth goals for the year and a 51,000-email inbox he could not get to. He knew the version of himself who would hit those goals already had an executive assistant. His words on the discovery call: "I kind of just want to be focused on the big rock things right now." He needed someone who could take invoices, scheduling, customer success follow-up, and inbox triage off his plate without being told twice.
The Solution
His EA Camilla — matched specifically for her marketing background — started by clearing the 51,000-email backlog and building customer success follow-up sequences. From week one she was proactive, not reactive: noticing patterns, flagging what mattered, owning the things Michael was dropping. She runs his CRM, SOPs, and day-to-day operations via ClickUp.
The Results
Michael calls Camilla "a key player for the company's future scaling." Feedback in check-in: she is exceeding expectations, he does not have to tell her things more than once, and the inbox is under control. He is now focused on the big rocks the agency is trying to hit.
“If anything, she has definitely exceeded my expectations. She is awesome. I feel like I do not have to tell her things more than once. I had like 51 thousand emails. She jumped right into the fire and she is doing a really, really good job.”
51K
emails processed in his EA's first week
The Design/Build Founder
Adrienne Fainman - Design / Build
Not used to delegating — and an EA who started running toward the work
The Problem
Adrienne was drowning in an overloaded inbox and a calendar that was running her instead of the other way around. Like a lot of founders, she wasn't used to delegating — her own words. She didn't fully know what an EA could take off her plate, which is exactly where most founders get stuck. The work wasn't going to shrink; she needed someone who could step in and just start owning pieces of it.
The Solution
Her EA Lady came in and within the first two weeks, the inbox went from chaos to organized using the GPS folder system. Calendar got a handle on it next. By week four, Lady was tracking milestones in Notion, handling personal appointments and errands, and had the foundation in place to take over QuickBooks invoicing. The biggest shift was Lady's proactivity — she saw Adrienne's to-do list growing and asked to take more of it on her own.
The Results
Same workload, more productive team. Very few mistakes, consistent improvement week over week, and now Lady is expanding into bookkeeping and financial processes — the kind of trust handoff that only happens when the foundational work is rock solid. Adrienne is happy, delegating more, and has a real partner instead of a task-taker.
“She noticed my to-do list was getting long and asked if she could take more of it. That was very helpful. Very few mistakes, honestly. I am really happy so far — we are more productive together.”
Week 1
email inbox cleaned and organized
Your turn.
Every founder on this page was once exactly where you are - overwhelmed, stuck in the weeds, and wondering if it could actually be different. It can.
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