Our Impact
SOCIATE
The situation
SOCIATE had been operating for eight years and, in the aftermath of COVID, was approaching a point where the future of the business was uncertain.
The agency faced cash-flow pressure, significant outstanding receivables, high overhead, inconsistent internal systems, and commercial processes that were not supporting sustainable growth.
The challenge
The business did not simply need more marketing. It needed stronger operating discipline, better commercial processes, clearer positioning, improved delivery, and a healthier model overall.
The work
Whitney helped lead an 18-month turnaround spanning cash recovery, pricing, business development, team performance, client delivery, and internal operations.
The work included implementing the agency’s first project management system in ClickUp, strengthening workflow and accountability, improving RFP response, reducing unnecessary overhead, refining pricing, and supporting the pursuit of larger client opportunities.
The result
RFP response +30%
Overhead -25%
Operational efficiency +43%
$500K+ in outstanding receivables recovered
Average client pricing +25–30%
Major campaigns won for brands including Hilton, Coca-Cola, and Sephora.
Why it matters
The experience behind JAEBYRD is not limited to brand or marketing problems. It includes understanding how commercial decisions, operations, systems, people, and positioning work together — and what has to change when a business needs more than a cosmetic fix.