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Case Studies

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Transforming Health & Business: How Dr. Charlie's Practice DOUBLED!

How Dr. Charlie's Practice Doubled Growth with AE&Co’s Automated Systems and Strategic Marketing.

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From Scattered Trello Boards to a Streamlined ClickUp Workspace

We streamlined Jamie’s Trello boards into a ClickUp system that eliminated missed tasks, improved efficiency, and enabled stress-free launches.

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Turning Dr. Charlie’s Clinical Expertise into an Automated Feature of his Membership

AE&Co helped Dr. Charlie boost member engagement with a personalized quiz and symptoms result for a clear, confident start inside of his membership.

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Automating Jamie’s Client Journey with Zapier, Kajabi, Click Up & ConvertKit 

How AE&Co streamlined the client’s journey by auditing existing processes, documenting tasks, and mapping out a clear visual of both backend automations and manual tasks.

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Jamie Berman’s Stress-Free, High-Impact Launch

How Jamie partnered with AE&Co to bring strategy, structure, and clarity to her launch process.

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The Hidden Power of SOPs: How One Directory Boosted Efficiency & Cut Costs

We helped Kelly streamline two businesses with a centralized process database, reducing workload by 70% and enabling scalable, stress-free growth.

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Transforming Dr. Charlie’s Email Marketing with ActiveCampaign

AE&Co transformed Dr. Charlie’s email marketing with ActiveCampaign, doubling his list & boosting engagement through automation and strategic campaigns.

Ready to step out of the weeds and build a business that runs itself?

Our client's results....

  • 70% less CEO workload

  • Up to 50% fewer customer service issues

  • 10–20% higher revenue

  • Happier teams and longer client relationships

Apply To Work Together Today!

Let's explore how we can take your business to the next level, together.

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