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Case Studies

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Transforming Dr. Charlie's Business with Active Campaign, Asana & Documented Processes.

How Dr. Charlie's Business Doubled Growth with AE&Co’s support.

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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.

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Membership Build & Launch for Healthy Homes

See how we helped Heather Rose build and launch the Healthy Home Edit membership on Kajabi—from strategy and platform build to email automation, copy, and a full handover.

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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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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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Project Management System Build for Camp Bay Media

How AE&Co built a custom ClickUp project management system for Camp Bay Media—streamlining workflows, improving delegation, and enabling scalable growth.

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Lead Management System Build for Camp Bay Media

See how AE&Co built an automated ClickUp lead management system for Camp Bay Media — saving hours weekly and giving the founder real-time pipeline visibility.

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

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I’ve had countless wins since working with you - Got my whole business organized! I value your attention to detail and how easy you make everything for me. I feel safe, taken care of and more at ease that things are running smoothly without me needing to do anything. Everything has been amazing. The systems that you set in place have been a game changer and you have really helped my business in all aspects. Forever grateful for you and the team!

Dr. Charlie Fagenholz

Holistic Physician & CEO of In the Trenches Membership

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I decided to work with AE&Co because I wanted to make the most of the tools I already had and figure out where my gaps were. Honestly, I was hesitant to invest in a backend audit at first—I worried it would be generic and not worth the cost. But working with AE&Co was the complete opposite. The experience was specific, actionable, and gave me immediate clarity.


The communication was amazing and the delivery was incredibly thorough—there’s honestly nothing I’d suggest improving. What I loved most were the walkthrough videos and the way everything was explained so clearly, especially when it came to different email marketing strategies. AE&Co helped me see bottlenecks I hadn’t noticed, prioritized some quick wins, and gave me simple systems I could implement right away. Thank you for making the process so easy and impactful!

Colleen Zeni

Holistic Physician & Founder of  The Wholistic Family

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Working with Aveline has been amazing. Aveline has been able to support the growth of the practice and business and I've been able to delegate all the operational aspects to her completely. She was able to take my many ideas and implement them with ease. Aveline is very organized and developed procedures for completing common tasks and addressing common issues that arise daily. She developed SOP's and also managed all of our staff and practitioners on the team. This included many HR procedures such as hiring, wage increases, payroll and general feedback checks. Aveline made me feel supported, especially as we pivoted the business structure per her recommendations. She also implemented processes and cutbacks that saved the company money. I loved having a sounding board for my many ideas and plans! I've had a wonderful experience and would recommend anyone to work with her who wants a right hand gal and strategic partner!

Dr. Charlie Fagenholz

Holistic Physician & CEO of In the Trenches Membership

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"You’ve helped us see that clarity is kindness, especially in changing our mindset around a membership. Working with you as a consultant, I feel listened to and excited. You’re really good at presenting a new idea and then giving us time to process it. More than anything, I just really like you! I know that you truly care about what we are trying to do. We started out with an idea of what we were going to do, and you asked us lots of questions that made us realize we didn’t have clarity for our customers. Then you kindly pointed out more blind spots, and our brains blew up 🙃. But you led us through it, and now we have a real plan. What a journey so far - I'm so grateful for your help!"

Hannah Stevenson

Lily & Thistle Art Homeschooling Resources

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"Working with you has been such a game-changer! Since we started, I've already brought in $57,501 more in total revenue and $9,000 more in net income compared to last year -- and it's only October. My business feels solid now. Chaos is gone, systems and SOPs are in place, launches are planned, and I can finally focus on being the visionary while trusting you and your team to handle the details. I feel so supported, way less stressed, and I actually enjoy my business again--I'm so grateful for everything you've done, and I know this is just the beginning of even bigger growth!"

Jamie Berman

Mindset Coach

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"Working with Aveline has been an absolute joy.  Aveline learned the business model and our overall goal quickly, and was able to recommend improvements along the way. She is continually working on new strategies and ideas on how we could scale the business. Her efforts have contributed to the growth of my business and I've been able to trust her leadership of the team. Aveline is extremely personable and approachable, and is able to manage our team operations and any conflicts that arise. She is very organized and is always making sure the team is on top of their projects and tasks.I've valued her feedback on developing and improving our marketing strategies and general operations, as she's been able to have a 'birds eye view' on the business. I've had a wonderful experience and would recommend anyone to work with her who wants a operations strategist on their team! Thank you for all your hard work!"

Kimberley Milousis

CEO of Empowered Living (Essential Oil Company)

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"Working with Aveline has been such an improvement for my business. She has made so much space for me to focus on my clients and work in my zone of genius because I know my team and back end work is taken care of, which every CEO dreams of. I have experienced greater organization, more separation between my team and I and better customer service thanks to her efforts."

Leah Gervais

​Leading 7 figure Business Coach

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I have had the pleasure of working with Aveline for over a year and have been consistently impressed by her dedication to our team and the business. Ave jumped in and started adding value the very first week. Within just a few months it felt like she had been with us for years. Due to some personal matters, my attention was pulled from the business for the better part of the year. During that time, Ave expertly stepped in to lead the team and keep everything running smoothly. Not only is Ave highly skilled at her job, but she is also a loyal and caring member of our team. She treats the business as if it were her own and is always looking for ways to help it grow and succeed. She is a great leader, who genuinely cares about the well-being of her team and is always willing to go above and beyond to ensure their success. She is a great coach and I saw performance improvement with the team soon after her arrival. I am extremely grateful to have Ave on our team and highly recommend her for any operations leadership role. She is a valuable asset to any business.

Jennifer Grayeb

​Founder of Datable, Marketing Analytics Company

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Working with you has been incredible. I love that you actually *CARE* and I love that you listen... you're like a friend, a partner, integrator, and visionary all in one.You have a calming, grounded presence and that helps reel me in because my head can be up in the clouds wanting to do a million things. You have given me my time back (by far the best thing), pulled off successful stress-free (for me) launches, and built out our SOPs and testimonial database. I have more time. I stress way less. I am *actually* traveling a lot this year (finally) - yay!! I work a few hours every day compared to my old self - at most 16H days. I feel like I can breathe... I don't have all of our team members reaching out to me anymore. I don't feel like I have to be on my computer/phone all the time. I can trust that you will get the important things done.. I trust that you care about my business as I do. I trust that you care about our team members, me, and our clients as I do. You've been a blessing to work with."

Kelly Callaghan

Founder of Spray Tan Class & XTan Sunless - Courses & Ecom

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Aveline was an incredible asset to our team. Crypto start up life is a rat race: fast-paced and intense. We were able to leverage her expertise to systemize our workspace by building out processes and managing various projects and investments. She created systems that would help the team do each one of their jobs better, and took initiative to create communication and clarity between team members. During team meetings, she was able to keep everyone on track and discuss future goals and what our overall direction was. A big part of Aveline's role was hiring new remote team members and taking them through the onboarding process, as well as assigning them tasks through our project management tool. Aveline is personable, detail-oriented and results driven. She gives her 100% in everything she does and is a wiz when it comes to business development and management. She loves creating connection & efficiency and that comes out in her work. I'd definitely recommend working with Aveline

Tyler Koverko

Crown Attorney, CFO at TDK Cashflow

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