Serman & Co.

Streamline, Scale, & Succeed – Let’s Build a Business That Works for You.

I help CEOs, course creators, and agencies optimize operations, streamline workflows, and scale with confidence—so you can focus on what truly matters.

See How It Works

Our Case Studies

Take a look at how we’ve been helping our clients thrive and get the results they deserve.

From Chaos to Clarity: How an Overwhelmed Agency Owner Scaled with Systems
The agency was overwhelmed with
 
disorganized workflowsmissed deadlinesinefficient team communication

Discover how we transformed an agency’s operations, saved 10+ hours weekly, and streamlined workflows.

Find Out What We Did →

The Challenge

The Problem: Stuck in Operational Chaos

  • CEO was buried in client work & micromanagement
  • Projects lacked clear workflows & deadlines
  • Team was disorganized, causing missed deadlines & inefficiencies
  • No automation, leading to hours wasted on manual tasks

What We Did

How We Fixed It

  • Implemented ClickUp for structured project & team management
  • Automated client onboarding, task assignments & invoicing
  • Created a team SOP library for efficiency & accountability
  • Restructured CEO’s role to focus on growth, not operations

The Results

The Transformation

✅ CEO reduced daily workload by 10+ hours per week
✅ Project turnaround time cut by 30%
✅ Team efficiency increased by 40%
✅ Business revenue grew by 25% without adding stress

Case study 1 - Line Chart
Scaling Without the Stress: How a Course Creator 2X’d Revenue & Simplified Their Business
Discover how we transformed a
 
stressfulinconsistent launch process

into a seamless, high-revenue system.

Find Out What We Did →

The Challenge

The Problem: Unpredictable & Overwhelming Course Launches

  • Every launch felt rushed & stressful
  • Team communication was all over the place
  • No automated student onboarding or follow-up
  • CEO was stuck managing everything manually instead of focusing on growth

What We Did

How We Simplified & Optimized the Launch Process

  • Designed a Launch Management System inside ClickUp
  • Automated student onboarding & client follow-ups using Dubsado & Zapier
  • Created a course delivery workflow that ensured a seamless experience
  • Set up a sales tracking dashboard to monitor revenue in real time

The Results

The Transformation

✅ 2X’d Course Revenue after optimizing the launch process
✅ CEO reduced workload by 15+ hours per week
✅ Automated 80% of student onboarding & follow-ups
✅ Increased student satisfaction & retention, reducing refund requests

Case study 2 - Line Chart
From Burnout to CEO-Level Freedom: How a High-Performing Business Owner Scaled Efficiently
Discover how we streamlined this CEO’s
 
operationsautomated workflows

and gave them back their time—without sacrificing business growth

Find Out What We Did →

The Challenge

The Problem: Stuck in the Business Instead of Leading It

  • CEO was buried in day-to-day operations instead of focusing on growth.
  • No clear systems, leading to inconsistent results.
  • Team was underutilized, causing bottlenecks and inefficiencies.
  • Manual processes were eating up hours every week.

What We Did

How We Created More Time, Structure & Scalable Growth

  • Implemented a CEO Dashboard to track business health & team KPIs.
  • Automated client management, invoicing & reporting to eliminate manual work.
  • Developed an SOP library to create repeatable systems & processes.
  • Restructured team responsibilities, enabling seamless delegation.

The Results

The Transformation

✅ CEO freed up 15+ hours per week by eliminating manual work.
✅ Business became 80% systemized, reducing operational chaos.
✅ Team efficiency improved by 60%, increasing revenue potential.
✅ Business became scalable, allowing the CEO to focus on long-term growth.

Case study 3 - Line Chart

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