How Elmwood Agency built a system to sustain 600% growth

Results at a glance

• 50+

  Processes captured in a month

• 600%

  Team growth

• $5M

  Annual growth

• The challenge

  Elmwood was spending a lot of time on repetitive training, covering things that should have been documented but were either not written down or scattered across multiple places. The team needed to stop retraining person-to-person and centralize in order to scale.

  “We were spending a lot of time doing repetitive training or things that should have been documented or were documented in multiple places. We knew we had to get centralized in order to scale.”

• The solution

  How Whale solved it

  Working with Whale certified partner Jason Henderberg, the team documented 50 to 60 processes in just one month, using videos and screenshots to capture everything thoroughly and in order.

  

• The results

  50+ processes documented

  The team captured its core processes in a month, replacing tribal knowledge with a written system.

  • Repetitive training gone

    New hires train themselves from the documentation, so the team stops covering the same ground person-to-person.

  • A system built to scale

    With processes centralized and assigned, Elmwood keeps growing on a stable base.

• Training flows

  Structured onboarding modules mean new hires complete training on their own before any personalized follow-up.

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• Alice AI

  Every process lives in one place, so documentation is easy to update as the business grows.

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• Notifications and tagging

  Team members are assigned tasks and notified in real time, so managers spend less time chasing and more time on growth.

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