Case Study: The Cardell Group
Optimizing the Client Journey with Strategic Systems & Operational Precision
Industry: Business Consulting
Team Size: 5–10
Stage: Scaling with team and client growth
I was all over the place. No systems, no processes, I was really just doing the work of delivery projects for my clients and crossing my fingers that everything else would work itself out.
DiaGurl provided “A clear system and process flow that guided the business. From client onboarding to final debrief and everything in between, the system you developed was a game-changer. In fact, clients were often impressed with the work of the team behind the scenes.
They didn't feel like an outside contractor. They learned our industry and integrated into our team well. A World-class experience!
— Pierre Quinn, Founder
The Challenge
The Cardell Group, a minority-owned consulting firm known for its professional development work, was ready to grow—but its backend systems were holding it back.
While their service delivery was trusted and transformative, the client experience lacked infrastructure, and the team was overwhelmed by inconsistent workflows. They faced three primary operational roadblocks:
No formal lead generation process, leading to unpredictable client acquisition
No structured client feedback or evaluation system to assess impact or refine delivery
No project management system to track deliverables and team collaboration effectively
The leadership team knew it was time to invest in systems that would match the firm’s high standards and make scaling sustainable.
The Solution
DiaGurl was hired to streamline and scale The Cardell Group’s internal operations. Starting with a full client experience audit, DiaGurl identified key gaps across lead generation, client feedback, and project delivery.
She implemented a repeatable lead capture system, built out nurture workflows, and created SOPs tailored to the firm’s speaking and consulting visibility. Marketing infrastructure was established to support ongoing audience engagement, and a project management platform and CRM were integrated to improve internal alignment and service delivery.
Key deliverables included:
Client Experience Audit
Reviewed and mapped out the full client journey to find gaps and areas to improve.
Lead Generation System
Created clear processes, SOPs, and a guide to help attract and nurture leads consistently.
Email & Marketing Setup
Built automated email workflows and tools to capture and engage their audience.
Project Management System
Set up a centralized tool for tracking tasks, projects, and team coordination.
CRM Integration
Implemented a system to manage clients, track progress, and improve onboarding.
Team Operations Support
Documented internal processes and created tools to help the team work more efficiently.
The Results
The result? A more efficient, scalable business equipped with the systems needed for long-term growth and impact. With DiaGurl’s strategic support, The Cardell Group now runs its backend with the same professionalism it delivers to clients.
✅ Client acquisition became predictable with a refined lead generation engine
✅ Internal processes are documented, repeatable, and scalable
✅ Team alignment improved, increasing delivery speed and consistency
✅ The client journey is elevated, reinforcing brand credibility at every step