Case Study
Bringing Order to a Growing Bakery
Client:
A local bakery with a tight-knit team of 8 (3 full-time, 5 part-time) and a whole lot of heart.
The
Background
The owner of this bakery is hands-on, but not in everything. She’s built a team she trusts and has some processes in place—but like many small business owners, things had grown fast, and the behind-the-scenes side of the business hadn’t quite caught up. She was starting to feel the pressure.
Documents were hard to find
New hires needed better onboarding
There wasn’t a clear structure for how things should be done
Planning to grow, she knew solid systems were a must.
Our approach:
We didn’t rush to overhaul everything. Instead, we worked together to bring more clarity, step by step:
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Organized her Drive so she could easily find and manage important documents
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Helped her write key documents like a new hire manual and onboarding checklist
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Built a roadmap of the documents and processes she’d need going forward
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Created and documented front-of-house and kitchen workflows so expectations were clear for everyone
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Talked through kitchen labeling and simple ways to make the space more efficient
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Shared best practices on naming documents, keeping them updated, and building habits around documentation
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Offered coaching and accountability throughout—flexible but focused
The
Impact
With these systems in place, the owner feels more confident and capable. Her team is more aligned, and the business feels more prepared for whatever comes next—whether that’s hiring new staff or expanding to a second location.
"I feel so much more organized."
"This gave me a better handle on what’s happening in my business, and it makes things easier for my team, too. I also appreciated having someone to keep me on track without making it feel overwhelming.”
The
Takeaway
Good systems don’t need to be complicated. Sometimes, it just takes a fresh perspective, a bit of structure, and someone to walk through it with you. That’s what we aim to provide—so business owners can focus on what they do best, with fewer fires to put out.