COVALENT CASE STUDY

From One-Woman Shop to a Streamlined 20K/Month Agency

A behind-the-scenes look at how Atria Social scaled to consistent $20K months by adding systems, hiring support, optimizing their tech stack, and partnering with Covalent for strategic Online Business Management and Virtual Assistance.

01

MEET 
AMANDA

01

Amanda Clark Dougherty, MBA, CEO of Atria Social
A social media & branding agency for doctors and healthcare professionals
Engagement: Partnership via VA + OBM Support 

Before building Atria Social, she spent 13+ years marketing $2B+ health systems, private practices, and nationally recognized physicians. She led in-house teams, scaled agency accounts, and became known for translating medical expertise into content patients can understand and trust.

But her mission became personal in 2018. A sudden medical scare revealed something she had never fully grasped until she experienced it as a patient:

When you’re scared and searching for answers, a doctor’s online presence becomes everything: clarity, credibility, and peace of mind.

That moment shifted her entire career. So in 2023, Amanda left corporate marketing and launched Atria Social, bringing her expertise directly to the physicians who needed it most. She had the drive, the expertise, and the vision… but behind the scenes, she was running the entire agency alone.

 

02

When Expertise Isn’t the Problem... Capacity Is

02

Atria looked like an agency, but functionally, Amanda was:

→ Executing 100% of client deliverables
→ Holding every workflow in her head
→ Spending hours on reporting, approvals, analytics
→ Managing every client communication
→ Operating without clear SOPs or workflows
→ Overextended but unwilling to compromise client experience
→ Stuck in the classic “I know what to do, but I cannot do it all myself” cycle

She didn’t need another mastermind or another course.
She needed a right hand.
Someone to operationalize her brilliance so she could actually grow.

That’s when she brought in Covalent. 

03

THE REAL 
Challenge

03

Amanda had reached the limit of what one person could sustainably carry.

Her agency was ready to grow, but the backend didn’t match the front-end quality.

She was:
→ The bottleneck in every project
→  Running approvals, content, reporting, and client delivery solo
→  Losing hours each week to a bloated tech stack
→  Exhausted from operating without structure
→  Knew she needed to hire, but didn't have all the SOPs in place
→  Spending all her time “in the work,” with no room for strategy
→  Feeling the emotional weight of knowing she was the ceiling

The hardest part?

She knew her work deserved to scale.
But she didn’t have the systems or support needed to scale safely.

That’s where we Covalent came in.

 
04

COVALENT
Approach

04

We didn’t “fix” Atria... because nothing was broken.
What we did do was build the operational backbone that allowed Amanda to finally run her agency at the level she’d been delivering at all along.

Behind the polished brand and exceptional client work, the backend was telling a very different story: workflows hidden in Google Docs, approvals scattered across platforms, and no solid structure to support hiring, delegating, or scaling.

Amanda had the expertise, the vision, and the results.
She just didn’t have an operating system that could keep up with the agency she was already becoming.

So we stepped in to help operationalize it. We documented her entire client journey, built the SOPs she’d been missing, upgraded her delivery systems, migrated the team into a unified content platform, and created agency-ready workflows that protected quality and saved time.

As the agency grew, we supported her through hiring, onboarding, and training the team so Atria could transition from a one-woman operation to a true boutique agency, all without ever sacrificing client experience.

 

“Since McKenzie came on board, I’ve actually been able to scale.”

-Amanda Clark Dougherty 
Founder + CEO, Atria Social
 

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05

CENTRAL
Content Flow

05

A major turning point in Atria’s growth came when Amanda finally had a backend that could keep up with the volume, complexity, and quality of her agency’s work.

Before using Sked Social, content delivery was held together by a patchwork of tools:

→ Planning in Google Sheets
→ Assets scattered in Google Drive
→ Tasks managed inside ClickUp
→ Approvals routed through Planable
→ Scheduling managed in Hootsuite
→ Engagement happening natively in each app

It worked, but it was slow.
It was scattered.
And it forced Amanda to manually check, track, approve, and review everything across multiple platforms.

Analytics alone took hours per client every month… and it all sat on Amanda’s plate.

06

WITH THE RIGHT 
SYSTEMS
Everything Changed

06

With one unified system, Amanda and her team finally had a content engine that ran smoothly, not a maze of disconnected tools. She was able to:

→ Approve content in minutes instead of days
→ Review captions, visuals, hashtags, and scheduling in one place
→ Centralize feedback without digging through DMs, emails, and comments
→ Eliminate redundant subscriptions and save thousands per year in tech costs
→ Pull analytics in just a few minutes, not hours
→ Give her team a single workflow they could own, follow, and optimize
→ Remove herself from 80% of execution because the system didn’t depend on her anymore

With everything consolidated, predictable, and actually designed for an agency… Atria finally had operational momentum Amanda didn’t have to manufacture manually.

Because Sked matched the way she thinks and the way her team works, it wasn’t just implemented, it was adopted.
And it worked.

TECH STACK

06 OPERATIONAL UPGRADE
Creating a Home Base for Her Whole Studio

Before we stepped in, Devyn had the tools, but not the systems. ClickUp, Dubsado, folders, documents, apps… they existed, but nothing worked together. Everything lived in her head, processes changed project to project, and her tech had no real flow.

So we built the missing structure. We turned her scattered tech stack into a true operating system by creating:

  • Clear workflows that mapped every step of her creative process

  • Clean pathways from inquiry → onboarding → delivery → final handoff

  • Organized file systems her whole team could navigate

  • Processes that worked the same way every time

  • A backend she could finally delegate inside without losing quality

Instead of clicking around trying to remember what lived where, Devyn now has a studio “home base” that feels intuitive, calm, and built for scale, not survival.

This is the moment her tools stopped being tools… and became a system she could actually run a studio on.

OPERATIONAL FOUNDATION
Systems + Ops Buildout 


We helped transform Atria from “founder-run” to “agency-ready” by:
✓ Creating a full SOP + workflow library
✓ Documenting the client journey from inquiry → reporting
✓ Standardizing delivery workflows across all clients
✓ Implementing structure for content planning, approvals, and analytics
✓ Identifying bottlenecks + streamlining operations
✓ Updating systems as the team scaled

This gave Amanda, and every future hire, clarity, consistency, and confidence.

TEAM STRUCTURE
Hiring & Team Development

A major turning point was shifting delivery off Amanda’s plate.

We supported:
✓ Creating role clarity
✓ Writing job descriptions
✓ Posting + sourcing candidates
✓ Pre-screening
✓ Interviewing
✓ Supporting final selection
✓ Onboarding and training new content managers
✓ Systemizing their roles for consistent output

Atria went from a team of 1 → 6 in under two years, without losing quality.

TECH STACK OPTIMIZATION
Tech Audits, Consolidation, + Migrations

One of the highest-impact changes?

Transitioning Atria from a patchwork tech stack into Sked. This shift:
✓ Centralized content planning, scheduling, approvals
✓ Cleaned up content workflows
✓ Made approvals take minutes
✓ Streamlined analytics + reporting
✓ Saved thousands in tech costs
✓ Reduced 3+ hours per client per month

This wasn’t just a tool upgrade, it was a HUGE capacity upgrade.

FUNNEL BUILDING
Building A Scalable Growth Engine


We created a clear, streamlined funnel inside Kajabi designed to attract physicians and healthcare clients in an ethical, educational way.
This included:
✓ A top-of-funnel landing page
✓ A compelling call-to-action for her CheckUp offer
✓ A nurture-driven funnel that reflects Amanda’s brand voice
✓ Clean tagging + segmentation to reduce guesswork
✓ Clear pathways into her signature services

It wasn’t just a funnel, it was the foundation of her long-term visibility strategy. And to support her funnel, we wrote and structured:
✓ An 8-email nurture sequence
✓ A follow-up series designed around trust and physician psychology
✓ Automated reminders to increase conversions
✓ Soft CTA touchpoints that reflect Amanda’s values and tone

These emails educated, built trust, and created a clear pathway into her next offer... without feeling pushy, salesy, or misaligned with her mission.

THE TRANSFORMATION

This wasn’t just support. It was the shift that allowed Amanda to step into the CEO seat fully, with systems that carry the weight so she doesn’t have to.

Atria went from:

❌ doing everything manually
❌ no clarity on delegation
❌ a bloated tech stack
❌ inconsistent workflows
❌ overworked founder
❌ no room to innovate

to...

✨ consistent $20K months
✨ a fully documented backend
✨ efficient delivery via Sked
✨ a team confidently handling execution
✨ hours saved every week
✨ Amanda out of the weeds and into CEO leadership

And the biggest win?

For the first time, Amanda had space.
Not just operationally, emotionally.
She finally had room to think, plan, and grow.

In September 2025, she was able to step away for nearly two full weeks for her wedding… and nothing skipped a beat.
Content kept going out.
Clients stayed supported.
Her team handled delivery confidently.
The business didn’t wobble, it ran.

That was the moment she realized:
she wasn’t just running an agency anymore.
She had built one that could run without her.

Now We're Gearing Up To
Double Revenue Through Offer Expansion

Once the backend was stable, scalable, and documented, Amanda regained the creative bandwidth to innovate again.

Together, we:
✓ Extracted her full retainer process
✓ Mapped her proprietary framework
✓ Turned her methodology into a teachable structure
✓ Began building a digital course inside Kajabi

This offer will:
✓ Reduce her 1:1 delivery load
✓ Diversify revenue
✓ Build leveraged earning potential
✓ Support plans to nearly double revenue in 2026

Because operations don’t just create order,
they expand capacity.

$20K+ monthly revenue
/
3+ hours saved per client
/
Team growth: 1 → 6
/
Thousands saved in tech costs
/
Full SOP + workflow library
/
$20K+ monthly revenue
/
3+ hours saved per client
/
Team growth: 1 → 6
/
Thousands saved in tech costs
/
Full SOP + workflow library
/
07

Results At A Glance

07

Revenue + Offer Wins


• $20K+ consistent months
• Positioned to nearly double revenue in 2026
• New passive offer underway

Systems + Efficiency Wins


• Full SOP library created
• Delivery workflows standardized
• Sked migration saving 3+ hours per client per month
• Clean, efficient approvals
• Reduced tech costs

Team & Capacity Wins


• One Virtual Assistant and three Content Managers hired and trained
• Clear role + delegation structure
• Amanda removed from most execution 

CEO-Level Wins


• Strategic bandwidth restored
• Emotional capacity regained
• Confidence operating as a true CEO
• Clear path for scalable growth
 

 

"She's helped with everything from SOPs and client journey mapping to recruiting, onboarding, web updates, and funnels. She’s my right hand. A true 10 out of 10.”"

-Amanda Clark Dougherty, 
Founder + CEO, Atria Social
 

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Ready for support that helps you scale, not stretch?

Here are three ways founders work with us:

The Systems Scan + Strategic Planning Session
A 30-day diagnostic to map your backend, identify your gaps, and give you a custom 90-day plan.

✔ The Operations Sprint (Recommended for agencies)
A deep-dive buildout to streamline your backend, document workflows, and prepare your business for scale.

OBM + VA Partnership (by invite only)
VA Only Support: Done-for-you implementation with one OBM strategy call each month.
VA + OBM Support: 
Full operational support, delegation, and scalable systems.

If you’re unsure where to start, begin with a Discovery Call. It’s the simplest way to get clarity fast and it’s exactly how Amanda began.

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