Rachel Gertz: Ops & PM Consultant

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of a boutique digital marketing company. We offer SEO, PPC, and analytics services to clients across North America, with offices in Vancouver, Toronto, Edmonton, and Calgary.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Rachel Gertz: Ops & PM Consultant?

We had a lot of work but weren’t very profitable. We needed advice on how to run our agency.

SOLUTION

What was the scope of their involvement?

Rachel provided consulting and project management training. She conducted workshops to flush out the issues and pain points. There were documents and tools, but the main benefit was the advice from the workshops. All of them were customized to our agency.

What is the team composition?

We worked with Rachel.

How did you come to work with Rachel Gertz: Ops & PM Consultant?

Rachel is well known in the agency world and in Vancouver. I chose her over other options because she was highly recommended and easy to chat with.

What is the status of this engagement?

We worked together from January–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We saw improvements in our profit margin and client retention. Moreover, our confidence improved. Running a small business is difficult because you don’t know which problems are fixable and how. Some problems just exist. Rachel sorted out the ones we could fix and the ones we could leave alone.

How did Rachel Gertz: Ops & PM Consultant perform from a project management standpoint?

We mainly communicated through virtual meetings.

What did you find most impressive about them?

Her experience was impressive. She had worked with a hundred agencies like mine, so the recommendations came from a very knowledgeable place.

Are there any areas they could improve?

There was nothing they needed to improve.