Forum Health  ·  Case study

Saved hours a day, on a system her team can run

Tania was building by instinct. We gave her a framework, and she built two master agents with 10+ sub-agents across content, leads, outbound, and CRM. It saves her hours a day, and her team can run it.

Hours a daysaved, run solo on a lean team instead of hiring one
2 master agentscontent, and lead & CRM, shared with the team
10+ sub-agentsrunning under the two masters
Tania Millan

"This course put structure around things I'd been doing by feel. Grace's frameworks build on each other; every module sharpened the last, and she makes strategy and AI in marketing converge in a way that's practical. The live demos make it all click, and I left every session full of ideas."

Tania Millan  ·  Sr. Manager, Digital Experience & Strategy
About Forum Health

Tania Millan leads Digital Experience and Strategy at Forum Health. Her role spans strategy, content, messaging, branding, design, development, and SEO. She already did the work well, with AI as a multiplier across all of it.

The challenge

Strong work, built by feel

Tania was doing strong work by feel. The skill was there. The structure was not. Everything lived in scattered, individual workflows. Nothing she could organize, repeat, or hand to a team. It was never about the tools. It was about the architecture and the workflow underneath them.

"This course put structure around things I'd been doing by feel."

Tania Millan
What we did together

Framework first, then the agent, then the team

  1. 01

    Framework first

    The cohort gave Tania a clear way to organize strategy and build workflows. Architecture and frameworks first, tools second. She could apply it across many contexts.

  2. 02

    Build the two master agents

    She built two master agents in Claude, a content agent and a lead & CRM agent, each running its own sub-agents, ten or more in all. She started where her workflow already lived, then refined the parts around them.

  3. 03

    Make it shared

    She set up her growth and marketing agentic workflows in Claude, across content, leads, outbound, and CRM, then shared the repo with her team, so the AI output stays on brand and voice-aligned for everyone. An individual habit became a system her team can run.

"Grace's frameworks build on each other. Every module sharpened the last, and she makes strategy and AI in marketing converge in a way that's practical."

Tania Millan
The growth system

Two master agents her team can run

Tania built two master agents in Claude, a content agent and a lead and CRM agent, each running its own sub-agents, ten or more in all. It spans content, leads, outbound, and CRM, it stays on brand and voice-aligned, and the whole team can run it.

1

Framework

The operating layer first: a clear way to organize strategy and build workflows, so the agents amplify the decisions she already made instead of scaling guesswork.

2

Content agent

A content master agent with its own sub-agents drafts across her channels, on brand and in the Forum Health voice, so she never starts from a blank page.

3

Lead and CRM agent

A lead and CRM master agent enriches and scores the people the content attracts, drafts the outbound first touch, and keeps the pipeline clean and current.

4

Shared with the team

The whole repo is shared, so the output stays on brand and voice-aligned for everyone, not just her. An individual habit became a system the team runs.

Governance

Human gate

Tania stays the editor. She reviews for brand, voice, and judgment before anything ships. The taste stays human.

The rhythm it runs on
Every cyclesharpens the next
1

Monitor

what the workflows produced this week

2

Analyze

what landed, and what to sharpen

3

Plan

the next workflow to refine

4

Execute

build it, then share it with the team

The system compounds on a simple rhythm: watch what the workflows produce, keep what works, refine the next one, and share it. Each pass makes the team a little faster, and the frameworks stay hers to reuse on the next project.

The results

One operator became a system her team can run

Early

Two master agents built and running, a content agent and a lead & CRM agent, with 10+ sub-agents underneath. The logic clicked into a repeatable process.

Compounding

A workflow her team can run, on brand and voice-aligned across content, leads, outbound, and CRM. It saves her hours a day and lets her cover the work as a solo operator on a lean team, rather than hiring a full one.

Before
  • Strong work, built by feel, with no structure underneath it
  • Everything in scattered, individual workflows
  • Nothing she could organize, repeat, or hand to a team
After
  • Two master agents and 10+ sub-agents across content, leads, outbound, and CRM
  • A repeatable system, on brand and voice-aligned
  • Hours saved a day, and a workflow her whole team can run
What changed

Tania moved from doing good work by feel to running a structured system. It saves her hours a day, and it means one operator on a lean team can cover strategy, content, leads, outbound, and CRM, instead of hiring a full team. The value is not one project. It is a way of working that compounds.

Your turn

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