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Company profile

Once Upon A Business

Consulting

About the company

Once Upon A Business is the only consulting company for small to medium sized businesses that delivers enterprise grade advisory on finding the work (marketing), getting the work (sales systems), and doing the work (operational automation).

Career progression

Positions at this company

2 positions

August 2019 to April 2023
Full-Time

Founded Once Upon A Business

Founder - Lead Strategist & Implementation Consultant

Built a full-time marketing, operations, and implementation consultancy serving a wide range of clients.

August 2025
On-Call

Relaunched Once Upon A Business

Founder & Lead Implementation Consultant

Returned to the consultancy in a new on-call period focused on strategy and hands-on implementation.

Client relationships

Clients connected through this company

50 clients

MA
Mortgage AllianceDirect client · 1 project
AW
Andrea Westerlund CreativeDirect client · 0 projects
TB
The Better Broker - Steve BenmerguiClient · 2 projects
HK
Hélder KialaDirect client · 0 projects
Anne AmandaDirect client · 2 projects
CD
Cheri DragulDirect client · 1 project
CG
CCTV GroupDirect client · 1 project
The Fox Team - Alexandra CoteDirect client · 1 project
CA
Carrie AddelsteinDirect client · 1 project
Fuse Marketing - Barbara CarrDirect client · 1 project
B
BasisDirect client · 1 project
FO
Families of CharacterDirect client · 0 projects
RB
Ricardo ButaDirect client · 0 projects
Mauro FranciscoDirect client · 5 projects
HT
How To ProjectClient · 1 project
Laredo LawDirect client · 2 projects
Lumminate CommunicationsDirect client · 1 project
KaeRae MarketingDirect client · 3 projects
MS
Michael SegalDirect client · 1 project
Bee Video ProductionsDirect client · 2 projects
ZN
ZAIO NYCClient · 1 project
Lori Pedersen Home Staging & DesignDirect client · 2 projects
IO
Inside Out BizDirect client · 1 project
QQ
Q4 QuestDirect client · 1 project
SM
Shift Management Inc.Direct client · 1 project
Canadian Parks And Wilderness Society Manitoba ChapterDirect client · 1 project
EP
Empower Potential CoachingDirect client · 1 project
CL
Creators LegalDirect client · 1 project
Measured Growth CPADirect client · 1 project
JM
Jacob ManishevitzDirect client · 1 project
liveinregentpark.comDirect client · 0 projects
BNI - Lunch Network For Success ChapterDirect client · 1 project
PsymoodDirect client · 1 project
Malleable JewellersDirect client · 1 project
Looking Glass Group LtdDirect client · 1 project
True MTNDirect client · 1 project
Flower HireWhite-labeled client · 1 project
Trash & StashDirect client · 1 project
MB Digital CommunicationsDirect client · 1 project
PP
Peak Performance ConsultingDirect client · 1 project
Maurine XavierDirect client · 1 project
Edwards Mediation AcademyDirect client · 2 projects
HomeCooked RealtyDirect client · 2 projects
Koii NetworkDirect client · 1 project
Full Circle StaffingDirect client · 1 project
MVP FirstDirect client · 2 projects
Agency5Direct client · 2 projects
TD
Titan Dumpster RentalClient · 3 projects
S
SlabworksClient · 1 project
ToemarSubcontracted client · 1 project

Connected work

Projects at this company

71 projects

Once Upon A Business

Mass Client Website Migration

Web Development

Oct 2026 to Oct 2026

Slabworks

Brand Development & Website

Graphic DesignBrand DevelopmentWeb Design

Jun 2026

Once Upon A Business

Proposal, Pitch Deck, & Portfolio Design & Development

Process Optimization & AutomationProposal & Deck DesignGraphic Design

Nov 2025 to Jan 2026

Once Upon A Business

Outbound B2B Email & LinkedIn Partnership Campaigns

Deal Closing & NegotiationSales Presentations & PitchingEmail/Phone Infrastructure

Sep 2025 to Feb 2026

Titan Dumpster Rental

Website Design & Development

Graphic DesignAccount ManagementWeb Design

Aug 2025 to Aug 2025

Once Upon A Business

Website Rebuild

Graphic DesignWeb DesignWeb Development

Jul 2025 to Aug 2025

Titan Dumpster Rental

Business Infrastructure & Advisory

Process Optimization & AutomationBusiness Advisory

May 2025 to May 2025

Titan Dumpster Rental

Brand Development

Account ManagementBrand DevelopmentGraphic Design

May 2025 to May 2025

MVP First

Podcast Strategy & Social Media Management

Marketing/Content StrategyAccount ManagementWebinar System Implementation

Jun 2024 to Jun 2024

Agency5

Real Estate SEO Pitch Advisory & Design

Proposal & Deck DesignGraphic Design

May 2024 to May 2024

MVP First

Rebrand

Brand DevelopmentGraphic DesignAccount Management

Apr 2024 to Aug 2024

Full Circle Staffing

Brand Development & Website Development

Web DevelopmentBrand DevelopmentWeb Design

Apr 2024 to May 2024

Koii Network

Project Management Implementation & Process Automation

Project Management System ImplementationProcess Optimization & AutomationAccount Management

Sep 2023 to Oct 2023

KaeRae Marketing

Lead Management & CRM Automation

Process Optimization & AutomationAccount Management

Jun 2023 to Nov 2023

Edwards Mediation Academy

Inbound Lead Chatbot Development & Implementation

Chatbot Design & DevelopmentAccount Management

Jan 2023 to Feb 2023

HomeCooked Realty

Rebrand

Brand DevelopmentGraphic DesignAccount Management

Jan 2023 to Jan 2023

HomeCooked Realty

Social Media Strategy & Management

Social Media ManagementGraphic DesignAccount Management

Dec 2022 to Feb 2023

Toemar

Social Media Strategy & Management

Social Media ManagementGraphic DesignAccount Management

Nov 2022 to Jan 2025

Malleable Jewellers

Freshworks CRM System Implementation

CRM ImplementationE-CommerceProcess Optimization & Automation

Nov 2022 to Apr 2023

Edwards Mediation Academy

Mailchimp Support & Implementation

Email Marketing System ImplementationProcess Optimization & AutomationAccount Management

Oct 2022 to Apr 2023

Once Upon A Business

Magic Mirror Reports Product Marketing

Product Development/ManagementSales Presentations & PitchingData Visualization & Reporting

Sep 2022 to Mar 2023

Agency5

Custom Website Iconography

Project ManagementAccount Management

Jul 2022 to Aug 2022

Basis

Project Management & Ticketing System Assessment

Business AdvisoryProject Management System Implementation

Jul 2022 to Jul 2022

Maurine Xavier

ClickUp Project Management System Implementation

Project Management System ImplementationChange ManagementAccount Management

Apr 2022 to May 2022

Once Upon A Business

Rebrand From RAIJU Digital To Once Upon A Business

Brand DevelopmentGraphic DesignTeam Leadership & People Management

Mar 2022 to May 2022

Peak Performance Consulting

Fable CRM System Implementation

CRM ImplementationAccount Management

Feb 2022 to May 2022

MB Digital Communications

Reporting Dashboard Design & Hosting

Data Visualization & ReportingAccount Management

Feb 2022 to Aug 2022

Trash & Stash

Fable CRM System Implementation

CRM ImplementationAccount Management

Feb 2022 to Sep 2022

Flower Hire

HubSpot CRM Assessment & Implementation Strategy

CRM ImplementationProcess Optimization & AutomationProcess Documentation

Jan 2022 to Apr 2022

True MTN

Outbound B2B Email & LinkedIn Lead Gen

B2B Lead GenerationEmail/Phone InfrastructureAccount Management

Dec 2021 to May 2022

Once Upon A Business

Fable CRM Product Marketing

Product Development/ManagementSales Presentations & PitchingOutbound Sales

Dec 2021 to Mar 2022

Bee Video Productions

B2B Lead List Building & CRM Data Cleanup

B2B Lead GenerationCRM ImplementationAccount Management

Nov 2021 to Jan 2022

Looking Glass Group Ltd

ClickUp Project Management System Implementation

Project Management System Implementation

Nov 2021 to Dec 2021

Psymood

Outbound Email & LinkedIn Lead Generation

B2B Lead GenerationEmail/Phone InfrastructureAccount Management

Nov 2021 to May 2022

Jacob Manishevitz

Email List Building

B2B Lead GenerationEmail/Phone Infrastructure

Oct 2021

Measured Growth CPA

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Oct 2021 to Nov 2021

Creators Legal

Landing Page Design & Development

Project ManagementAccount Management

Oct 2021 to Dec 2021

Empower Potential Coaching

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Sep 2021 to Oct 2021

KaeRae Marketing

Copper & GHL CRM System Implementation

CRM ImplementationProcess Optimization & AutomationAccount Management

Sep 2021 to Feb 2022

Canadian Parks And Wilderness Society Manitoba Chapter

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationAccount Management

Aug 2021 to Nov 2021

Shift Management Inc.

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Aug 2021 to Aug 2021

Q4 Quest

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & Automation

Aug 2021 to Oct 2021

Inside Out Biz

Operations Assessment

Business AdvisoryProcess Optimization & Automation

Jun 2021 to Aug 2021

Lori Pedersen Home Staging & Design

Proposal Design, Project Management & CRM Implementation

CRM ImplementationProject Management System ImplementationProcess Optimization & Automation

May 2021 to Oct 2021

Lori Pedersen Home Staging & Design

Operations Assessment

Business AdvisoryProcess Optimization & Automation

May 2021 to May 2021

Laredo Law

Chatbot Maintenance & Ongoing Support

Chatbot Design & DevelopmentAccount Management

May 2021 to Jun 2022

ZAIO NYC

Facebook Ads Management

E-CommercePaid Social (Meta/Facebook Ads)Graphic Design

Apr 2021 to Jul 2021

Michael Segal

Outbound LinkedIn Lead Generation

B2B Lead GenerationEmail/Phone Infrastructure

Mar 2021 to Apr 2021

KaeRae Marketing

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationProcess Documentation

Mar 2021 to Jul 2021

Bee Video Productions

Outbound B2B Email & LinkedIn Lead Generation

B2B Lead GenerationEmail/Phone InfrastructureAccount Management

Mar 2021 to May 2021

Lumminate Communications

ClickUp Project Management System Implementation

Project Management System ImplementationProcess Optimization & AutomationChange Management

Feb 2021 to Apr 2021

Laredo Law

Inbound Lead FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentAccount Management

Jan 2021 to Apr 2021

BNI - Lunch Network For Success Chapter

Social Media Management

Graphic DesignSocial Media Management

Jan 2021 to Sep 2021

How To Project

Customer Journey Strategy & Simulation

Customer Journey DesignMarketing/Content StrategyAccount Management

Jan 2021 to Jan 2021

Fuse Marketing - Barbara Carr

Inbound Lead FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Nov 2020 to Dec 2020

Carrie Addelstein

Automated Facebook Messenger Campaign

Outbound SalesProcess Optimization & AutomationAccount Management

Nov 2020 to Dec 2020

The Fox Team - Alexandra Cote

Inbound Lead FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Nov 2020 to Mar 2021

CCTV Group

Security FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Nov 2020 to Dec 2020

Cheri Dragul

Webinar System Implementation

Webinar System ImplementationAccount Management

Aug 2020 to Aug 2020

Mauro Francisco

Restaurant Delivery FB Messenger Chatbot

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Jun 2020 to Jul 2020

Once Upon A Business

Rebrand From Kasai Marketing To RAIJU Digital

Brand DevelopmentProposal & Deck DesignWeb Development

Apr 2020 to May 2020

Mauro Francisco

Insurance FB Messenger Chatbot

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Mar 2020 to Mar 2020

Mauro Francisco

Fitness Accountability FB Messenger Chatbot Demo

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Mar 2020 to Mar 2020

Mauro Francisco

Government Incident Report FB Messenger Chatbot Demo

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Mar 2020 to Mar 2020

Mauro Francisco

Covid-19 Awareness FB Messenger Chatbot

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Mar 2020 to Jun 2020

Once Upon A Business

Custom AI Assistant

Chatbot Design & DevelopmentAI Training/Evaluation/ImplementationAccount Management

Mar 2020 to Jun 2020

Anne Amanda

Beauty Salon FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Mar 2020 to Mar 2020

Anne Amanda

Mortgage Broker FB Messenger Chatbot Design & Implementation

Chatbot Design & DevelopmentMarketing/Content StrategyAccount Management

Feb 2020 to Mar 2020

The Better Broker - Steve Benmergui

Mortgage Broker FB Messenger Chatbot Design & Implementation

Account ManagementChatbot Design & Development

Dec 2019 to Dec 2019

The Better Broker - Steve Benmergui

Facebook Ads & SMS Campaign

Customer Journey DesignEmail/Phone InfrastructureVideo Editing

Sep 2019 to Nov 2019

Mortgage Alliance

Mortgage FB Messager Campaign

Graphic DesignVideo EditingPaid Social (Meta/Facebook Ads)

Sep 2019 to Dec 2019

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