Next Level Now is a fully remote, 30-person CFO services firm that provides embedded finance teams to IT MSPs. They run on EOS internally — and they needed their clients running in the same system.
The problem was familiar: email threads, Excel trackers, Microsoft Planner, SharePoint, and a previous EOS tool that handled the basics but couldn’t stretch beyond them. Client work lived in one place, internal operations in another, and nothing talked to each other.
In this webinar, Sonja Pomerleau, COO and co-owner at Next Level Now, walks through how NLN consolidated everything into Strety: client delivery, onboarding, L10 meetings and client meeting agendas, scorecards, playbooks, training, performance reviews, and marketing. She covers what broke before, what the transition looked like, and how NLN enforces their guiding principle: “If it’s not in Strety, it doesn’t exist.” It’s a masterclass in
A few things that stood out:
NLN uses Strety projects as onboarding templates — not just for new clients, but for new employees too. Every client gets pulled into their own Strety team with shared Rocks, To-Dos, and Issues, so there’s never a question about what’s happening or who owns what. And their workflow maps cleanly from SOW to Rocks to weekly To-Dos, which means nothing falls through the gap between strategy and execution.
If you’re running a services business on EOS — or thinking about bringing clients into your operating rhythm — this is worth the 33 minutes.