Selected Engagements

The results below are not projections. They are outcomes from engagements where the full system was built and operated by our team.

Identifying details have been changed to protect client confidentiality.

$2.8M → $9.6M
Engagement 01 Professional Services

The Situation

A professional services business generating $2.8M annually with strong inbound demand and no structured process to convert it. The business had grown to this level on founder relationships and referrals. The model had plateaued. The owner knew more revenue was available but had no infrastructure to capture it. Every potential engagement was handled differently. There was no defined intake, no conversion process, and no way to measure where opportunities were being lost.

What We Built

Audit Mapped every active channel, referral source, and inbound touchpoint. Identified that 60% of inbound inquiries were not being followed up within 48 hours. No intake process existed beyond an initial call.
Acquisition Rebuilt the referral infrastructure. Created a structured outbound process targeting three specific verticals where the business had existing case history. Established tracking across all channels for the first time.
Conversion Designed and installed a six-step intake and conversion process. Defined the qualification criteria, structured the proposal process, and built the follow-up sequence. Trained the team and managed the process directly from day one.
Control Built a weekly reporting layer. Revenue pipeline visibility for the first time. Management cadence established and run by our team.

Result

Revenue moved from $2.8M to $9.6M over 14 months. Close rate on qualified opportunities increased from an estimated 28% to 61%. Pipeline visibility went from zero to full.

$4.1M → $13.2M
Engagement 02 B2B Services

The Situation

A B2B services business at $4.1M with four separate revenue channels that had been built independently over six years. Each channel had its own process, its own team, and its own reporting. There was no unified revenue function. The business could not identify which channels were performing, which were declining, or why. Growth had stalled for 18 months. The founder had hired two sales managers in the prior three years. Neither had moved the number.

What We Built

Audit Full mapping of all four channels. Identified that two channels were generating 84% of revenue with 40% of the headcount. The other two were consuming resources without proportional output. No shared infrastructure existed.
Acquisition Consolidated the two underperforming channels into a unified outbound function. Restructured the team around the two high-performing channels. Built shared acquisition infrastructure for the first time across the business.
Conversion Rebuilt the proposal and close process across all channels with a unified framework. Removed the individual variation that had made performance unpredictable. Installed a structured follow-up and nurture sequence.
Control Built a single revenue dashboard pulling from all channels. Weekly management cadence run by our team. Accountability structure established at the individual and channel level.

Result

Revenue moved from $4.1M to $13.2M over 19 months. The two consolidated channels now generate 31% of total revenue, up from 16%. Overall close rate normalized at 54% across all channels.

If your business is past seven figures and you recognize the patterns described above, the first step is a conversation.

See if You Qualify