Success can sometimes bring unexpected challenges. A highly effective marketing campaign generated an overwhelming number of leads, resulting in more calls than the existing team could manage.
In the first 90 days after implementation (180 Day Ramp)
The closing ratio increased by 25% on jobs sold.
$200,000+ in additional revenue for the Quarter.
A new revenue stream was discovered by creating an additional service that resulted in over $50,000+ profit, in the following quarter.
Profit margins increased by 7%
The closing ratio on jobs sold increased
Profit margins increased
Recognizing these operational bottlenecks, the company sought a scalable solution to handle increased demand while maintaining exceptional customer service. I was brought in to evaluate the team, streamline processes, and implement scalable systems to support business expansion.
A dedicated call center was established to handle lead intake efficiently, ensuring no opportunity was lost.
A project manager was brought in to oversee all active jobs, improving organization and execution.
A deep dive into current team capabilities revealed where additional hiring and training were necessary for long-term success.
A Customer Relationship Management (CRM) system was introduced to centralize lead tracking, client communication, and follow-ups.
Marketing channels were optimized to ensure leads were properly nurtured and converted.
A structured client journey was developed, ensuring each customer received consistent and measurable levels of exceptional service.
Each of these operated as separate entities with minimal visibility, distinct websites, and disconnected processes. Our role was to bring them together under one cohesive brand to the market with a unified strategy, allowing for seamless operations and an enhanced client experience.
Created more of a bundled advisory services packages designed to help their clients better overcome operational challenges and drive sustainable growth.
Developed Outsourced CFO Solutions as an all-in-one financial service provider,integrating tax preparation, bookkeeping, payroll, and HR consulting.
Consolidated multiple websites and developed a marketing strategy that clearly communicated the full-service capabilities to business owners.
Introduced business consulting, tax strategy, and financial planning as core offerings, catering specifically to small and mid-sized businesses.
Through in-depth client analysis, discovered that 65% of clients were business owners (3–50 employees, $500K–$15M in revenue) who were struggling with scalability, staffing, and operational efficiency because they just couldn’t find time to get the help they knew they needed.
Leveraged 25+ years of experience with two Fortune 100 companies to implement process improvements, efficiency strategies, and profit margin optimization.
