Case Studies

MARGIN + CONVERSION

Company: Founder-led growth-stage business

What was happening:

  • Revenue was growing, but margins were under pressure

  • Low conversion rates across the sales funnel

  • Misalignment between marketing, sales and operations

What was broken:

  • Limited visibility into funnel performance

  • Weak pricing discipline

  • Disconnected execution across teams

What I did:

  • Aligned marketing → sales → operations

  • Implemented KPI tracking across the funnel

  • Improved pricing discipline and operational efficiency

Results:

  • +10% gross margin improvement

  • +18.5% conversion rate increase

  • Improved revenue predictability and operational visibility

DELIVERY & OPERATIONS

Company: Growth-stage operating business

What was happening:

  • Execution varied significantly across locations

  • Delays were increasing between departments

  • Delivery timelines were becoming increasingly difficult to manage

What was broken:

  • No structured scheduling or coordination systems

  • Inconsistent workflows between teams

  • Limited visibility into operational performance

What I did:

  • Standardized workflows across locations

  • Implemented KPI-based performance tracking

  • Built structured scheduling and operational planning systems

Results:

  • Delivery timelines reduced by 43%

  • Increased operational throughput without adding headcount

  • Consistent and predictable execution across locations

SCALING INFRASTRUCTURE

Company: Multi-location operating platform

What was happening:

  • Rapid growth started putting pressure on execution

  • More decisions were flowing back to the owner

  • Systems and teams weren’t scaling at the same pace as revenue

What was broken:

  • No clear operating structure across sales, operations, and delivery

  • Limited visibility into performance across locations

  • Execution varied significantly between markets

What I did:

  • Built KPI architecture across all departments

  • Standardized execution systems across locations

  • Aligned sales, operations, and delivery into one operating model

Results:

  • Scaled from ~$13M → ~$102.5M

  • Maintained ~55% gross margins during growth

  • Standardized execution across 6 markets

  • Built a structure that allowed the business to scale with less owner dependency

If you’re experiencing similar operational strains, we can walk through what’s causing it — and what it would take to fix it.