01 / RevOps + Operations60 days to implementation
Omnichannel expansion
Read the full study ↗Context. A $4.5M regional specialty food producer was moving from direct delivery to 35 regional retail accounts and a supermarket chain. Orders lived in spreadsheets, fulfillment errors were common, and order to cash took 11 days.
What changed
- Centralized the B2B wholesale CRM pipeline.
- Automated order processing and invoice generation from purchase orders.
- Standardized packing, labeling, and delivery SOPs for supermarket intake.
2 daysorder to cash
+140%B2B order capacity
28 hrssaved each week
02 / Digital + AI transformation45 days to launch
Field service scalability
Context. An 11-location plumbing network with $3.8M in aggregate revenue was losing inbound demand during peak hours. Thirty-five percent of calls and texts went unanswered, while manual dispatch created territory overlap.
What changed
- Unified CRM architecture across all 11 partners.
- Added geo-fenced dispatch logic for instant technician assignment.
- Deployed an AI receptionist and SMS triage workflow.
0%missed inbound
$340krevenue recovered
< 1 mindispatch response
03 / Operations + Digital100 days to adoption
Production floor digitization
Context. A $7.5M modular construction facility had $950,000 trapped in excess inventory, recurring assembly delays, and weak follow-through on buyer inquiries.
What changed
- Tied reorder minimums to live production schedules.
- Digitized floor SOPs with tablet milestone tracking.
- Aligned CRM progress payments with production stages.
$420kworking capital unlocked
18%cycle time reduction
$95kannual carrying cost saved
04 / RevOps90 days to impact
Pipeline hygiene
Context. A $3.2M ARR B2B software company faced flat growth, inconsistent lead handoffs, and 38% deal slippage. Quote creation took eight business days.
What changed
- Rebuilt pipeline stages with validation and exit criteria.
- Standardized quote templates and discount limits.
- Automated lead routing by segment, size, and rep availability.
< 2 hrsquote delivery
65%quota attainment
$210kpipeline recovered
05 / Digital + AI transformation75 days to rollout
Clinic intake and scheduling
Context. A six-clinic healthcare and wellness network had a 24% no-show rate and an estimated $160,000 in lost provider capacity.
What changed
- Added AI conversational booking for after-hours and overflow calls.
- Built two-way SMS reminders with waitlist backfill.
- Standardized pre-arrival intake through mobile forms.
8%no-show rate
$185kcapacity recovered
86%room utilization
06 / Operations + P&L90 days to recovery
Trade margin controls
Context. An $8.5M commercial mechanical subcontractor saw gross margin fall from 16% to 7% through untracked overtime, loose material ordering, and unbilled scope changes.
What changed
- Added daily labor tracking with threshold alerts.
- Built mobile change-order sign-off before extra work.
- Renegotiated core consumable pricing with suppliers.
14.2%gross margin restored
$175kchange orders captured
29%less non-essential overtime
07 / Strategic advisory12 months to EBITDA result
Logistics restructuring
Context. An $11M regional warehousing and transport operator had overlapping management roles, inconsistent handling rates, and 56-day DSO across two hubs.
What changed
- Removed redundant administrative handoffs.
- Reworked warehouse space and pick-and-pack standards.
- Triggered digital invoices from electronic proof of delivery.
$310kEBITDA improvement
34 daysDSO, down from 56
19%more volume per labor hour
08 / Operations + P&L90 days to target utilization
Equipment fleet recovery
Read the full study ↗Context. A $4.8M construction and industrial rental business had 48% fleet utilization, slow maintenance turnaround, and $180,000 in unrecovered damage and fuel charges.
What changed
- Introduced mobile check-in and check-out inspections.
- Triggered maintenance scheduling when equipment went off-rent.
- Restructured rental rate cards and minimum durations.
67%fleet utilization
$72kcharges recovered
$195kannualized EBITDA added
09 / RevOps75 days to revenue capture
MSP renewals
Context. A $2.9M managed service provider had 18% churn, inconsistent fixed-fee scope, and no automated renewal pipeline.
What changed
- Connected PSA and CRM data to track scope thresholds.
- Added 90, 60, and 30-day renewal alerts.
- Reconciled recurring billing to capture license growth.
7%churn, down from 18%
$84kannualized work captured
14%higher account value
10 / Digital + AI transformation60 days to stabilize
Storm lead triage
Context. A $6.2M roofing and HVAC contractor struggled to convert demand during storm surges. Forty percent of inquiries dropped after 5 PM and estimates took three days.
What changed
- Deployed a 24/7 conversational AI text and voice assistant.
- Connected intake to estimator calendars with route density logic.
- Built a three-stage SMS follow-up for open estimates.
30 seclead response time
36%signed-job close rate
$260kincremental revenue
11 / Operations + P&L90 days to verify reduction
Fabrication scrap reduction
Context. A $5.1M architectural metal fabrication shop had a 16% scrap rate, high rework labor, and margin compressed to 4.5%.
What changed
- Required CAD nesting approval before raw sheet cutouts.
- Added workstation scrap logs and daily threshold boards.
- Rebuilt stock rules to prevent off-cut hoarding.
6.5%scrap rate
$115kannual material savings
31%less rework labor
12 / Strategic advisoryBefore tax season
Partner transition model
Context. A $3.6M regional accounting and tax firm was preparing for partner transition while paper intake, inconsistent rates, and peak-season bottlenecks delayed client work.
What changed
- Standardized billing realization and removed unprofitable fixed fees.
- Deployed digital document collection with reminders.
- Shifted compliance work away from senior partner hours.
320 hrspartner capacity recovered
$68kcontractor cost removed
$145kfirst-year EBITDA lift
