Tackling Churn and Unlocking Revenue Growth
Identified the root causes of customer churn and developed a targeted retention strategy that unlocked new revenue streams and improved customer lifetime value.
Strengthening Customer Success & Acquisition
Redesigned the customer success function and built a scalable acquisition playbook that aligned marketing, sales, and onboarding into a unified growth engine.
Construction Operations Optimization
Streamlined project management workflows, reduced overhead costs, and improved crew utilization, resulting in faster project delivery and healthier margins.
Financial & Business Strategy
Developed a comprehensive financial model and strategic roadmap to guide the company through a critical growth phase, including capital allocation and pricing optimization.
Financial & Strategic Consulting Services
Provided ongoing CFO-level advisory services to a growing mid-market company, including cash flow management, forecasting, and board-level reporting.
Team Alignment and Performance
Facilitated a leadership alignment process that clarified roles, resolved internal friction, and created a culture of accountability, improving team performance across the board.
A Roadmap to Profitability and Growth
Built a multi-year strategic plan that prioritized the highest-impact initiatives, eliminated low-ROI activities, and set the company on a clear path to profitability.
Crisis Management
Stepped in during a period of operational and financial distress to stabilize the business, protect key relationships, and create a recovery plan that preserved the company's future.
Financial Resilience and Strategic Planning
Helped a business owner build financial resilience through improved cash reserves, diversified revenue, and a strategic plan designed to weather market volatility.
Go-To-Market and Product Strategy
Defined a clear go-to-market strategy for a new product line, including positioning, pricing, and channel selection, resulting in a successful launch with strong early traction.
Optimizing Profitability and Operations
Conducted a full operational audit and identified $400K+ in annualized savings through process improvements, vendor renegotiations, and headcount optimization.
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