Case Studies
MARGIN + CONVERSION
Company: Residential service business
What was happening:
Revenue growing, but margins under pressure
Low conversion rates across the funnel
Misalignment between marketing and sales
What was broken:
No visibility into funnel performance
Weak pricing discipline
Disconnected teams across functions
What I did:
Aligned marketing → sales → operations
Implemented KPI tracking across the funnel
Improved pricing and cost structure
Results:
+10% gross margin improvement
+18.5% conversion rate increase
More predictable pipeline and revenue
DELIVERY & OPERATIONS
Company: Multi-location service business
What was happening:
Projects were taking too long to complete
Work was getting stuck between teams
Execution varied significantly across locations
What was broken:
No structured scheduling system
Workflows were inconsistent across teams
No visibility into performance or delays
What I did:
Standardized workflows across locations
Implemented KPI-based performance tracking
Built structured scheduling and planning systems
Results:
Project timelines reduced by 43%
Increased job throughput without adding headcount
More consistent and predictable delivery across locations
SCALING INFRASTRUCTURE
Company: Multi-state service platform
What was happening:
Rapid growth started putting pressure on execution
More decisions were being pulled back to the owner
Systems and teams weren’t scaling at the same pace as revenue
What was broken:
No clear 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 without owner dependency