Real Results. Real Companies.
See how we've helped growth-stage B2B companies systematize broken processes and achieve measurable results.
Sheren Plumbing & Heating
Process Gap: Quoting/Pricing Process Gap
The Challenge
Custom quotes were taking 2-3 weeks to generate. The sales team was drowning in manual work, losing deals to faster competitors, and inconsistent pricing was eroding margins on every job.
Quick Wins (Weeks 1-3)
- Created quote templates for top 5 product types
- Implemented pricing floor rules
- Quote generation reduced 60% for common jobs
- $12K margin protected in first 3 weeks
Full Solution
- Systematized complete quoting process
- Built pricing rules engine
- Automated documentation
- Trained entire team on new processes
Efficiency Improvement
Revenue Growth
Margin Improvement
More Volume Capacity
AriZona Beverages (Territory)
Process Gap: Customer Segmentation/Targeting Process Gap
The Challenge
Retailers were receiving wrong product mixes,high-margin products going to wrong stores, low-margin products clogging valuable shelf space. High markdowns, inconsistent margins, and customer dissatisfaction.
Quick Wins (Weeks 1-3)
- Completed customer profitability analysis
- Created ideal customer profile checklist
- Team identified top 20% of customers
- Avoided 3 bad deals (~$8K saved)
Full Solution
- Segmented retail customers by store type and profile
- Created targeted product mixes per segment
- Trained team on systematic targeting
- Implemented ongoing performance tracking
Territory Growth
In 18 Months
Margin Improved Every Account
Silver Creek
Process Gap: Sales/Distribution Process Gap
The Challenge
New product launch with no distribution. Founder trying to build distribution one by one,not scalable. No repeatable process for approaching and closing distributors.
Quick Wins (Weeks 1-3)
- Documented founder's distribution sales approach
- Created sales process checklist
- New sales rep trained
- First distributor deal closed in Week 3 (30% faster ramp)
Full Solution
- Documented repeatable distribution sales process
- Deployed process tools and templates
- Trained full team on systematic approach
- Founder able to focus on other priorities
Sales Growth
Months to Results
Distribution Scaled Systematically
Northern Michigan Real Estate Brokerage
Case study in progress, results expected April 2026.
AI speed-to-lead automation ensures every buyer and seller inquiry receives a response in under 8 minutes, 24/7.
Database reactivation campaign re-engaged contacts that had been dormant for 12–36 months in the brokerage CRM.
AI MLS description generation reduced time spent on listing content from 45–60 minutes per property to under 10 minutes.
"The speed-to-lead system alone changed how we compete. We're responding to every inquiry before our competitors even see the notification."
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