Client Success

Case Studies & Client Success

Clients of all sizes and types have realized significant ongoing benefits from our work, ranging from more effective on-boarding to increases in new and recurring revenue, as well as:

  • Systematized, proactive sales management
  • Improved presentations and closing rates
  • More effective sales & business development processes
  • Enhanced client experience and loyalty

Many have also documented greater levels of team engagement and retention, while others have been able to improve the quality of meetings and internal communication. A few specific examples include the following case studies:

Industries Served
  • Accounting
  • Advertising
  • Ad Tech
  • Architecture
  • Assisted Living
  • Banking
  • Biotech
  • Broadcasting
  • Call Center
  • City/Municiple
  • Colleges
  • Construction
  • Consultants
  • Credit Unions
  • Distribution
  • Doc Control
  • Electronics
  • Family Office
  • Financial Advisors
  • Government
  • Graphic Design
  • Healthcare
  • Home Repair
  • IaaS
  • Insurance
  • IT/IT Staffing
  • Law Firms
  • Life Sciences
  • Managed Care
  • Manufacture
  • Medical Device
  • Metals
  • RF Microwave
  • Modular Space
  • Newspapers
  • Non-profits
  • Nursing Homes
  • Office Tech
  • Pharma
  • Printing
  • Prof Services
  • Radio
  • Real Estate
  • Records Mgt.
  • Rehab Centers
  • Retail
  • Restaurant
  • SaaS
  • Software Sales
  • Staffing
  • Technology
  • Telecom
  • Wealth Management