Case Studies
Our track record of delivering measurable results for mid-market businesses.
Beyond the immediate margin recovery, we worked with the leadership team to implement a new daily operational dashboard that provided real-time visibility into route profitability. This allowed the operations team to proactively identify loss-making accounts and adjust capacity before the end of the month.
By the end of the engagement, the company not only recovered its historic margin profile but established a structural advantage over regional competitors, allowing them to confidently bid for larger national contracts.
We discovered that the sales team was spending 60% of their time chasing unqualified leads. By implementing a strict lead scoring system and restructuring the sales compensation plan to reward closed-won recurring revenue rather than sheer pipeline volume, the team became hyper-focused.
We also worked closely with the marketing team to ensure messaging was perfectly aligned with the new ICP. This alignment reduced the customer acquisition cost (CAC) by 40% while more than doubling the conversion rate from demo to close.
The core of the issue was a highly decentralised management structure where store managers were making independent purchasing decisions. We designed and deployed a new central command model that aggregated purchasing power.
Furthermore, we automated the reordering process for top-selling SKUs, which dramatically reduced out-of-stock incidents while simultaneously lowering the overall capital tied up in slow-moving inventory. The cost savings were directly reinvested into a store-refresh programme.
Family businesses present unique emotional and structural challenges. We acted as a neutral party to navigate complex familial dynamics, ensuring that business decisions were separated from personal relationships.
By establishing a formalised corporate governance structure, including an advisory board with independent directors, we created an environment where the incoming generation was supported, held accountable, and empowered to modernise the company's legacy systems without alienating the outgoing founders.