We have enjoyed partnering with a variety of companies, organizations and non-profits and appreciate the trust they have extended to us to help them solve all sorts of strategy-related business challenges. Every client’s needs, challenges, goals and outcomes are different. Below are a few of our case studies in strategy to give you some insight into how we might work together to help you win as well.
Business to Consumer | Healthcare/Patient Services
The Brief: A leading clinical healthcare company wanted to secure outside funding to develop and beta test software to dramatically improve patient care. We developed a unique market penetration approach and outlined a path to winning. With funding in place, the thrilled CEO started the prototype phase.
Scope of Work:
• Extensive competitive data and market landscaping
• Specialized market intelligence
• Financial forecasting
• New production introduction strategy
Business to Business | Product Manufacturing & Merchandising
The Brief: A leading privately-held producer and distributor of branded merchandise went head-to-head against a brand product industry giant to win a seven-figure, vendor agreement. Fueled by imagination, we developed a concept that satisfied the diverse and conflicted vantage points of the decision influencers. The result—a signed, multi-year contract and an across the board win.
Scope of Work:
• Competitive research
• Psychographic analysis
• Pricing matrices
• Visual storyboarding
Business to Consumer | Franchise/Consumer Services
The Brief: A franchise owner opened another location and was advised by corporate that it would take two years to break-even. Our roll-out strategy and subsequent longevity plan helped the new location come within twenty percent of break-even within the first eights months of opening. A delighted franchise owner was approached by corporate for a copy of the winning strategy that was used.
Scope of Work:
• Comprehensive hyper-local strategy
• Consumer behavior intelligence
• Pricing models
• Topography and traffic pattern reporting
Business to Business | Human Resources/Employment Services
The Brief: A growing employment screening provider kept being outbid on RFPs by enterprise-size providers that used lost leader pricing to win bids. We crafted a unique value proposition coupled with exclusive packaged pricing incentives that helped the company score the first of several national contracts without eroding their profitability.
Scope of Work:
• Competitive intelligence and industry data
• Sales proposal response strategy
• USP development and market testing
• Tiered pricing models
Business to Business | Compliance/Risk Management
The Brief: A well-respected industry expert had thirty years of niche industry know-how in a jumbled pile of notes and musings. We assembled and transformed that know-how into a profitable, comprehensive, web-based series that has become the industry standard for onboarding new hires within that niche.
Scope of Work:
• Industry-specific compliance analysis
• Industry-specific education guidelines
• Derivative works research and analysis
• Development of proprietary works
Non-profit | Health & Human Services – Local
The Brief: With so many charitable organizations competing for funding, a local non-profit struggled to get recognition even though it had a clear market differentiator. Over a year-long initiative, we helped them go from unknown to unforgettable and boosted their annual funding by thirty percent.
Scope of Work:
• Integrated tactical marketing plan
• Specialized market intelligence
• Public relations blitz methods
• Local positioning strategy
Business to Consumer | Franchise/Food & Beverage
The Brief: A private investor wanted to acquire a struggling restaurant and hoped to see profitability within two years. Our analysis uncovered internal unforeseen challenges and significant external threats that would have cost the investor an initial $85K+ plus monthly carrying costs if the deal were done.
Scope of Work:
• Topography and traffic pattern reporting
• Specialized local market intelligence
• Financial forecasting
• Customer experience analysis
Non-profit | Business Member Services – National
The Brief: A year after year double digit decline in membership had a national business organization concerned about growth. We leveraged our proprietary “3Cs” model to help them enjoy an eighteen percent spike in new membership and an eighty-four percent retention rate.
Scope of Work:
• Revamped value proposition strategy
• Engagement and retention standards
• Financial forecasting and benchmarking
• Functional strategic plan