Results
Real outcomes from recent engagements. Company details anonymized pending client approval.
10x Pipeline Growth Across Three Product Lines
Challenge
A PE-backed behavioral health technology platform serving employers, ABA clinics, school districts, and managed care organizations had three distinct product lines with separate revenue engines, none of which were scaling efficiently. Pipeline was stagnant, sales cycles were long, and there was no unified growth architecture.
Approach
Audited all three product lines end-to-end. Rebuilt the demand capture strategy, restructured the sales handoff process, implemented cohort-level tracking, and automated content production and lead scoring workflows to accelerate pipeline velocity.
Result
Qualified pipeline grew 10x across all three product lines. Sales cycle shortened, and the team gained a unified dashboard to track revenue contribution by line.
20% Retention Rate Improvement for Global Brand
Challenge
A Unilever-owned, billion-dollar CPG brand and category leader needed to build a retention system that could compound growth at scale. They had strong acquisition but poor repeat purchase rates and no structured lifecycle program. The 2026 annual operating plan needed a complete overhaul.
Approach
Developed the full 2026 AOP. Redesigned the retention program from cohort analysis through lifecycle automation. Built predictive churn models and implemented targeted re-engagement campaigns across email, SMS, and subscription touchpoints.
Result
Retention rates improved by 20%. The brand now has a retention engine running across multiple channels with clear cohort tracking and ongoing optimization. Additional growth projects are underway.
40% Reduction in Customer Acquisition Cost
Challenge
A billion-dollar-valuation commercial construction technology platform backed by $250M+ in venture capital was scaling spend but seeing diminishing returns. CAC was creeping up quarter over quarter, attribution was unreliable, and the team was over-investing in low-efficiency channels.
Approach
Overhauled the acquisition architecture from the ground up. Systematized high-efficiency demand capture channels, implemented multi-touch attribution, and restructured paid spend allocation based on cohort-level revenue data rather than last-click metrics.
Result
Customer acquisition cost dropped by 40% while maintaining lead volume. The team now has measurement discipline to allocate capital with confidence and scale the channels that actually compound.
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