Hospitality
Aided by cutting-edge technology, this resort created a frictionless customer experience, streamlined operations, and won their industry’s most coveted award
Mortgage Lender
This national lender started with a blank slate, reimagined the application process, and made it easier for new borrowers to begin their customer journey online
Engineering
A boutique engineering firm created a vision around which they could unite and married it to a new employee development plan that solved their turnover problem
Publishing
A daily newspaper leveraged detailed revenue and expense data to strategically invest in customer retention and acquisition
Professional Services
A graphic design firm created a P&L for every customer, made strategic choices on people, pricing, and operations, and saved their firm
Software
This company, with both premise-based and cloud products changed their messaging, added new customers, and upsold current customers
Grower Shipper
I’ve worked with multiple grower shippers on a variety of initiatives including CSA, building customer-facing communication, and process improvements
Online Retail
I conducted a feasibility study for this national online retailer as they pondered their move into fresh food
Family Business
I coached this family business as they passed the torch from the second to the third generation of owners