Creating a Vision and a Plan for Success

Creating a Vision and a Plan for Success

STRATEGY FINANCIAL SERVICES FIRMCASE STUDYOUTCOMES 70+ Recommendations To Optimize Their Organization3 YR Roadmap And Change Management Plan To Transform The Business NEW Vision, Strategic Outcomes, And Goals Creating a Vision and a Plan for Success Problems This...

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Optimizing the Organization for Success

STRATEGY FINTECH FIRMCASE STUDYOUTCOMES NEW Organizational Structure That Improved Accountability NEW Operating Model To Fully Optimize The Professional Services Department   Optimizing the Organization for SuccessProblems Our client was struggling to grow its...

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Creating New Opportunities for Growth

STRATEGY FINTECH FIRMCASE STUDYOUTCOMES 22 New Opportunities 5 Opportunities Fully Vetted Through Qualitative And Quantitative Screening Tools   2 Business Plans To Successfully Enter The Market   Creating New Opportunities for Growth Problems Our client...

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Building a Sales Team to Accelerate Growth Noise

SALES TECHNOLOGY CONSULTING FIRMCASE STUDYOUTCOMES 12X Increase In Qualified Pipeline Leads 80% Reduction In The CEOs Time Dealing With Sales Related Activities   NEW   Compelling Sales Materials, Web Content And Proposals   Building a Sales Team to...

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Improving Sales Efficiency and Effectiveness

SALES FINANCIAL SERVICES FIRMCASE STUDYOUTCOMES 150+ Recommendations To Optimize Their Organizations 10 Efficiency And Effectiveness Levers Assessed And Scored   NEW  Plan And Roadmap To Optimize The Sales Organization   Improving Sales Efficiency and...

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Rising Above the Noise

MARKETING INVESTMENT MANAGEMENT FIRM CASE STUDYOUTCOMES NEW Shifted Business And Fund Strategy To Target Social Impact Investors NEW Value Proposition Articulating Their Social And Environmental Impact And Excellent Investment Returns   NEW  Content Developed For...

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Multi-Pronged Strategy for Accelerating Growth

MARKETING GOVERNMENT PROPOSAL CONSULTING FIRMCASE STUDYOUTCOMES 3X Revenue Increase Over Previous Year 25X Expected Closed Deals Referred By New Partners   50+ New Leads In The First Month Of Campaign   Multi-Pronged Strategy for Accelerating GrowthProblems...

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Creating Repeatable and Sustainable Growth

MARKETING MANAGEMENT CONSULTING FIRMCASE STUDYOUTCOMES 10X Revenue Increase Over Previous Year 7X Average Engagement Size Over Previous Year   6% Increase Inrepeat Business (85%)   Creating Repeatable and Sustainable Growth Problems Our client, a management...

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