This Case Study is Just for Testing Only
+ Regional Independent | Full-Service Agency
+ Stakeholders: Ownership Team (Executive Management) and Frontline Functional Leaders
+ Critical Juncture: The agency was stuck at the same size for years, with low profitability preventing reinvestment and blocking growth
Return on Investment:
A 12x return through combined profitability gains, operational efficiency, and accelerated revenue growth.
How a Regional Agency Ignited Growth and Boosted Profit Margins
A regional agency had been stuck at the same size for 3–5 years and couldn’t scale. Profitability was too low to reinvest in growth, teams were overstaffed, managers lacked business acumen, and the agency had no clear strategy to move upmarket. Previous internal attempts failed to create meaningful change.
We conducted a full operational audit and streamlined organizational design, systems, and processes. We rebuilt their growth engine—improving sales cycles, win rates, and deal size—while providing fractional COO, CFO, and Chief Growth Officer support to strengthen leadership capability.
By simultaneously increasing profitability and building a scalable growth model, the agency reduced overhead by 10%, upskilled department leaders, and unlocked significant top- and bottom-line gains—positioning the business for sustained, scalable success.
Impact at a Glance
+ 20% Profitability: Achieved without sacrificing top-line growth
+ 20-25% Revenue Growth: Top-line revenue increase
+ 200% Pipeline Increase: Growth from existing customers
+ 15% Retention Lift: Improved account stability
+ 10% Overhead Reduction: Streamlined operations
+ Leadership Transformation: Managers upskilled into growth-oriented leaders
