Past Projects

A Note About Our Work Product

The examples shared here are just a glimpse of the work we can do. While they reflect our capabilities and approach, every project is unique—just like your business. Let’s talk about your goals, and we’ll tailor our expertise to meet your needs.

Operational Support

Expansion Strategy Roadmap

Challenge: Sought a clear, strategic expansion plan. 

Solution: Developed a comprehensive strategy roadmap with milestones and timelines. 

Result: Precision execution of expansion plans, meeting growth targets.

Expansion Planning – systems and resources

Challenge: Required a scalable framework for a major expansion. 

Solution: Analyzed operations and developed a scalable systems framework to manage growth. 

Result: Seamless transition to larger-scale operations, enabling sustainable growth.

Expansion Calculator – costs and profits

Challenge: Needed to forecast financial impacts of expansion. 

Solution: Created a cost and profit calculator for scenario analysis. 

Result: Tool became essential for optimizing growth strategy and minimizing financial risks.

Annual Business Planning

Challenge: Needed a structured annual planning process. 

Solution: Delivered a comprehensive planning process with cross-functional collaboration. 

Result: Aligned teams and focused on actionable growth goals.

Product Battlecard

Challenge: Sales team needed help overcoming a competitor’s strong market presence. 

Solution: Created a 1-page, at a glance cheat sheet that differentiated their product’s unique advantages and provided strategic responses to common objections. 

Result: Empowered the sales team to improve customer engagement and conversion rates.

SWOT Actionable Strategies

Challenge: Software developer facing slow market adoption. 

Solution: Facilitated a SWOT session to strategically position a new product. 

Result: Formulated strategic initiatives that leveraged strengths and mitigated threats.

Regional Onboarding Process

Challenge: Transition from in-person to remote onboarding. 

Solution: Implemented a structured 30-60-90-day remote onboarding process with milestones and cadenced follow up schedule. 

Result: Significantly improved engagement and productivity among remote hires and partners, fostering a more connected and efficient virtual workplace.

Marketing Heat Map

Challenge: Struggle to gain greater insight into customer engagement to enhance marketing and drive sales. 

Solution: Developed a comprehensive Marketing Heat Map to strategically leverage customer interactions across multiple channels. 

Result: Boosted brand visibility and turned satisfied customers into powerful brand advocates.

Strategic Launch Plan

Previous Work from PRODUCTIVITY: See examples here

Challenge: Startup wanted to establish a channel partner program but lacked a clear framework for foundational planning. 

Solution: Created an aligned framework for launching a new channel partner program including early success metrics, ROI timelines, and structuring and tracking initial KPIs. 

Result: This actionable framework provided a foundational plan to launch a new partner program with both strategic and tactical elements for scalable growth and measurable outcomes.