The case files

Client stories, with the working shown

14 engagements. Each one states the situation before, the specific changes made in order, the measured result, and one thing that went wrong. Anonymised at the client's request; every figure is theirs.

Showing 14 stories

SaaSCASE 01

$1.0M to $5.2M ARR, churn down 42%

SaaS Founder · 14 people · 12 months

Stuck at $1M ARR for seven quarters, with logo churn running near 3% a month.

Robert didn't tell us to raise prices. He made us watch twenty renewal calls until we admitted we were charging for the wrong thing.
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Marketing AgencyCASE 02

On-time delivery 98%, team retention up 60%

Agency Owner · 22 people · 90 days

A full order book, a burnt-out delivery team and roughly a third of projects shipping late.

I took a two-week holiday in month four and nothing caught fire. That had never happened in nine years.
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EcommerceCASE 03

Repeat purchase rate up 110%, LTV 2.3x

Ecommerce Brand · 9 people · 6 months

Paid acquisition costs climbing every quarter, with only 14% of customers ever placing a second order.

We spent two months not chasing new customers. It was the most uncomfortable and most profitable decision we've made.
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ConsultingCASE 04

Average project value £3k to £18k

Independent Consultant · Solo · 4 months

Positioned as a generalist, competing on price, averaging £3k projects with long sales cycles.

Saying no to eighty percent of enquiries felt like career suicide for about six weeks. Then the right people started arriving pre-sold.
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Tech StartupCASE 05

$1.5M seed round closed

Startup Founder · 6 people · 5 months

Thirty-one investor conversations, no term sheet, and no consistent explanation of what the company did.

The deck barely changed. What changed was that all three of us finally told the same story in the same order.
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ManufacturingCASE 06

Clean transition, output up 30%

Family Business · 48 people · 8 months

A founder ready to step back at 71, two siblings disagreeing on direction, and almost nothing written down.

Twenty years of knowing how everything worked, and none of it was anywhere but in Dad's head. Writing it down was the inheritance.
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CoachingCASE 07

£22k recurring monthly revenue

Business Coach · Solo plus VA · 90 days

Fully booked at 28 one-to-one hours a week, with income capped and no way to take a week off.

Same expertise, same clients, half the hours. I just stopped selling time and started selling the outcome I was already delivering.
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Real EstateCASE 08

3x appointments, 2x closings

Real Estate Team · 7 agents · 6 months

Lead flow that swung wildly month to month, with follow-up stopping after the second attempt.

Ninety minutes, doors closed, phones on. It's the least clever thing we've ever done and it doubled the business.
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NonprofitCASE 09

Donor retention 81%, donations up 45%

Nonprofit Director · 16 staff · 10 months

Sixty percent of donors lapsed within a year, forcing an expensive acquisition treadmill every spring.

We had been asking four times a year and thanking once. Reversing that ratio changed everything.
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Career TransitionCASE 10

Launched in 60 days, salary replaced by month four

Corporate Executive · Solo · 4 months

Eighteen years into a six-figure corporate career, wanting out, and paralysed by the downside.

Once the worst case was written down with a number next to it, it turned out to be survivable. The fear had been doing all the maths.
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Professional ServicesCASE 11

Debtor days 74 to 29, cash buffer built to 11 weeks

Managing Partner · 31 people · 7 months

A profitable firm on paper with 74 days of debtor days and two months where payroll was genuinely in doubt.

We were the most profitable we'd ever been in the month we nearly couldn't pay everyone. Nobody teaches you that those two things live in different places.
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HospitalityCASE 12

Net margin 4% to 12.5% on flat revenue

Multi-Site Operator · 3 sites, 62 staff · 9 months

Turnover growing across three sites while net margin fell from 11% to 4% in two years.

We'd added two sites and lost the plot on the one thing that mattered. Turnover was a vanity number and we'd been celebrating it.
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ConstructionCASE 14

Gross margin 9% to 21%, zero loss-making jobs since

Owner-Operator · 27 people · 11 months

Winning plenty of work at prices that turned out to be wrong, with four of the last nine projects finishing below cost.

We were the cheapest for a reason and the reason was we were wrong. Finding out exactly how wrong was the whole job.
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