Illustrative case studies

Harbor & Pine Dental

Engagement

Financial planning, Operations

Timeline

9 months

Team size

42 staff

The challenge and what we did

Illustrative example — fictional client and figures

A family dental group was fully booked but barely profitable. We rebuilt their pricing, moved hygiene recalls to automated reminders and reshaped the front-desk schedule.

Every change was tested with a small group first, then rolled out once the numbers held for four weeks.

Ferro Build Co.

Engagement

Brand & positioning, Digital marketing

Timeline

6 months

Team size

18 staff

The challenge and what we did

Illustrative example — fictional client and figures

A second-generation contractor was losing bids to larger firms. We sharpened their positioning around fixed-price renovations and rebuilt the quoting process from 9 days to 2.

Every change was tested with a small group first, then rolled out once the numbers held for four weeks.

Verde Kitchen

Engagement

Operations, Leadership & hiring

Timeline

5 months

Team size

35 staff

The challenge and what we did

Illustrative example — fictional client and figures

A popular restaurant wanted a second site without the owner working 90-hour weeks. We documented operations, hired a general manager and set up weekly dashboards.

Every change was tested with a small group first, then rolled out once the numbers held for four weeks.