Client Case Studies
We are honored to earn our seat as a trusted leader and advisor to clients across industries and around the globe.
Client Success Story: FASCO
Industry: Education Leadership & Organizational Development
Business model: B2B (School Districts, Superintendents, Educational Leaders)
Headquarters: United States (multi-state delivery)
Key initiatives: Launch a new category, formalize go-to-market strategy, integrate an operator to align vision with execution
Client Success Story Dental A Team
Industry: Dental Consulting
Business model: B2B, Channel Partnerships
Headquarters: Reno, NV
Key initiatives: Build a leadership team, integrate a first-time fractional COO, systematize operations, and reduce founder dependency
Client Success Story DIVVY
Industry: Legal Tech (Family Law)
Business model: B2C + Attorney Referral Channel
Headquarters: United States (digital-first platform)
Key initiatives: Product launch, establish market positioning, build demand generation and attorney referral ecosystem
Client Success Story: Colorado Personal Injury Law Firm
Industry: Personal Injury Law
Business model: B2C legal services
Headquarters: United States (multi-location practice)
Key initiatives: Financial discipline, HR infrastructure, leadership accountability, prepare for scalable growth
Client Success Story Picknik Robotics
Industry: Robotics & AI
Business model: B2B
Headquarters: Boulder, Colorado
Key initiatives: Financial clarity, strategic planning, long-term forecasting, operational alignment, executive support, and scalable financial infrastructure
Client Success Story Leverage with Media PR
Industry: PR & Marketing
Business model: B2B, Channel Partnerships
Headquarters: New York
Key initiatives: Leadership team establishment and growth, investment in fractional COO leadership, development of operational structure, growth of structural capital
Client Success Story True Resilience
Industry: Medical
Business model: D2C (Direct-to-Consumer)
Headquarters: Phoenix, AZ
Key initiatives: Go-to-Market (GTM) strategy development, strategic planning, elevation of team members into leadership roles, establishment of intellectual property (IP) and scalable processes
Client Success Story APN Group
Industry: Accounting & Finance
Business model: B2B
Headquarters: Atlanta, GA
Key initiatives: Leadership and marketing stabilization after a series of failed agency partnerships
Client Success Story Chickenango Marketing Solutions
Industry: A/E/C (Architecture, Engineering, Design), Government Public Involvement
Business model: B2B
Headquarters: Mead, CO
Key initiatives: Leadership team establishment and growth, strategic planning, development of operational process structures
Client Success Story Full Circle Lab
Industry: Veterinary Medicine
Business model: B2B
Headquarters: Berkeley, CA
Key initiatives: Leadership team establishment and growth, vision casting, development of intellectual property to expand a coaching network
Client Success Story Savvy Training & Consulting
Industry: Legal
Business model: B2B, Channel Partnerships
Headquarters: Denver, CO
Key initiatives: Leadership team establishment and growth, investment in fractional COO, fractional marketing leadership, and fractional operations administration