Seven years, four
companiesworth talking about.
Anonymized case studies from my consulting practice — where I came in, what we actually changed, and what happened after.
Custom Lighting Manufacturer
The Challenge
A $2M custom lighting manufacturer was running blind — no analytics, no inventory system, pricing based on gut feel. Margins were eroding and they couldn't explain why.
The Approach
- ▸Built a real-time analytics dashboard connecting Shopify, QuickBooks, and shipping data
- ▸Created a margin calculator that factored in materials, labor, overhead, and shipping by zone
- ▸Implemented inventory forecasting based on 18 months of historical order data
- ▸Redesigned pricing tiers with data-backed cost-plus and value-based models
Regional Insurance Brokerage
The Challenge
A 15-person insurance brokerage was losing clients to online aggregators. No digital presence, no lead tracking, no way to measure which referral sources actually converted.
The Approach
- ▸Launched a modern website with quote request funnels and local SEO optimization
- ▸Built a CRM pipeline tracking leads from first touch to policy binding
- ▸Created automated email nurture sequences for unconverted quotes
- ▸Implemented call tracking and attribution across all referral sources
Hospitality Tech Startup
The Challenge
A seed-stage hospitality tech company had built a product but had no go-to-market strategy. Burning $40K/month with no repeatable sales process and a pitch deck that confused investors.
The Approach
- ▸Rebuilt the pitch deck around a clear narrative: problem, wedge, market, traction
- ▸Defined ICP and built a 200-account outbound target list with personalized sequences
- ▸Created a repeatable demo-to-close sales process with stage-gated CRM pipeline
- ▸Designed a pricing model that aligned with hospitality industry buying patterns
Multi-Location Restaurant Group
The Challenge
A 4-location restaurant group was scaling without systems. Each location ran independently — different POS configs, no consolidated reporting, inconsistent guest experience across locations.
The Approach
- ▸Standardized POS configuration and menu engineering across all four locations
- ▸Built consolidated financial reporting with location-by-location P&L breakdowns
- ▸Created an operations playbook covering opening/closing procedures, inventory pars, and training
- ▸Implemented guest feedback loops with NPS tracking tied to location and shift
Diagnose
Understand what's actually broken. We look past the symptoms to find the structural root cause of margin compression, stalled growth, or operational friction.
Design
Build the strategy and systems. We map out a coherent, actionable blueprint that directly addresses the crux of the problem without adding unnecessary complexity.
Deliver
Implement, measure, iterate. We execute the playbook alongside your team, track the metrics that matter, and refine the systems until they hum.
Have a business that needs
unfucking?
If you're dealing with margin compression, operational friction, or stalled growth, let's look under the hood together.
Let's talk▸jared@maximusdigital.co