Case Studies

A Delicious Acquisition

Client: Restaurant Chain Goal The company had recently acquired another restaurant group. Their goal were: Increase the brands presence in the eastern U.S. and maximize profits through volume purchases and consolidation of the corporate management staff. Restore morale and trust among management and employees. Build and strengthen trust, teamwork and communication amongst: the management staff; management…

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Plumbing Exclusive

Client: Wholesale Plumbing and Heating Supply Goal Drive customers to client Differentiate from competition Increase overall purchase totals Broaden customer base Build loyalty Maintain purchase momentum through all quarters Challenges 
The company has several competitors in close proximity to their showroom. How do they keep the customer engaged and buying from them throughout the year? Differentiate…

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Q1 AND Q2


Regional Mortgage Company Goal Elicit strong 3rd and 4th quarter revenues while strengthening loyalty and broker retention. Challenges Competition among mortgage companies is high. Retention of high-earning brokers and motivating medium-earning brokers became this company’s top priority. Sales declined in Q1 and Q2, compared to sales at the same time the year before. In addition…

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