SANTA BARBARA, CA

This company had strong potential but lacked structure in critical areas. Design was handled ad hoc, service was reactive, and sales was more clerical than consultative. Leadership wore too many hats, and growth felt unpredictable. That’s when we stepped in to help transform the business from the inside out. We began by building out a dedicated design department, defining roles, pricing structures, and deliverables. This allowed the company to offer high-impact design services as a value-add—and a revenue generator—rather than a giveaway. Next, we helped create a service department with scalable recurring revenue models. By developing tiered service plans and positioning them effectively, we turned one-time projects into long-term client relationships. On the sales side, we replaced order-takers with a trained, professional sales team. We built a real sales and marketing engine, complete with defined roles for business development, a clear inbound/outbound strategy, and tools to generate leads and close them confidently. Most importantly, we worked with the owner to bring in strong leadership, enabling the company to grow without relying solely on a founder’s energy or presence.

Results

– Built a design department that now drives standalone revenue and increases project close rates
– Launched a service department with recurring revenue now exceeding $1m per year
– Increased total sales by 200% after restructuring the team and implementing a complete sales and marketing system.
– Hired experienced leaders in design, service, and sales, giving the business a strong management foundation for long-term growth
– Transformed the sales culture from reactive to strategic—empowering the team to sell with clarity, confidence, and purpose.