Typical Projects
M&A / MBO
Transactions*
Successful Client
Engagements
Years in the HR Tech
& Training Industry
1. Product & Service Strategy
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Creating a recurring revenue online training business
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Account retention and growth strategy and process
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Differentiating in a commoditized market
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Aligning product development with customer needs
2. Sales & Marketing Execution
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Aligning sales and marketing with growth objectives
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Bringing new positioning and messaging to life
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Refreshing websites and collateral
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Creating a viable demand generation strategy
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Creating a repeatable, predictable sales process
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Enabling the sales process with enhanced content
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Optimizing CRM and the marketing tech stack
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Optimizing pricing and pricing models
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Building an indirect sales channel
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Training direct and indirect sales and marketing teams
3. Corporate Dev & Growth Strategy
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Cleaning up the books in preparation for a sale
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Creating an investor prospectus and pitch book
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Identifying and evaluating acquisition targets
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Positioning solution for a new vertical market