Our Strategic Framework (Years 1-5)
Over the first five years, the strategic framework focused on driving sustainable growth, improving profitability, and preparing the company for long-term scalability. Growth initiatives included launching multi-channel digital marketing campaigns that tripled quality inbound leads, doubling conversion rates through funnel optimization, and introducing structured upselling for maintenance and add-on services. To strengthen margins, the company implemented transparent job costing, standardized gross margin targets, tiered pricing packages, and vendor contract negotiations to control material costs.
Technology and process automation played a central role, with CRM and ticketing systems reducing proposal times by 35% and streamlining service operations, while automated workflows improved consistency and client experience. Retention strategies such as service agreements, maintenance programs, and drip campaigns built recurring revenue streams and boosted upsell performance. Finally, leadership development and exit planning positioned the business for future success, with trained middle managers, monthly financial dashboards, and documented SOPs ensuring both operational continuity and attractiveness for a potential sale.
Typical engagements often include, but are not limited to, the following services:
01
02
03
04
05
Results
By year 3, the company had:
Achieved 100% increase in web traffic and lead conversions through SEO and PPC campaigns
Raised margins via job/package pricing: average gross margin of ~30%, with net (EBITDA) finally hitting 10–12%
Introduced service-level automation (CRM) that lowered lead response by 35%, similar to outcomes in HubSpot-based roofing implementation
By year 5:
Recurring maintenance programs became a significant growth driver
EBITDA stood at $2.5–3M, making the firm highly attractive to strategic buyers or private equity
Documented processes and leadership depth made it ripe for exit planning
— Owner, Roofing Company