Nick's business, Calgary Custom Concepts, was at a frustrating plateau. While generating $1M in revenue, his profits were constantly squeezed by high overhead. He had tried a scattershot approach to marketing—dabbling in Facebook ads, Google ads, and even print—but nothing delivered a consistent, effective flow of qualified leads. Because he was still heavily involved in quoting jobs and managing his sales team, he had no time to step back and build the strategic systems needed to scale the business and improve profitability.
In his first few weeks with us, we had Nick complete a simple but powerful tool: our Profit and Planning SOP. This wasn't about guessing or wishing. It's a simple system for reverse-engineering your revenue goals to give you a clear, actionable roadmap. The insights Nick gained from that single worksheet were so eye-opening, they set the entire agenda for our very first quarterly strategic alignment session. He was forced to confront the hard numbers and stop the "hope marketing" nonsense.
"It feels like the scattered thoughts of what I should be doing with my time are being organized into a clear direction.”