project details

Business Consulting 2021

Contract Date January 15, 2021

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work process

Description of the project

Humphrey Plumbing, Heating and Air Conditioning was an existing home services company that, in January of 2021, was struggling to survive. They were on the verge of being unable to pay the bills or keep their employees working. They were about to go out of business. Our role was to go in and fully overhaul the business, develop processes, train management and staff, implement new technology, and make the company profitable.

The Problem

The organizational assessment identified some key opportunities for development and improvement. Management training, budgeting, financial controls, data management tools, vendor management, clearly defined and standardized processes, defining roles and expectations, and coaching for all employees were the most critical opportunities for improvement.

The Strategy

Our strategy focuses on working closely with representatives of the company, from the owners to the customer service representatives, to ensure that project objectives are clearly understood upon engagement, that interim results and key milestones are adhered to and met, communication remains strong from start to finish, and deliverables are being achieved. We use a collaborative work plan that engages key employees at distinct stages in the process and will therefore build support for the final recommendations and plans as progress is made.

Our initial focus was on the easy and most impactful changes, which we identified as sales training, vendor management, and implementing cost controls. From there we expanded and started defining the budget, organizational structure, expectations, defining roles, and documenting processes. We implemented new software and provided training and perspective on the existing software.

The Outcome

In the first 75-days, our changes resulted in more than a 350% increase in revenue year-over-year.