A B2B professional services firm
Steady referrals and a loyal client base, but flat growth. The owner was working harder and keeping the same 10% margin.
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+6%
Revenue: better pricing and follow-up
Raised prices on new work, added a tiered offer, and trained the team on buyer-psychology sales scripts. Every proposal now gets a follow-up sequence within 48 hours.
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−5%
COGS: delivery costs
Re-scoped the delivery hours on each project type and renegotiated two subcontractor rates.
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−5%
Overhead: tools and spend
Cancelled unused software seats and merged overlapping tools into one stack.
Annual profit and loss, before and after
| Line | Before | After |
|---|---|---|
| Revenue | $4,000,000 | $4,240,000 |
| COGS | $2,000,000 | $1,900,000 |
| Overhead | $1,600,000 | $1,520,000 |
| Net profit | $400,000 | $820,000 |
+$420K a yearNet profit up 105%, with no new ad spend.