Engagement walkthroughs
How the plan pays off.
Three engagements, three industries, one operating method: diagnose with numbers, fix the floor first, measure everything.
Automotive
Independent dealership group
The challenge
Sales-floor close rates swinging week to week, finance-desk product penetration near the bottom of the region, and no clear answer to where the deals were actually being lost.
The approach
A transparent, number-backed diagnosis of every stage — traffic to lot, lot to write-up, write-up to delivery. Sales-floor technique coaching, finance-desk workflow rebuild, and a compliance sweep of advertising and deal structure before a dollar of new ad spend.
The results
+22%units sold per month
+9 ptsF&I product penetration
-31%deal turnaround time
Tequila & Spirits
Craft distillery
The challenge
Strong product, invisible brand: three-tier distribution relationships untouched, tasting-room traffic flat, and a story the bottles never told.
The approach
Positioning built around origin and craft, a social and YouTube presence aimed at the category's storytellers, and a tasting-room traffic plan tied to local events and mobile billboard runs through high-traffic corridors.
The results
2.4xtasting-room weekend traffic
+38%direct-to-consumer sales
3 newdistribution accounts in 6 months
Ice Cream Manufacturing
Regional creamery
The challenge
Seasonal demand treated as fate: freezers full in July, empty shelves in February, and retail placement negotiated with no leverage and no data.
The approach
A demand-curve plan that smoothed the seasons — off-season retail campaigns, freezer-aisle placement data to arm the trade negotiations, and a content engine that kept the brand in carts year-round.
The results
+27%off-season retail velocity
11new retail doors in one year
-19%seasonal revenue swing
Metrics shown are representative of typical engagement outcomes; individual results vary by market, starting point, and scope.
