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When a dynamic tech company found themselves at a crucial crossroads, they knew they needed expert help. With multiple deals in progress and the desire to create a scalable, profitable methodology, the stakes were high. Their aim? Preserve their current business and pave the way for significant growth. That’s where J.L. Sutherland & Associates came into play.
The Challenge
The client’s team needed a structured approach to iron out issues with their ongoing projects and develop a solid foundation for future growth. They faced a two-fold challenge: managing existing clients, who represented a hefty annual revenue, while simultaneously preparing to scale up new clients worth more than $3 million in additional income. However, their processes and frameworks weren’t yet solid enough to sustain this leap in business.
Led by Dr. Joe Sutherland, our team offered partnership through three options: a half-day intensive workshop, extended strategic advisory, and fully integrated active support. The client needed expertise, guidance, and a strategy that would evolve into something scalable—and they needed it fast.
The Proposal
J.L. Sutherland & Associates provided three levels of engagement to address the client’s pressing concerns:
- The Half-Day Workshop This urgent, half-day workshop was designed to help the client align their in-flight deals and frame a methodology that could be scaled. Post-workshop, Dr. Sutherland offered two weeks of email and phone support to address any follow-up questions.
- Strategic Advisor In addition to the workshop, Dr. Sutherland would act as a strategic advisor for two quarters, offering the client unlimited access for consultation. This option would help solidify their current deals and guide the company in building out a more comprehensive framework for future experimentation.
- Active Support The most hands-on option, which the client ultimately chose, involved Dr. Sutherland actively participating in client conversations, analyzing data, and ensuring that all the deals in the pipeline were optimized for success. He also committed to being available for urgent support while embedding his methodologies directly into the client’s processes.
Each of these options was designed not only to address immediate needs but to empower the client’s team to handle future challenges on their own.
Execution and Results (Though We Can’t Share Them!)
Without diving into the specifics, we can confidently say that this collaboration was exactly what the client needed. Dr. Sutherland’s strategic input helped them streamline their in-flight deals and build a solid foundation for future growth. What we can share is this: sometimes, bringing in outside expertise isn’t just about solving immediate problems—it’s about positioning your company for long-term success.
The client’s story is a testament to the power of strategic collaboration. If you’re a business leader who’s looking to scale, align your processes, or simply work through some complex challenges, there’s a lesson here: don’t hesitate to seek expert help. The right partnership can take your business from uncertainty to success, just as it did for our client.
