​Our Executives have been everywhere -- and have led startups, major corporate divisions, white space exploration, and more . . .



                                                             

- Sales enablement - CRM pipeline accuracy - Lean - Fractional Executives  - 

Seasoned Pros

to Match Your Needs

                                        EXAMPLES OF SUCCESS - CASE STUDY OVERVIEWS

     Atlanta, GA - Windy Hill Group rolled out our CRM Pipeline Accuracyprocess for a three-state B2B distributor of Machine Control systems. We reworked their CRM configuration to better suit their flows, built business-specific rule sets, and designed a sales training program that locked in reliable, repeatable projections. To keep it sustainable, we trained a support manager to track and enforce compliance, run reports, and onboard new reps.  All accomplished within a firm-fixed price.


     Since 2022, the system has been running smoothly—sharpening sales forecast accuracy and flagging revenue gaps early so the team can stay on target. The payoff? Major top-line revenue growth (confidential numbers) driven by tighter focus and business line expansion—all without adding sales headcount.


     This customer is not only seeing results, they’re a strong reference for our work.

      Atlanta, GA - Windy Hill Group deployed our LEAN process improvement solution for a supply chain distributor of heavy equipment components. By analyzing sales by SKU, we redesigned their shelving and numbering system to create a faster, more logical pick flow—keeping the most frequently used parts grouped for efficiency.

   We timed the reconfiguration with their warehouse move, making the transition seamless. Alongside layout improvements, we introduced new inventory practices to boost count accuracy and set the stage for cycle counting—eliminating costly semi-annual shutdowns for manual inventory checks.

     The result: smoother operations, higher accuracy, and a warehouse built for growth.


​     Alpharetta, GA—10 year old healthcare software company that had been acquired by a major non-software company, and saw the entire sales and marketing staff leave with the founding CEO after acquisition.  We were brought in to build a sales and marketing team from scratch and to grow revenues in a niche that had a 12-month sales cycle.  Successfully built a team of 6, increased top line sales by 25% year over year the first year, and by 44% the second.  Company was sold by the investing company at that point and remains a successful subsidiary of the acquiring company today.  Reference available from COO who was there at the time.

       Chico, CA - Our lead consultant was hired as VP of Sales and Marketing to turn around sales for a 5 year old healthcare quality and utilization software company.  Increased sales by 50% over a 3 year period, rebuilt the sales team of 5, and was instrumental in a board level total company reorganization and turn around that saved it from collapse, eventually resulting in going public and being acquired. Reference from the CEO/founder available

    Philadelphia, PA— We were engaged on a 6 month contract to review sales and marketing, and make recommendations for this 15 year old behavioral and clinical healthcare software company, for purposes of increasing revenues and close rates.  Determined that the lead generation process was insufficient, made recommendations on improvements and participated in hands-on lead generation activities to grow their pipeline. 

   Atlanta, GA  - Our lead consultant headed up the healthcare marketing division of a Fortune 100 telecommunications company for 10 years.  During that time, he built alliances, was involved in formation of legislation and standards for healthcare systems, and drove marketing packages that caused company revenue growth from healthcare clients to exceed overall company targeted growth rates 9 years out of 10. 


   US National Project – Developed and implemented integration marketing planning, and created supporting artifacts, to promote life insurance and annuity solutions to individuals working with financial advisors.  Internet, mail, e-mail and call center campaigns were integrated over 3, 6 and 9 month cycles to drive 15 – 25% increase in closure rates and 25 to 200% better premiums than prior, one-dimensional campaigns. 


   Scotland - Performed US market research for an Edinburgh-based maker of museum display cases interested in expanding their reach to the US.   Produced solid information and analysis showing the potential market (over 5,000 museum prospects) and confirmed there was a market.  Assisted them in partnering with a US firm who handled the installation of their products when sold.   

     England – Consulting project with auto and home insurance call center to stratify customer satisfaction and cross-walk against product offerings, cost of acquisition and cost of support.  The 6 month project involved leading cross-functional experts in call center management, finance and product management.  Recommending a reduction in product variations and targeted call center in-bound support hours along with increased digital support tools drove 50% lift in ROI in the following 12 month period. 

     Washington, DC  - Delivered the design and install of a custom Salesforce implementation for group and individual sales teams (B2B, B2B2C and D2C).  This brought the organization into the 2010s from a series of disjointed, dated, paper-driven, very manual sales enablement and pipeline management activities.  Improved agent retention, allowed the entity to enlist leading call center alliance partners and to develop integrated customer marketing and communications programs that improved sales, retention and ROI.