How many times have you looked at your pipeline and felt like you had the rest of the year "set" — yet 2 months later, you have a cashflow crisis. And, that cycle keeps repeating itself. What if you could actually reverse this cycle and make it DEPENDABLE cash flow that allows you to EMPOWER your pipeline? What if your pipeline dictated a constant thread of prospects that converted regularly into dependable cash flow so monthly (and annual) expectations were met. That is confident forecasting. Anchor Advisors consulted with Jayne Agency to: move from cash flow crisis to a dependable, reliable pipeline enable the agency owner to mindfully integrate new clients that matched the … [Read more...]
Case Studies on Process
Here are Case Studies from Anchor Advisors on how we help companies improve and build processes to grow their companies. Go back to Case Studies »
Pushing Past Stagnation and Improving Revenue | Commercial Food Supply Case Study
“It’s been a loooong year.” As a business owner, does that sound like you? You’ve probably thought this after you realize that you’re ending the year exactly where you started. No matter what you try in order to grow your business, improve operations, or engage your team - everything goes wrong and your situation goes from bad to worse. What’s more, you don’t know why whatever you touch has the opposite effect of your goal. You focus on sales and then lose your current client roster. A new operations plan wreaks havoc on production. Nothing you think of works. What then? No matter what you try, your business operations just can’t thrive. You’re exhausted. You’re employees are … [Read more...]
Managing the chaos of growth | Marketing Agency Case Study
You’ve achieved almost everything you dreamed of... Things have really taken off in your business. You land new clients regularly, referrals are coming in, and your revenue is increasing. You’re able to hire and you lead a small team of talent to help manage your growing client base. Everything should be great! But reality sets in. Despite the increase in clients, your profit margins aren’t matching. You can’t afford to bring on more talent to help with the extra workload, but you can’t put it all on the team you have. So you work longer and longer days; twelve hours at the office have become your norm, six, even seven days a week. With each new client, that workload increases, and … [Read more...]
Updating Marketing Strategies and Turning Around a Team | Leadership Transition Case Study
When the digital marketing age is moving faster than you and your team can adapt, how do you know what needs change in order to remain competitive? Paul Metz, Executive Vice President and Partner of C+R Research knew that their marketing strategy needed drastic updates as bigger and better projects were seemingly out of grasp. He knew they were missing critical pieces of the digital marketing puzzle that could take the firm to the next level, but wasn’t sure where to start. Challenge: Because C+R Research had earned a great reputation over its 50 year history they had survived and grown through just referrals and reputation. Yet the partners were worried; progress and growth was not … [Read more...]
Establishing a Reusable Sales Process | Sales Process Case Study
Recycling Services (RSI) develops, implements and services office paper recycling programs in the greater Chicago metropolitan area. Capitalized with $10,000 in 1984, David Levinson and Michael Finn formed the company to respond to the growing solid waste problem in Illinois by making recycling services available to businesses and the general public. Now in its 25th year, Recycling Services operates a 40,000 square-foot recycling plant located on the southwest side of Chicago, where it processes over 9,000 tons of secondary fiber per month. The company employs 50 people. Challenge Since opening RSI in 1984, Levinson and Finn grew their company organically and through strategic … [Read more...]
Plan Provides ‘Safe Haven’ For Organization
RefugeeOne (formerly Interfaith Refugee and Immigration Ministries, or IRIM) is a 501(c)3 not-for-profit organization that provides a full range of services to refugees and immigrants resettling in the Chicago metropolitan area. Every year, RefugeeOne assists more than 3,000 refugees (approximately 600 are new each year) and immigrants from around the world to find housing, learn English, acclimate to American culture, develop computer and other employable skills, find jobs, obtain medical and other care, access the public school system for their children, apply for citizenship, and obtain care for elderly family members. RefugeeOne's programs are made possible through the dedicated efforts … [Read more...]
Playing by the Rules: A Punk Circus Band Incorporates
Mucca Pazza is a 30-person punk circus marching band based out of Chicago, Illinois. When it was founded in 2004, the band was one of a handful of renegade marching bands in the country. Now it is performing in Chicago and touring nationally. Challenge When Mucca Pazza began earning money for performances and concerts, they encountered several challenges regarding the "business" of their group. "Our big concern was to not 'kill it' by making it official," said Meghan Strell, a cheerleader in the band. "We wanted to figure out how to incorporate our punk rock band." The band members were unsure how ownership of the band would work, as well as how to begin the budgeting process and … [Read more...]
Creating a Measurable Sales Process
Background Mac Arthur Corporation, is a minority-owned, ISO/TS-certified supplier of labels and related products and services. The company, based in Grand Blanc, Michigan, has served major automotive customers since 1962. It ships hundreds of millions of labels each year to 14 countries around the globe. Challenges In 2006, a single customer represented a large percentage of business at Mac Arthur Corporation. Thomas Barrett, vice-president of Mac Arthur Corporation, said the company focused much of its energy on serving this single client and management felt they could improve the quality of service they provided to all the company's customers and, in the process, increase revenue. … [Read more...]
Starting Off on the Right Foot
Starting a new business can be a daunting process. When Peter's professional services firm had survived its first year, he wanted to pause and look at where he was headed, and develop some systems and processes to make the back-end of the business more efficient. He called Anchor Advisors to help. This project was executed through a series of coaching sessions twice a month for several months. In each session we took one phase of the client's business and analyzed its efficiency and effectiveness, looked at its scalablity and whether there was someone else who could better accomplish it either inside the firm, or through outsourcing. This review enabled the client to get a clean look … [Read more...]