c a s e s t u d i e s
We at Agile Rainmakers have been privileged to work with some extraordinary people, and it is with gratitude and appreciation we share a few case studies of what’s resulted from our partnership with our clients.
An Accounting Firm
Stagnant business, a “meh” mood…what to do?
With stagnant business and no substantial growth in 5 years, an accounting firm turned to Agile Rainmakers for help with identifying leverage points that would shift them into a growth phase. With some personnel issues as well as the flat-line status of the business, there was a general lack of enthusiasm—or belief—within the firm for growing and prospering.
OPERATIONS: We advised on a new HR policy that not only worked to solve their personnel problems, it bolstered greater enthusiasm amongst the staff, leading to a powerful restructuring of the firm’s leadership. This further inspired the business to grow and expand from its existing clientele to a much larger market.
We also advised on how to market the firm’s services with proven sales techniques to increase the flow of new clients.
STRATEGY: We identified their long-term goals to build a larger clientele and propel the business. We also identified a shortcoming with regard the extensive time it took to service less-engaged clients, to the detriment of attracting new ones.
We advised on enrolling responsible, well-educated and motivated clients to allow the firm to grow rather than languish. A firm is only as good as its clients.
BUSINESS DEVELOPMENT: With a plan of action in place to attract a more engaged and better suited clientele, we set off to discover potential avenues for the firm to get in front of such prospective clients. We were able to facilitate introductions and networking events with graduates from highly respected institutions. Many graduates were in need of qualified accountants.
SALES + MARKETING: By structuring a referral deal, we worked diligently to market the firm’s exceptional services and qualified brand. We also leveraged good old fashioned cold calls to prospective clients. We also facilitated presentations for current and prospective business owners to assess their accounting needs. Such active efforts aim to bring in new, engaged clients. Make it stand out.
Fixing what ailed the health of one physician’s business
A Doctor’s Practice
With pressing competitive circumstances, a doctor’s practice faced major issues including a low valuation. They turned to Agile Rainmakers in order to evaluate their current challenges and take the necessary actions.
They didn’t have a firm understanding of their competition and how they stacked up.
They weren’t aware of their persisting operational issues / insufficiencies.
They did not have the sales expertise to market and sell their business.
OPERATIONS: In order to sell their practice, the first step was to optimize the existing business flow and focus on areas of concern. We accomplished this through:
Developing a support system that allowed for key employees to face a decreased burden in their day-to-day work.
Creating a patient survey that highlighted areas of concern as well as areas of exceptional service by the practice.
Recurrent on-site visits to ensure a positive, pleasant patient experience was the norm.
STRATEGY: A main point of concern was the intense competition the practice had been facing with other private offices nearby offering the same services. So we set out to:
Create a competitive analysis of what other firms were doing and how that compared with the client’s practice.
Analyze what measures, if taken, could translate to greater patient satisfaction and reviews, leading to more prospective clients.
Formulate a plan of action to integrate such measures and advertise it to clients.
BUSINESS DEVELOPMENT: We helped explore potential partnerships with other practices that could lead to a mutually beneficial referral program between the firms.
SALES + MARKETING: We deployed active efforts to market the services of the firm in a method that was in line with the firm’s intentions and branding.
We designed and trialed flyers with patient input that marketed the benefits from visiting the practice regularly, providing relevant accredited research for our claims.
We organized efforts to distribute the flyers at various avenues for potential new business such as: in high-traffic areas near the practice, at the group/work gatherings of existing patients, and at other local businesses in the area.
We provided critical feedback on how the firm could take active efforts to redesign their website and, in turn, reassert their branding.
A Timber Company
A company growing even faster than its trees: The art of managed expansion
Seeking to grow quickly and assess strategies for additional investments, an innovative timber company sought out Agile Rainmakers’ services to assist in facilitating opportunities for expansion.
Although they were satisfied with their well-established business operations, they faced significant challenges that would persist and inhibit efficient growth once they scaled. What’s more, they didn’t have clarity on how best to grow the company.
OPERATIONS: Although the business had managed to scale to an extent and develop sustainable practices on their own, as they sought greater expansion, some important elements were still amiss.
In search of a Plantation Manager to manage the company’s growing forestry assets (trees), the company sought the most qualified candidate. We co-created a plan of action to source and recruit an extraordinary candidate who suits the needs and culture of the company.
We also took part in their Annual General Meeting, where we reviewed the presentation and provided feedback on how best to address any existing investor concerns.
STRATEGY: In an effort to expand their capital base, the company strongly considered an Initial Public Offering (IPO) of the company, which would allow existing investors to achieve a return on their investment. However, upon review, a revenue-sharing structure coupled with a Family Office approach that matched time horizons was adopted. Thus, Wall Street’s quarterly focus was avoided.
BUSINESS DEVELOPMENT: Given their need for more end users and strategic partners, the company needed a greater network to attract the best partners. Therefore, Agile Rainmakers
created contacts at retailers in demand for lumber,
introduced a number of disciplined business leaders to the growth opportunities available to them through a possible relationship with the company, and
created access to media outlets in order to raise awareness of the movement and opportunity at hand.
SALES + MARKETING: As the company moved to acquire a higher volume of investors, it became pertinent to review and update their offering. Agile Rainmakers assisted with a comprehensive and thorough review of their Private Placement Memorandum (PPM).
Show them the money! Getting the product in front of the right people
An Emerging Cryptocurrency
In establishing a new cryptocurrency, an emerging company sought out Agile Rainmakers to help with developing a network of providers that would facilitate a new exchange.
Although well-versed in the industry and technology behind the company, the client lacked the connections and avenues to build their market for their cryptocurrency.
OPERATIONS: In creating a cryptocurrency, the company faced many challenging dynamics in their business operations that would affect getting to market:
By going through the process of purchasing tokens from their initial offering, we were able to detect operational inefficiencies in how the product is sold, providing ideas for a redesign.
We introduced the concept of Strategic HR and introduced a well-suited compliance consultant to meet pressing compliance needs.
BUSINESS DEVELOPMENT: In gaining entry into the cryptocurrency market, the firm required access to and integration with an exchange. We introduced potential exchange partners to the company and allowed for some deliberation on how to proceed in a strategic partnership.
SALES + MARKETING: In marketing the cryptocurrency, it became imperative to reach as many potential buyers as possible. To support this, we provided access to a sales consultant, who while assisting them in reaching out to sell their budding cryptocurrency, also took initiative to identify areas where they could better sell their cryptocurrency.
Maybe you’ll be the next success story.
Reach out here to set up a time for us to have a conversation and explore the possibilities.
“Rob does not waste time. He’s going to prioritize, focus on, and direct you to the key things about your business you need to be successful. Once his brain sees the plan and the execution, there’s no way it’s not gonna happen.”
— John Mattox, CFO, Fractal Wealth