SHIFT4 Impact

“There’s a big difference between playing not to lose, and playing to win.”

SHIFT4 Partial Client List

Strategy first. Strategy always.

Without a strategy from which to operate, how will you know which marketing campaigns should be pursued? Or which products or services to offer? Or which new markets to enter? The following case studies represent just a few examples of the dozens of companies we’ve helped transition from reactionary, tactical organizations to strategic powerhouses in control of their destinies.

Washington-Based Chiropractic Practice

Situation: A large chiropractic practice was barely breaking even despite having rebounded from Covid. Their overhead was too high, and patient compliance was at an all-time low. There were issues across the board, from the owner’s front desk staff under performing, to her doctors not maximizing billing – and one even giving aware care. On top of that, a third-party payer had informed her of an upcoming audit.

The SHIFT

Client Realized Over $1,000,000 in New-Patient Revenue in Less Than Six Months
Cost-Per-Lead Dropped by 60% While Leads from Digital Marketing More Than Doubled
Client Reduced Overhead by 27% By Adopting Cost Controls, New Resource Allocation Protocols, and Streamlining Service Offerings

Colorado-Based CBD Company

Situation: A hemp/CBD manufacturer required a turnaround in nearly every area of the company: executive personnel, sales, operations, finance, manufacturing, and farming. They also found themselves in a sea of over 3,000 competitors that had jumped into the space.

The SHIFT

Grew Revenue from $770k to $3.75 Million in 18 months
Created and Launched a Full Rebrand, Inclusive of New Website, Logo, and Product Packaging
Launched 3 New Sales Channels

California-based SaaS Company

Situation: A software development company that focused on providing back-office SaaS solutions was losing money each month - and had done so for over four years. Their operations and customer support departments were “at war,” and the poor morale was affecting production and customer service.

The SHIFT

Moved from last place to top position in market share in 3 years
Orchestrated transition to a completely new software platform while maintaining 95% client retention
Converted technical support & software dev departments into profit centers, allowing employees to participate in profits in the effort – reversing morale issues and encouraging teamwork

Chicago-Based Ad Agency

Situation: An advertising agency headquartered in Chicago was seeing a marked increase in client attrition, was failing to bring in new accounts, and suffered from internal power struggles while not being able to innovate.

The SHIFT

Changed company’s approach to client engagement, stemming attrition and increasing referrals
Created new go-to-market strategy, bringing on the largest accounts since company’s inception (20+ years)
Eliminated positions causing conflict and reallocated personnel to improve morale

California-Based PI and Security Firm

Situation: A Private Investigation and Security company was in a period of stagnation and in need of a growth strategy, inclusive of a complete rebrand.

The SHIFT

Created and launched new brands for both the investigations and security divisions of the company
Established operations in over 20 states (from just 1) in under 2 years
Grew investigations revenue by 840% and security revenue by 130% in under 2 years