Fractional HR Consulting Firm

The Challenge

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This HR consulting firm came to us with two timelines in mind. In the short term, their team was underwater — profits were down, morale was tanking, and their head of operations was clearly in over their head. In the long term, the founder had her sights set on a sale within three to five years and needed a partner who could fix the immediate issues while laying the groundwork for a future exit.They had grown fast serving tech startups, productizing their HR services to match that clientele. But as interest rates rose and tech funding dried up, their market vanished. They tried pivoting to nonprofits and service companies, but their offerings no longer fit.Meanwhile, consultants on fixed-fee engagements let scope sprawl unchecked. Upselling? Not a chance — the team had an aversion to sales.

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The Solution

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First, we built a client success program: sales reps now check in monthly with consultants and clients. This kept scope in check, freed up the team, and surfaced new revenue opportunities inside existing accounts.We then built a forecasting model integrated with their accounting, CRM, and project tools. With better visibility and control, we phased out the underqualified ops lead and stood up a functional budgeting process covering revenue, hiring, and cash.To lift morale and margins, we redesigned their profit-sharing plan and coached the team to lead open-ended sales conversations. Instead of just pitching products, they now sell time, trust, and transformation.With short-term fires out and a long-term roadmap in hand, the firm is now healthier, happier — and quietly preparing for what comes next.