Roofing / Full Throttle engagement
From startup to a $3M annualized run rate.
A digital sales process, an in-house call center, and a team organized to handle more sales conversations. Built alongside the operating and financial foundation.
Through a Full Throttle engagement, Keith helped a roofing startup reach a $3M annualized revenue run rate around month 14. He served as an embedded fractional COO and also handled CFO responsibilities.
A digital sales process for purchased leads.
The company bought leads from aggregators and used an in-house call center to process them. Keith helped build the digital sales process around that lead flow, with the systems, processes, and standard operating procedures to support it.
The work connected lead handling with a defined sales process the team could follow. That gave the business a way to handle more sales conversations as it grew.
Reorganizing the team around the work.
Company roles were realigned around the digital sales process. The receptionist role became a front-end sales associate, giving salespeople someone to hand work off to.
Salespeople could run roughly five to ten calls a day through the digital process, compared with one to two in-home appointments. The shift changed how the team used its selling time and increased its capacity for sales conversations.
Operations and finance built together.
Keith served as an embedded fractional COO and also took on CFO responsibilities. Alongside the sales and operating work, he helped with the books, gross-margin oversight, and the financial side of the business.
The company reached an annualized revenue run rate of $3M around month 14. The work combined a digital sales system, documented processes, defined roles, and financial oversight.