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Our Clients' Successes Speak Volumes.

At Fortitude, we know that every business is unique. That's why we tailor our approach to meet the specific needs of each business we work with. Our collaborative approach to business consulting has helped countless businesses achieve success across multiple industries. Take a look at our case studies to see how our coaching techniques and expert advice have helped businesses achieve record successes.

HVAC Industry

Transformation of a Home Services Powerhouse

 

A Home Services company, excelling in Plumbing, HVAC, and Electrical services aimed to elevate its presence in a competitive market. While having a strong customer base, they needed strategic guidance to scale up and boost profitability.

 

Challenges:

• Stagnant growth in revenue and profit margins.

• Unoptimized staff skills and potential.

• Lack of a comprehensive customer satisfaction and retention strategy.

• Inadequate training and development for employees.

• Inefficient handling of customer complaints and feedback.

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Shawn C. O’Neil’s Strategic Intervention:

Shawn C. O’Neil took charge with a focused approach, aiming to revitalize the company’s

operations and staff performance. His expertise in business management and strategic planning was pivotal in reshaping their business model.

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Key Strategies Implemented:

• Introduced individual goals and KPIs across staff levels to align with financial objectives.

• Enhanced staff performance monitoring to meet revenue and service targets.

• Emphasized individual contributions to the company’s overall success.

• Improved employee engagement and fostered a positive, productive work environment.

• Initiated targeted training programs to secure new referrals and repeat business.

• Developed comprehensive customer satisfaction metrics and performance evaluations.

• Streamlined the process for handling customer complaints for swift and favorable outcomes.

• Implemented effective annual budgeting and expense control.

• Ensured staffing levels met customer demands and seasonal peaks.

• Cultivated a company culture centered on ethics, integrity, and brand loyalty.

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Results:

• Realized a 100% increase in company value within a 12-month period.

• Exceeded year-over-year revenue growth by 150%.

• Gained national recognition as one of the fastest-growing companies in the industry.

• Markedly enhanced customer satisfaction and employee engagement.

• Established a consistent, effective, and measurable coaching and training framework.

 

Culmination: Acquisition

The company’s remarkable performance and market position, guided by Shawn C. O’Neil, led to its successful acquisition.

Pet Industry

Remarkable Turnaround of a

Retail Pet Store with Core 4

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A single mother and young entrepreneur, struggling with personal and professional challenges, turned to Shawn C. O’Neil for coaching. Despite facing significant obstacles, including a severe back injury and a demanding low-paying job, she aspired to transform her life and launch a successful retail pet store with additional services.

 

Challenges:

• Overcoming personal health issues, including serious overweight.

• Transitioning from a low-paying job to entrepreneurship.

• Establishing and growing a new business in the competitive pet industry.

 

Shawn C. O’Neil’s Strategic Coaching with Core 4:

Using the Fortitude Core 4 coaching system, Shawn provided comprehensive guidance,

focusing on personal well-being, business strategy, financial planning, and cultivating a mindset for success.

 

Transformative Journey and Business Growth:

• Personal Transformation: She lost over 100 lbs and embraced a disciplined

routine of reading and studying daily, leveraging the ‘Focus’ and ‘Fuel’ elements of Core 4.

• Business Launch and Expansion: The pet store achieved a net profit of over a

quarter million in its first year. This success was driven by expanding services, implementing a new sales model with bundled services, and introducing a recurring revenue model.

• Innovative Sales and Branding Strategy: Shawn’s team introduced a high-ticket

sales model focusing on ultimate customer experiences, coupled with a complete brand

relaunch. This strategy aligned with the ‘Fire’ and ‘Funds’ pillars of Core 4.

• Sustained Growth: Over three years, with Shawn’s coaching, the business owner

doubled the size of her business annually. Plans for further expansion and additional locations are underway.

 

Results:

• A complete personal and professional transformation, underpinned by the Core 4

system.

• Rapid and sustained business growth, with significant year-over-year increases

in revenue and profitability.

• Establishment of a strong, customer-focused brand identity in the market.

 

Future Outlook:

With ongoing guidance from Shawn C. O’Neil and the principles of Core 4, the pet store is

poised for further expansion, including opening new locations, ensuring its continued success and growth in the pet industry.

Home Medical Supplies

Remarkable Turnaround of an

E-commerce Medical Devices Company

​

An e-commerce business specializing in medical devices was facing significant financial challenges, with a CPA advising closure due to consistent losses. The company, valued at $3.1million, was experiencing a 3.4% loss in 2022.

 

Challenges:

• Operating at a loss, with the potential of shutting down.

• The owner, seeking an exit, was trapped in a demanding role with no profitable

exit strategy.

• Inefficient website not optimized for mobile, leading to poor online visibility.

• Inadequate pricing and shipping policies.

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Shawn C. O’Neil’s Strategic Intervention:

Shawn C. O’Neil stepped in with a mission to transform the struggling business into a profitable entity with a 10% net income.

 

Revitalization Strategies:

• Conducted a thorough expense reduction and contract renegotiation.

• Identified and rectified the website’s lack of mobile compliance, a critical factor in

search engine ranking and domain authority.

• Collaborated with digital marketing teams for an in-depth analysis, leading to a

website rebuild projected to increase traffic by at least 600%.

• Secured tax credit opportunities for the owner.

• Reformed pricing and shipping policies for better market competitiveness.

Impactful Results:

• In the first year of intervention, the company benefitted by over $646,392.

• Successfully positioned the business for a profitable exit for the owner.

• Enhanced online presence and customer engagement through website

optimization.

• Streamlined operational costs and improved financial health.

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Transformation:

Under Shawn C. O’Neil’s guidance, the e-commerce medical devices company underwent a significant turnaround, from a business on the brink of closure to one with robust profitability. This success story highlights the effectiveness of strategic financial management, digital

optimization, and operational restructuring.

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Fortitude serves clients in all 50 states. Our firm specializes in helping clients implement proven systems that provide accountability until the habits we've created becomes the accountability.

Fortitude brings extensive experience and professionalism to help clients visualize, plan and execute a life and a business by design.

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