Modernizing a Scaling SMB
A scaling SMB was stuck using outdated tools and misaligned services. HELIX360 delivered clarity, modernization, and a long-term strategy aligned to their team, customers, and growth vision.
[ TIMELINE ]
8 months
[ CLIENT ]
Established Scaling SMB (Confidential)
[ INDUSTRY ]
Startup
E-commerce
[ CHALLENGE ]
The small-to-midsize business had been operating the same way for years. Systems were outdated, teams operated in silos, and customer satisfaction was declining. Profit margins were tightening, and leadership had limited visibility into performance. The internal team was overwhelmed, and the business owner lacked a clear, confident growth path.
[ SOLUTION ]
Using the FASTIR™ method, Chet and HELIX360:
1. Familiarized with every layer of the business, from frontline teams to executive leadership.
2. Aligned the leadership team around renewed goals and accountability frameworks.
3. Simplified their tech stack by consolidating 14 disjointed tools into 6 integrated platforms.
4. Built Trust across teams with operational transparency and milestone clarity.
5. Implemented modern systems for operations, customer engagement, billing, and project tracking.
6. Refreshed their go-to-market positioning with a stronger value prop and client experience.
[ RESULTS ]
32%
Increase in gross margins
40%
Customer churn reduction
60%
Fewer internal ticket escalations
