A $20M B2B professional services firm with eight years of history appeared successful from the outside but had plateaued.
Leadership was overwhelmed, client delivery was inefficient, roles were misaligned, and an estimated $300,000 per year was being lost to operational drag. Previous AI consultants had pushed unsuitable tools, leaving the team skeptical. The company knew AI might help but had no idea where to start or what foundations were missing.
Shadi Yazdan applied her Strategic Growth Reset, a three-phase process combining strategic business coaching with targeted AI advisory, to diagnose structural misalignment, build a leadership roadmap, and incrementally introduce low-code AI tools that automated operations and restored capacity for growth.
The leadership team reclaimed 10–15 hours per week by streamlining internal operations, freeing capacity for strategic priorities and growth-focused work.
Client delivery time was cut by 30%, directly improving profit margins at a moment when competitors were closing the gap and pricing pressure was rising.
A new service offering identified during the engagement is projected to generate an additional $500,000 over the next one to two years, a direct outcome of the strategic clarity work done alongside the AI integration.
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