Client Success

Operational Strategy & Leadership

Fulcrum Group, an instant-on tech marketing firm that helps B2B tech companies stand out, resonate, and break through to drive demand and turn prospects into customers faster, was experiencing significant growth – a great problem to have – but their operational infrastructure was not quite ready for the scale it needed. Rather than remaining focused on building the business and ensuring their team continued to deliver exceptional work, leadership found themselves mired in operational tasks and diverting valuable time and resources away from strategic growth initiatives. This distracted them from doing what they do best – delivering exceptional work and a great experience for their customers.

Their DilemMa

OUR SOLUTION

Recognizing the need for support, Fulcrum Group turned to Lift Group for its expertise in operations leadership and strategy. Lift Group embarked on a comprehensive evaluation of Fulcrum's existing processes – from business development to client onboarding to project management for delivery and client care – to pinpoint inefficiencies and areas for improvement. 

Lift Group's approach was holistic and forward-thinking, focusing on:

  • Process Optimization: Streamlining operations to enhance efficiency and productivity

  • Infrastructure Development: Building a robust operational infrastructure designed to support scalability and adapt to future needs. This included the implementation of Monday.com for streamlined coordination and visibility, starting quarterly business reviews with clients, and playbook creation for policies and procedures.

  • Leadership Visibility: Implementing tools and practices that improved decision-making and gave the leadership team clear visibility into operations.

Lift Group’s recommendations were not just theoretical but actionable. They partnered closely with Fulcrum's leadership to implement these strategies, ensuring that the transition was smooth and that the Fulcrum team could embrace and adapt to these changes with minimal disruption. Key initiatives included the integration of technology solutions, the introduction of best practices in project management, and the establishment of methodologies and processes that supported better ways of working.

THE VALUE

Through Lift Group’s operational leadership, Fulcrum Group has seen enhanced efficiency, broad adoption of systems and processes, increased time and focus for the entire team to focus on big picture initiatives, and readiness for scale. Freed from the constraints of daily operational tasks, Ian Hameroff, Fulcrum’s Founder & CEO, can now redirect his focus towards strategic growth and business development.  With a robust operational infrastructure in place, Fulcrum is well-positioned to continue to scale its business confidently, without operational bottlenecks.

The collaboration between Fulcrum Group and Lift Group serves as a testament to the transformative power of strategic operations leadership – “with Lift Group’s help, I was able to turn my full attention to the high-impact outcomes we deliver our clients without fear of tasks slipping through the cracks or expectations not being met.” says Hameroff.

This partnership underscores the critical role of operations in supporting business scalability and the value of expert guidance in navigating the complexities of growth.