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Client Results
Across more than 100 engagements, C Squared E Advisory has helped B2B software, SaaS, and technology-enabled services companies evaluate markets, improve go-to-market performance, pursue strategic transactions, and prepare for what comes next. These selected engagements show the decisions clients faced, the work undertaken, and the results achieved.
Explore selected results ↓Refocused an underperforming product—helping double sales over the following two years.
Equipped a 60-person sales team to launch a new automation offering and begin generating pipeline.
Helped a computer-peripherals company launch a new cloud offering and complete a strategic acquisition—advancing its transformation beyond a declining core market.
Client: $60 million healthcare IT business
The decision
Leadership needed to determine whether weak sales reflected a flawed product, an immature market, or a lack of focus—and whether the opportunity justified further investment.
How C Squared E helped
C Squared E conducted primary and secondary research to identify the strongest market opportunities and clarify where additional investment was warranted. C Squared E then worked alongside the client over three years to strengthen product strategy, positioning, sales enablement, marketing planning, and go-to-market execution.
The result
Product sales doubled over the following two years. The findings guided additional product and marketing investments, helping the business refocus its efforts around the most promising opportunities.
Client perspective
“Chad played critical strategy and marketing roles for our organization over three years. He earned the respect of everyone across departments and was a catalyst for many new initiatives…” — VP Marketing, $60 million healthcare IT business
Read Client Story →Clients turn to C Squared E when important growth decisions involve uncertain markets, competing priorities, or significant execution risk. These engagements show how direct evidence, practical strategy, and hands-on support have helped technology leaders focus investment, strengthen go-to-market performance, pursue strategic moves, and prepare for what comes next.
Choose where to focus
Global supply chain management software company.
Leadership wanted to determine where AI could solve meaningful warehouse-management problems and justify product investment. C Squared E conducted in-depth interviews and a quantitative survey, then translated the findings into a business plan and roadmap for AI-enabled products. The company gained a defensible framework for prioritizing AI investments and advancing the most promising opportunities.
Choose where to focus
Healthcare predictive analytics company.
The company was considering further investment in a predictive analytics offering but needed an objective view of customer demand and market readiness. C Squared E tested buyer needs, adoption barriers, and the conditions required for the product to gain traction. The research showed that the offering was ahead of the market, helping leadership avoid overcommitting resources before demand had matured.
Define how to win
Healthcare technology and services company.
The company needed to introduce a robotic process automation offering to 3,000 existing customers. C Squared E developed the positioning, competitive tools, core sales pitch, and supporting content while coordinating launch preparation across the organization. By the end of the engagement, the 60-person sales team was fully enabled and generating pipeline.
Make the right strategic moves
$80 million computer-peripherals company.
Facing decline in its core market, the company sought to develop a cloud-based offering and acquire an enterprise software business. C Squared E created the market strategy, positioning, pricing, and business plan, then supported acquisition strategy, due diligence, valuation, and synergy planning. The cloud offering launched with beta customers, and the company completed a strategic software acquisition that advanced its transformation beyond the core hardware market.
Make the right strategic moves
B2B productivity software company.
The owners wanted to assess their strategic alternatives and prepare the business for a potential transaction. C Squared E helped strengthen the company’s market story, articulate its growth opportunities, prepare supporting materials, and engage prospective buyers. The process generated multiple acquisition offers and gave the owners meaningful alternatives to evaluate.
Prepare for what comes next
Healthcare IT consulting firm.
The company wanted to diversify into new verticals and launch products for the first time. Using the Pragmatic Institute framework as a guide, C Squared E helped establish clearer roles, a product-roadmap prioritization process, and an enhanced go-to-market playbook. The company gained a clearer operating model and repeatable processes for pursuing its next stage of growth.
Clients value both the evidence C Squared E brings to important decisions and the judgment, adaptability, and direct involvement Chad brings to the engagement.
“Chad is numbers-driven, as opposed to relying on feelings. It’s great to feel things, but it’s a different thing altogether to support feelings with actual data.”
“Chad can represent the needs of a particular company and be in sync with different leadership styles right from the start. He can be counted on to provide candid and honest opinions, and he was always a trusted advisor.”
“It is never easy to decide what strategic programs and markets we should be investing in—or not investing in. Chad brings us a set of tools and experience that lead us to sound conclusions about our potential funding areas. Chad is a great asset to our team because he allows us to focus on the day-to-day of running the business, while he conducts the research to help us ensure we are ready for what is next in our marketplace.”
The situations may differ, but the need is often the same: clearer evidence, better choices, and practical support for carrying the decision forward. Start with a conversation about the result you need to achieve.
