Case Studies

CASE STUDY: Founder Pulled in Too Many Directions

How the founder of a mental health app created strategic clarity after 6 years of reactive growth. 

Client Snapshot 

Trish founded a mental health app that uses mentoring to support people recovering from eating disorders and body image challenges. She launched the business in 2020 with limited investment and grew it into a team of six people. Now in its sixth year, the company is on a mission to support 1,200 people. 

The Challenge 

Despite the business’s growth, Trish was exhausted. After giving birth, she was rushed back to hospital with an acute spinal condition that, if left untreated, could have left her paralysed from the waist down. At the same time, she was managing board expectations, overseeing a small operational team, and acting as one of the company’s main revenue generators - all while buried in administrative work. The business had become reactive. Growth was slowing, execution had stalled, and the team lacked alignment. Without intervention, the business risked collapsing under the pressure. 

The Upliftin6 Approach 

Trish shared her strategic documentation with Chris at Upliftin6. After reviewing everything, he conducted a 90-minute strategy call that highlighted where the business was becoming reactive and where key decisions had been delayed. That conversation led to a bigger realisation: the leadership team needed alignment. Chris worked with both the board and operational teams before facilitating a strategy day just outside North West London.  

The day focused on:
- identifying current business limitations
- clarifying what needed to change
- aligning leadership around priorities
- creating a clear 1-3 year vision
- translating that vision into strategic objectives
- building an annual implementation plan

By the end of the day, the business had moved from overwhelm to clarity. 

The Result 

Following the strategy day, Upliftin6 documented every key decision and commitment made. The business now has: 

- a clearly defined strategic direction 
- measurable milestones (OKRs)
- a practical implementation roadmap 
- greater leadership alignment

What had taken six years to build, now has the clarity and alignment needed to scale its impact. 

If you’re constantly firefighting, being pulled in multiple directions, and struggling to grow proactively, it may be time for a strategic reset.

“Great strategy session. Chris worked exceptionally well with all members of the team. It was important for us to develop a shared understanding of our starting point, and the tools he used helped us reach consensus quickly. We ended the day with clarity for the next 12 months and beyond — along with action plans we urgently needed.”

CASE STUDY: Fractured Communication

How a £10M business improved communication and unlocked better performance.

Client Snapshot 

Donny built a fast-growing business over four years, scaling quickly through strong operational systems and outsourced support. Around 80% of the operational team was based in the Philippines, allowing the business to grow efficiently. As the company expanded, high performers were promoted into senior leadership roles and the business quickly shifted from a flat structure to a more hierarchical one. The company was now at 46 staff, generating approximately £10 million in revenue, with high-performing teams consistently hitting incentive targets

The Challenge 

The company’s incentive structure had unintentionally created a culture of quantity over quality. Teams became increasingly siloed and focused on hitting bonuses rather than delivering customer value. 

For example:
- Client service teams prioritised volume over client experience
- Prospectors overlooked key qualification criteria
- Sales teams signed clients who weren’t properly vetted
- Operational teams were forced into reactive firefighting
  
The Upliftin6 Approach 

Chris worked closely with the senior leadership team to map the customer journey and identify where communication breakdowns were occurring. 

This helped clarify:
- what needed to happen at each stage
- which teams needed to communicate
- where accountability was being lost

From there, changes to the operating model was introduced. Teams were asked to redesign engagement points to improve customer value, while leadership introduced clearer communication systems across departments. Formal and informal communication structures were reinforced through company values and expected behaviours.    

The Result 

Within a month: 
- teams were no longer operating in silos
- communication improved across departments
- customer complaints dropped significantly
- sales teams began converting higher-quality prospects
- revenue performance improved through stronger qualification processes

The business moved from fragmented growth to more sustainable scaling. 

If your teams are growing faster than your systems can handle, it may be time to realign how your business communicates and operates. 

You don't need more management - you need operational clarity.

Create clarity today...

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