We created the long-term strategy for a home services financing provider
Vision
A PE-backed home services financing provider, facing slow growth and expiring customer contracts, needed a strategy to reduce churn and drive long-term growth
Work
We conducted extensive primary and secondary research to evaluate the market and identify the best areas for growth
MARKET SIZING to determine client share and market opportunity
STAKEHOLDER INTERVIEWS to contextualize the business and synthesize hypotheses
INTERNAL DATA ANALYSIS to evaluate renewal rates, overhold risk and channel performance
DEALER INTERVIEWS AND SURVEY to identify opportunities to better support our partners
CUSTOMER SURVEY to assess how we can enhance customer experience and meet their needs
FINANCIAL MODELLING to quantify baseline growth and revenue potential from key initiatives
Results
We outlined strategies to boost renewal engagement and strengthen customer relationships.
We developed a dealer strategy that prioritizes partners where we have a stronger opportunity to win.
We quantified baseline growth at ~5% and estimated $20M in incremental revenue opportunity through core initiatives.
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