Three engagements, anonymized.

The Situation

A fifteen-person brand agency in its eleventh year. Revenue was strong but lumpy: two anchor clients drove sixty percent of fees, and the founder was the firm’s only seller. New work arrived via referral, then disappeared in the months between projects.

What Privvy Did

• A pricing architecture that converted project work into retained quarterly engagements.
• A proposal language that closed at higher fees with shorter cycles.
• A pipeline cadence that did not require the founder in every conversation.
• A retention model with quarterly client reviews and explicit renewal moments.

The Result

Within twelve weeks, retained revenue grew from twenty-eight to fifty-one percent of the book. The founder went from running every active sale to closing the final ten percent of the deals that mattered most.

The Situation

A twelve-year-old strategy studio led by two founding partners. The firm was admired in its market but financially fragile: utilization swung quarter to quarter, the partners were the only senior voice on every account, and a planned sabbatical had been delayed three times.

What Privvy Did

• An org redesign with a second-line leadership tier and explicit decision rights.
• A delivery scorecard tracking margin, utilization, and account health weekly.
• A senior-hire profile, a comp model, and the brief that brought them in.
• An advisory cadence to support the partner stepping back into the chair.

The Result

The senior partner took the long-postponed sabbatical in month nine. Utilization stabilized within ten points of target. Margin improved seven points without reducing fees or headcount.

The Situation

A boutique digital consultancy of nine people. The founder was both the rainmaker and the head of delivery. Pipeline existed only inside the founder’s head; the team had no visibility into what was coming or when.

What Privvy Did

• A pipeline architecture, with a CRM cadence the team owned.
• A discovery and qualification rhythm the senior consultants ran.
• A pricing tier that gave the firm a smaller, faster front door without diluting fees.
• A weekly pipeline meeting with named owners and decision points.

The Result

Pipeline visibility moved from one mind to a shared system within six weeks. Two senior consultants closed their first six-figure engagements without the founder in the room.