Real outcomes from executive advisory engagements: leadership frameworks, operating systems, and strategic integrations.

Real outcomes from executive advisory engagements: leadership frameworks, operating systems, and strategic integrations.

Crisis Management & Turnaround

Leadership team in crisis mode needed immediate intervention to prevent company collapse, rebuild operational foundation, and restore investor confidence.

Crisis management and business turnaround session

Project Info

Date:

2023

Date:

2023

Client:

DataServices

Client:

DataServices

Industry:

B2B SaaS

Industry:

B2B SaaS

Stage:

Series B

Stage:

Series B

Format:

Fractional COO (Emergency)

Format:

Fractional COO (Emergency)

Duration:

3 months

Duration:

3 months

Client Context

DataServices Co, a Series B B2B SaaS firm operating in data infrastructure, was facing stalled growth after missing revenue targets for three consecutive quarters. The sudden resignation of the COO created a leadership vacuum at a critical growth stage.

Investor confidence had declined, customer churn was accelerating, and internal leadership relationships had fractured. The board issued a 90-day ultimatum to stabilize performance or consider executive restructuring.

The Challenge

Series B company was imploding. Revenue was flat, leadership team was fractured, and the board was considering replacing the CEO.

The situation:

  • COO had abruptly resigned, creating operational vacuum

  • VP Sales and VP Product weren't speaking to each other

  • Missed revenue targets 3 quarters in a row

  • Customer churn at 35% annually (industry average: 15%)

  • 40% of middle management updating LinkedIn profiles

  • Board had lost confidence—CEO had 90 days to turn it around

This wasn't about optimization—this was about survival.

My Approach

Series B company was imploding. Revenue was flat, leadership team was fractured, and the board was considering replacing the CEO.

The situation:

  • COO had abruptly resigned, creating operational vacuum

  • VP Sales and VP Product weren't speaking to each other

  • Missed revenue targets 3 quarters in a row

  • Customer churn at 35% annually (industry average: 15%)

  • 40% of middle management updating LinkedIn profiles

  • Board had lost confidence—CEO had 90 days to turn it around

This wasn't about optimization—this was about survival.

The Outcome

After 90 days:

Leadership:

  • Leadership team functioning effectively (verified by 360 feedback)

  • VP Sales and VP Product collaborating on joint initiatives

  • CEO regained board confidence

  • Key personnel retention at 95% (flight risk averted)

Operations:

  • Customer churn reduced from 35% to 22% (continuing downward)

  • Revenue stabilized, then showed 12% growth in Q4

  • Sales and product roadmap realigned around customer pain

  • Operational cadence established and working

Culture:

  • Employee engagement improved 30 points in 90 days

  • "Company heading in right direction" score up to 75%

  • LinkedIn activity among leaders dropped to normal levels

  • Renewed sense of possibility and momentum

CEO reflection: "Marcus saved the company. He came in, diagnosed the real problems, and helped us fix them quickly. We're not just surviving—we're positioned to thrive."

Ready to Work Together?

Book a discovery call to explore how executive advisory can help your leadership team move faster and scale smarter.

© 2026 Caliber. All Rights Reserved.

Made By

Ready to Work Together?

Book a discovery call to explore how executive advisory can help your leadership team move faster and scale smarter.

© 2026 Caliber. All Rights Reserved.

Made By

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