From Founder-Led to Investor-Ready Strategy Transformation for a Multi-Clinic Healthcare Network
A fast-growing fertility clinic network with $5.7M in revenue and 4 locations had no formal strategy, fragmented operations, and a COVID crisis on the horizon. We built a 5-pillar corporate strategy, executed 30+ strategic initiatives, and positioned the organization for a capital raise — all while navigating a pandemic.
Revenue up 38% YoY5-pillar strategy liveInvestor-ready narrativeTelemedicine in 4 weeks
What they came to us with.
A Canadian fertility clinic network had grown rapidly through acquisition — four locations, $5.7M in revenue, 45 employees, and 46,000 patient files — but was running in founder-led mode without a formal strategy. Each clinic operated independently with inconsistent protocols. The CEO had ambitions to scale to 20 locations and raise growth capital, but couldn't articulate a coherent strategy to investors, the leadership team, or employees. The underlying challenges were structural, not just operational. There was no strategic framework connecting growth, utilization, service expansion, and digitization. No risk management program existed despite operating in a regulated medical environment. Leadership had no shared language for decision-making. Then COVID-19 hit — three months into the engagement — threatening to derail everything.
How the work actually ran.
- 01
Diagnostic phase
Time-boxed diagnostic: 28 interviews across clinical, administrative, and leadership staff combined with multi-site observation. Hypothesis-driven assessment delivered within 6 working days.
- 02
Executive strategy workshops
Facilitated two-day strategy workshops with the executive team: shared vision, SWOT, market sizing, and competitive positioning — producing the organization's first formal strategy document.
- 03
5-pillar framework
Designed pillars covering Expand Network, Maximize Utilization, Increase Share of Wallet, Automate & Digitize, and Build Capability — each with measurable KPIs and quarterly milestones.
- 04
Portfolio governance
Built a 30+ initiative portfolio with ownership, effort, budget, and RAG status tracking. Established portfolio-level project governance and a 7-category risk management framework.
- 05
COVID response + activation
Designed and launched a COVID response strategy in weeks: telemedicine, remote workforce protocols, scheduling optimization, and a company-wide values + strategy launch.
We had the ambition but not the structure. The engagement gave us a strategy our entire team could rally behind, the governance to execute it, and the resilience to grow through COVID. For the first time, we could articulate exactly how we were going to scale — and prove we had the discipline to do it.
Selected. Closed.
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Tell us what you’re facing. We operate from there.
Most first conversations happen on a call within the week. We respond personally within one business day.