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Leveraging strategy. Accelerating growth.
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Our Work

Our clients are companies like yours that like strategy, like being strategic, and leverage strategy to accelerate growth.  As they get clear, get focused, and get aligned, they get it done.

Companies seeking faster growth typically have many options.   But what’s the best path forward?    We help our clients figure that out – and they take it from there.

As a leading automated tarp-system manufacturer, Roll-Rite used Shepherd’s market analysis and Voice of Customer insights to reposition its go-to-market strategy for the agricultural sector.  It worked, and agriculture quickly became a major market for the company. 


Over two strategic planning cycles,  the Roll-Rite team then developed and successfully executed a national game plan that doubled growth in five years. 

"This project gave us confidence to take some bold moves, which we had talked about but never acted upon."


Roll Rite

The Shepherd team helped us strategize, secure resources, and find new customers.


KTM Industries is a specialty bio-packaging company that struggled with flat growth for many years, trying to sell to many customers that were enthusiastic but did not cut purchase orders. 


Shepherd’s market analysis, voice of customer insights and strategic positioning support was critical to KTM’s pivot from a material technology company selling to many large markets, to an integrated green packing company focused on the smaller and rapidly growing high-end/organic food/wine market.  Since this pivot, revenues have grown more than 5x and KTM now has a second production facility on the West Coast.   


STEWART Industries provided sub-assembly and quality control services for the automotive industry and wanted to  diversify into adjacent markets to increase revenues and to better leverage the core business.  Shepherd’s market research and go-to-market business plan launched STEWART Industries into its next phase of growth. 


It had orders immediately and the business has grown steadily. Just as importantly, the new offering added new value to the core business, and helped to transform the company’s culture to one that is dynamic and entrepreneurial.  Today, STEWART Industries is growing more diverse and more resilient than ever. 


"It is the kind of roadmap that we needed in going forward."


Resource Recycling Systems (RRS) is a national consulting firm that wished to double revenues, primarily through improving its ability to "harvest" new opportunities. They wanted to better understand how RRS acquired customers and how to increase conversion rates, closing rates, and average customer sales.


With Shepherd Advisors' research and strategic recommendations, RRS revamped how they target and engage clients, and is now doubling sales ahead of projections.  Shepherd Advisors provided RRS with critical insights and frameworks they then used adjust marketing and sales priorities and processes. They wanted to significantly improve the “seller” side of their seller-doer culture – and they did.


A specialty anodizer of anodized aluminum coils and sheet, Lorin Industries sells into a variety of industries. Constantly looking for new market opportunities to diversify and grow, Lorin has leveraged Shepherd’s strategy, voice of customer and market research offerings to become much clearer about market opportunities that do - and that do not – make sense. 


In the process, Lorin doubled down on the architectural/building sector, built up share in other industries, and shifted its overall market focus from distribution centric to end market centric.  As a result, Lorin is more profitable, more resilient, and enjoys strong customer engagement and loyalty. 


 “The Shepherd team makes a real difference in enabling us to define and optimize our marketing strategy and programs.  They deliver key insights and critical thinking essential to driving sales and marketing efficacy.”

Director, Corporate Marketing

A publicly traded international environmental services firm that provides a wide range of hazardous waste disposal, management and reduction services has utilized our full spectrum of strategy, voice of customer and market research services to accelerate growth of key service lines. 


As we examined multiple opportunities, the company chose to drop some and invest more in others.  The resulting go-to-market strategies improved competitive positioning, marketing, and sales success, and reinforced leaderships' strategic acumen.    

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