Case Studies

At Fortis, we don’t theorize—we install systems that deliver results. Here’s how mid-market companies broke through growth ceilings, scaled pipelines, and transformed culture with the Fortis Revenue Operating System.

1.

From $700k to $12M Pipeline

Client: Regional Subcontractor (Confidential)
Industry: Construction / Commercial Contracting

The Challenge

A regional subcontractor was stuck at $700k in commercial pipeline. Growth depended on personal hustle, with no structured bidding process, weak CRM visibility, and inconsistent operational practices.

The Fortis Approach

  • Rebuilt the company’s Revenue Operating System from the ground up.

  • Introduced structured bidding processes to increase close rates and protect margins.

  • Implemented automated systems for lead tracking, quoting, and project visibility.

  • Standardized operations to enhance cross-team coordination and efficiency.

  • Authored role-specific job descriptions to support recruitment and onboarding.

The Results

  • Pipeline grew 1,400% — from $700k to $12M in 18 months.

  • Hundreds of contracts negotiated and executed, many six figures+.

  • Thousands of units sold and installed nationwide.

  • Significant reduction in operational risk.

Testimonial:

“Our commercial pipeline jumped 1,400% after Fortis rebuilt our Revenue Operating System.”
— Director, Regional Subcontractor

2.

200% Sales Growth in Building Supplies

Client: National Building Supply Company (ABC Supply Co.)
Industry: Distribution / B2B Sales

The Challenge

Sales reps at a national building supplies company were hitting a ceiling. Despite a strong brand, reps lacked structure in prospecting, lead generation, and account management. Management wanted accountability systems that could scale across multiple territories.

The Fortis Approach

  • Built a customized Revenue Operating System for the sales team.

  • Deployed lead generation funnels and a structured CRM workflow.

  • Coached managers and sales reps on high-probability outreach strategies.

  • Installed referral and funnel enablement tools to keep reps full of warm opportunities.

  • Created performance dashboards to reinforce accountability.

The Results

  • 200% increase in sales performance.

  • Sales leaders gained clarity on target customers and pipeline growth.

  • Managers adopted training and accountability cadences that scaled nationally.

Testimonial:

“I explained my current situation, target customers, and upcoming goals and they knocked it out of the park. I had no idea how much I was missing and the opportunities I was leaving on the table, but I’m very excited to see what the future holds with Fortis’ help!”
— Sales Leader, ABC Supply Co.

3.

Cultural Transformation for 300+ Employees

Client: Niagara County Produce
Industry: Grocery / Multi-Location Retail

The Challenge

A $20M+ retailer with 300 employees was struggling with turnover, manager disengagement, and employee churn. Despite strong brand presence, cultural cracks were eroding performance and retention.

The Fortis Approach

  • Led a multi-phase Cultural Transformation program across all locations.

  • Designed and rolled out a manager training curriculum.

  • Produced a company-wide culture video to align employees on values.

  • Deployed internal surveys, visual dashboards, and communication rollouts.

  • Established a recognition system and profit-sharing frameworks to reinforce buy-in.

The Results

  • Stabilized leadership and retained top performers.

  • Dramatically reduced turnover, saving millions in hidden costs.

  • Strengthened morale, alignment, and long-term employee retention.

Testimonial:

“Working with Fortis was one of the best decisions for our company. They crafted our Cultural Transformation in a way that excited and inspired both our Managers and Employees alike. We are thrilled with the results and would 100% recommend Fortis Consulting!”
— Jody Chesko, President, Niagara County Produce

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