Client: Mid-market financial services firm (U.S.)
Challenge
When my client expanded into mobility services, they had the right assets, a brand-new fleet of wheelchair-accessible vehicles, but no clear plan for getting them into the market. They lacked a go-to-market strategy, didn’t know which customer segments to prioritize, and had no regional focus. Without direction, the risk of wasted investment was high.
Solution
I rolled up my sleeves and started with the basics: research. I mapped out regions with the most significant demand for accessible transportation. I broke down the potential customer base into clear segments, from healthcare providers to assisted-living communities to private caregivers. To make sure we weren’t just guessing, I also performed a complete SWOT analysis to identify what advantages we could lean on and where the competitive risks might be. From there, I crafted a step-by-step launch plan with targeted messaging and channel recommendations designed to connect directly with the people who needed the service most.
Outcome
The client went from standing still to moving with momentum. Within the first quarter of launch, qualified inquiries jumped by 40%, and the business had a clear, focused strategy to expand in three high-potential metro areas. What started as uncertainty quickly turned into a growth path built on data, strategy, and real customer demand.