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👵 Project 2: Seniors Helping Seniors — Compressed Enterprise Strategy

Testimonials

Lynn loved it!

SOW

to create a useable, viable business development plan for SHS using new, out-of-the-box ideas, deep research of market opportunity and competition, and sound provable data to back up claims.

Location

Northern Connecticut area covering two main territories

Date

Started Oct 30th - completed Nov 2nd 2025

Role

Our role was to create a custom GPT "Trinity" that could do the research, synthesize the data, generate an outline, conduct interviews of key stakeholders, and maximize the activities that worked well, forecasting profits and market share, and produce a final plan of action that provide a specific pathway to increase revenues $450k in 18 months.

Project type

GTP creation, research, web scraping, document creation, training staff, presentation of report.

Summary:
Seniors Helping Seniors needed a comprehensive business development strategy. Typically a 12–18 week deliverable, we delivered it in under 4 days using AI-powered research, analysis, and writing.

Key Highlights:

-- 50 Pages of Primary Research: Market trends, competitive benchmarking, pricing models, and customer segmentation.

-- 15-Page Executive Strategy Document: Custom-designed, visually branded plan tailored for board-level presentation.

-- Speed & Precision: From intake to final delivery in 96 hours.

-- Outcome: Immediate client approval and internal adoption—zero revisions requested.

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