Memorable Green Advisory  /  Case Studies

Selected
engagements.

A representative sample of operating engagements from the leadership of Memorable Green Advisory, from a custom platform build in progress today to residential solar, specialty retail, branded consumer goods, channel launch, franchise systems, and venue operations.

"No one person has contributed more to this organization in my time here than Chris Garner."

Former Senior VP of Sales · national enterprise

Identities are withheld for privacy unless the client has agreed to be named. Recommendations and figures reflect actual engagements and results.

Monarc Collective is a home improvement company in Massachusetts focused on windows and roofing. Its sales operation ran the way most contractors' do: a rented CRM set up by an implementation partner, a separate canvassing app for the door-knockers, an e-signature service for contracts, commissions worked out by hand, and spreadsheets, paper or email for everything in between. None of it talked to the others, and each one was a monthly bill. The CRM renewal was weeks away. The team lives on phones in trucks, and the tools were built for a desk. The owners wanted one system they would own outright, shaped around how their business actually runs, instead of another year of subscriptions shaped around a vendor.

Memorable Green designed and built Monarc a single, standalone platform from a blank page, and moved the business onto it. Customer and appointment history came over from the old CRM, the job and contract records came in from the files that held them, and the subscriptions were canceled. The system went live in August 2026, eighteen days from the first line of code, and Monarc was off the old CRM before its renewal date.

The structural decision was made on day one: every operation is built as a clean, callable piece, so later phases wrap what already exists instead of rebuilding it. The code and the data are Monarc's, transferring to them outright rather than rented back.

CRMLeads, customers, jobs and the full history of every visit, in one record
Appointment dispatchOffers the visit to the right rep by territory, with the canvasser and the closer both credited
Field mapLive rep location and drive times, with a record that the rep was actually at the door
QuotingPrice books for every product line, discounts and incentives, priced in the home
Contracts and e-signaturePage-by-page signing inside the app, change orders included, compliant with state cancellation rules
Commissions and payEvery rep's pay calculated at the point of sale, per pay period, ready for payroll
Automated customer emailConfirmations, reminders and opt-in handled automatically, with every schedule change sent the moment it happens
Brochures in the quoteProduct brochures travel with the quote, so the homeowner gets the pitch and the price together
Weather alertsCrews and customers warned ahead of weather that would move an installation
Homeowner portalThe customer sees their quote, contract, schedule and messages in one place
Project scheduleEvery sold job on a timeline, with the foreman alerted when a job starts or moves
MessagingStaff inbox, customer thread and notifications in one message center
Document libraryEmployee agreements, company documents and signed contracts, filed automatically
Command centerRevenue, cash, receivables and payables on one screen for the owners
Leaderboard and insightsRep performance, demo rates and a running total of everything since launch
Compliance built inConsent captured and stored on every lead, with every action stamped by who did it
Installs to the phoneRuns as an app on every rep's phone, with role-scoped guides for admins, sales and lead generators

What it replaces. The subscriptions a contractor of this size typically stacks up and pays for separately: a CRM of the HubSpot or JobNimbus kind, a canvassing app of the SalesRabbit or SPOTIO kind, an e-signature service of the DocuSign or PandaDoc kind, a quoting tool of the Leap kind, and the spreadsheets and email threads that fill the gaps between them. Monarc canceled its CRM, its canvassing app and its e-signature service. Nothing on the list above is a separate subscription.

Phase one is complete and in daily use. Phases two through four are in progress: workflow automations and customer texting, field and territory tools for the lead generators, recruiting and onboarding, and finally a conversational layer that lets the team run the business by talking to it. This is a live engagement. The results below are the ones in hand today, and this page will be updated as each phase lands.

After phase one alone, the system had already paid for its own build cost, before phases two, three and four had even started.

Monarc Collective leadership · reported on a reference call, September 2026

Outcome so far
  • Build cost recovered after phase one, in the client's own assessment, with three phases still to come
  • Live in eighteen days from a blank page, and off the rented CRM before its renewal
  • CRM, canvassing app and e-signature subscriptions canceled; seventeen jobs that would otherwise be separate tools, in one system the client owns
  • Built as callable operations from day one, so each later phase extends the platform rather than replacing it

A privately-held residential solar installer operating across the US Northeast, strong technical reputation, growing pipeline, but with a sales and operating infrastructure built for a smaller version of itself. The market was inflecting fast. Competitors were either professionalizing or being acquired. The owners needed to scale revenue and headcount aggressively without sacrificing service quality or culture.

Joined as a District Manager and built the playbook for repeatable, geography-by-geography market entry, sales process, manager scorecards, recruiting funnel, compensation architecture, CRM discipline, and the daily operating cadence that turned a regional team into a national one. Six successive promotions over eight years reflected the layering of responsibility: District → Regional → Divisional → Corporate Vice President in 2022.

The core insight was structural rather than tactical. The company didn't need better closers, it needed the organizational scaffolding that let good people do their best work without burning out. We installed it, then scaled it.

During the pandemic, the operating environment shifted overnight. The decision was made to lay off 350 people, one of the hardest operating moves of the career, executed with the dignity the team deserved. As demand returned, the team was rebuilt organically from the ground up to 550+ people, stronger than before the contraction. That cycle, collapse, hold the culture, rebuild, became the proof point for the operating system itself.

In 2024, took on a second Corporate VP role to launch a new business unit: a roofing pilot program inside the parent solar enterprise. The team built and led during that pilot achieved two notable outcomes, leading the company in self-generated roofing sales, and delivering an average sale price more than 200% of the company average. The pilot validated both the channel economics and the operating playbook for adjacent-category expansion.

Outcome
  • $670M per year in revenue growth across six consecutive years
  • Team scaled organically to 500+ people under direct leadership
  • Promoted to Corporate Vice President in 2022 after six successive promotions
  • Managed 350-person layoff during COVID; rebuilt to 550+ team through recovery
  • Inaugural recipient of the Persistence Award (2023)
  • Roofing pilot: #1 in company self-generated sales and 200%+ of average ASP

An entrepreneurial bet on a regional residential market underserved by reliable, design-led contracting. Most local competitors operated as one- or two-person shops with no formal sales process, no service-level commitments, and no brand presence beyond a yard sign. The opportunity was to professionalize an entire category, installing the systems homeowners actually want from any other service business.

Built a design-build firm around the discipline of consistent, repeatable customer experience: standardized intake, transparent pricing, written timelines, and post-job follow-up. Marketing investment routed through digital channels years before competitors caught on. Sales process owned and run by the founder until the team was strong enough to inherit it intact.

Service-quality ratings became the engine. As reviews accumulated, lead acquisition cost dropped while close rate climbed. By year three, the firm was operating on a referral-and-review flywheel rather than paid advertising, the most defensible position in residential services.

Outcome
  • Grew to approximately $2M in annual revenue as an owner-operator
  • ServiceMagic award recipient for service quality
  • Built a referral-and-review-driven acquisition model that outpaced regional competitors
  • Became the operating template for later residential ventures

A specialty home-services category, a small, fragmented market where every operator was effectively a sole proprietor running on word-of-mouth. No brand existed at the regional level. No franchise template existed at all. The thesis: package the work into a repeatable, brandable, franchisable system, then prove it in a single market before expanding.

Built two parallel pieces. First, a standardized service delivery system, pricing, scheduling, technician training, and quality control. Second, the franchise pilot architecture, operating manuals, brand guidelines, territory mapping, and the unit economics that would make a prospective franchisee say yes.

The customer-facing brand was deliberately designed to look bigger than the operation behind it. Lead generation ran through digital channels with category-specific positioning that competitors had ignored entirely.

Outcome
  • Approximately $1M in revenue within the pilot operating window
  • HomeAdvisor award recipient for service quality
  • Franchise pilot operating template developed and validated in-market
  • Brand and operating system positioned for replication

A regional solar firm was selected to launch Dow Powerhouse, Dow Chemical's integrated solar shingle product, in the Massachusetts market. The manufacturer had global reach, but the launch depended on a regional channel partner capable of building installer awareness, contractor training, and end-customer demand from a standing start.

Engaged as the sales leader for the launch. Built the field motion across three constituencies: roofers (who needed to be trained on a new shingle category), solar installers (who needed to understand the integrated product economics), and homeowners (who needed to be educated on what they were buying).

The launch playbook required cross-functional coordination, manufacturer marketing, contractor training, certified-installer onboarding, and consumer-facing demand generation, running in parallel rather than in sequence.

Outcome
  • Successful launch of an integrated solar building product in a new state market
  • Established installer and contractor channel infrastructure for the manufacturer
  • Operating template later applied across other Northeast markets

A historic regional ski venue with strong brand equity but declining event programming. The skiway had hosted notable events over its multi-decade history, but attendance and revenue had been on a slow downward trajectory. Leadership needed someone who could operate at programming speed, not committee speed.

In the second week of the engagement, identified an opportunity to assemble and deliver a large-format event the venue had not attempted in its modern history. Coordinated sponsorship, programming, logistics, marketing, and on-site operations on a compressed timeline, by treating it as a single integrated operating problem rather than a coordination exercise across departments.

Outcome
  • Delivered the largest event in the venue's 50-year history
  • Set the operating benchmark for subsequent programming
  • Validated the principle that speed-of-execution is a structural advantage, not a personality trait

A specialty tobacco operator entering a national growth phase during the late-1990s cigar boom. The business had a quality product and an established regional footprint, but no systems infrastructure to support multi-state operations and no media presence beyond word-of-mouth.

Took on a senior operating role at nineteen years old, the youngest executive in the industry. Three things ran in parallel:

i. The technology. Designed and built a custom single-stack inventory and operations database in 1997, when most competitors were still running on spreadsheets and paper. The system let the business scale across state lines without losing visibility into what was selling, where, and at what margin.

ii. The media play. Negotiated approximately $75,000 in advertising in Playboy magazine via a quid-pro-quo marketing deal, securing premium consumer-market reach for a fraction of book rate. Became a regular industry editorialist and published voice in the trade press, building category authority while still under twenty.

iii. The expansion. Took the brand from a regional footprint into thirteen states and doubled sales in eighteen months, then handed off the system and departed for university.

Outcome
  • Sales doubled in 18 months
  • 13-state operating footprint established from a regional base
  • $75K in Playboy advertising secured through quid-pro-quo media negotiation
  • Custom single-stack operations database built (1997)
  • Youngest published editorialist in the specialty tobacco industry at the time

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