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Operational Due Diligence Strengthens Customer Service and Inside Sales for Scalable Growth

Home Security Industry – Private Equity

Customer Experience and Service Delivery

Northridge partnered with a private equity firm to assess and roadmap operational improvements across customer service and inside sales for a growing home security company.

The Challenge

A leading private equity firm engaged Northridge to conduct operational due diligence on a growing home security company’s customer service and inside sales operations.

While the company had experienced rapid growth driven by innovative products and services, operational challenges threatened scalability, including:

  • High employee turnover

  • Inconsistent service levels

  • Manual processes limiting efficiency

  • High volumes of transactional interactions

  • Limited alignment across customer service and inside sales functions

The private equity sponsor required a clear understanding of operational risks and investments needed to support continued growth.

The Strategy

Northridge conducted a comprehensive assessment of the organization’s customer service and inside sales model across people, process, and technology.

The focus included:

  • Benchmarking current customer experience and operational performance against best-in-class standards

  • Evaluating workforce structure, recruiting, and development practices

  • Assessing service level management and Workforce Management capabilities

  • Reviewing inside sales workflows and tiered sales models

  • Identifying productivity constraints driven by manual processes

The objective was to define a prioritized roadmap aligned to scalable growth.

The Execution

Northridge delivered a detailed set of initiatives and recommendations designed to strengthen operational performance and prepare the organization for expansion.

The roadmap focused on:

  • Reducing attrition through enhanced recruiting, career pathing, training, and associate development

  • Improving service levels through structured Workforce Management processes and tools

  • Enhancing inside sales effectiveness through a tiered sales model and optimized workflows

  • Increasing productivity by eliminating manual work drivers and leveraging technology

  • Expanding customer self-service and improving channel effectiveness

The Impact

The engagement provided the private equity sponsor and portfolio leadership team with:

  • Clear visibility into operational strengths and risks

  • A prioritized roadmap for service and sales performance improvement

  • Defined investments required to support scalable growth

  • Structured initiatives across people, process, and technology

The assessment positioned the organization to strengthen customer experience and inside sales performance while enabling long-term expansion.

experience + excellence

Preparing Your Organization for Scalable Growth?

Growth without operational discipline creates risk. A structured assessment can uncover the people, process, and technology investments required to scale with confidence.

Let’s evaluate where operational improvements can unlock sustainable growth.

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Trish.Alcorn

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