Margin, Scale, and Retention During Integrations

A B2B Collaborative Multi-Modal Intensive Featuring David Grissom

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Executive Summary and Audio Trailer
14:49
 

David A. Grissom is a hands-on operator with more than 25 years of execution leadership inside complex, high-growth, and highly regulated businesses.

He works where performance quietly starts to break — at the intersection of Sales, Customer Experience, Order Management, Sales Operations, and Technology — the operational middle most companies underestimate until it starts costing them margin, momentum, and credibility.

David partners primarily with private equity-backed operators, founders, and commercial leaders who need to stabilize performance, protect margin, and scale without adding unnecessary complexity.

He has supported organizations across Consumer Products, Medical Device, and Life Sciences, serving customers such as Walmart, Target, Amazon, Dick’s Sporting Goods, Costco, Pfizer, Eli Lilly, Ionis, Johns Hopkins, and Boston Children’s Hospital — as well as private ownership navigating integrations, ERP transitions, product launches, and rapid growth phases.

His reputation was built in moments where the stakes were high:

Post-acquisition integrations

Commercial product launches

ERP and CRM implementations

Scaling environments where demand outpaced structure

Regulated markets where execution mistakes are expensive

David’s philosophy is simple: stabilize execution first.

He repairs broken ownership models, cleans contaminated data, simplifies bloated workflows, and restores clarity before layering in automation or AI. Because when execution is unstable, speed only accelerates the damage.

This isn’t theory — it’s execution.

Over his career, David has:

Simplified 400+ step value streams, removing 25%+ non-value-added work

Cut operational lead times by 50%

Reduced quote-to-cash cycles from days to hours

Improved forecast accuracy by 15% within 60 days

Increased OTIF from 60% to 95% in six months

Strengthened EBITDA, retention, and cash flow

Implemented and re-engineered ERP and CRM systems aligned to how teams actually work

His teams have delivered millions in measurable impact by fixing the process, data, and accountability gaps that technology alone never solves — often in situations where confidence was eroding and leadership needed clarity fast.

He is the creator of the “Fix the Middle” framework and practical Operator Playbooks used to stabilize and align commercial operations before scaling or AI adoption.

Through these audio casts, David shares real-world lessons from inside those pressure-filled moments — where leadership expectations are high, uncertainty is real, and fixing the middle makes the difference between scale and stall.

 

“David has a way of turning office chaos into a system that actually works. He helped us organize our lead data, clean up how inbound requests were being handled, and introduced an AI tool to help us automatically sort and qualify new leads. It freed up a lot of time for my team to focus on closing business instead of managing spreadsheets and emails.”
— Robert, Insurance Agency Owner

 

“David brings a rare combination of clear communication, calm leadership, and operational insight. Even while managing expanding responsibilities with limited resources, he consistently led his team with focus and purpose while guiding complex cross-functional initiatives.”
— Brandt, Information Technology Leader

“David transformed our customer experience organization and processes to become far more efficient while always keeping the customer’s interests first. He led major initiatives across functions, provided valuable insight to the executive leadership team, and consistently delivered results through diverse teams.”
— James, Director of Administration