Case Studies

Real results from real partnerships. See how we've helped businesses scale their sales and operations.

Combined Impact

$20.7M+
Total Value Generated
20,000+
Appointments Booked
4
Programs Delivered
76+ mo
Total Delivery Duration
18 months

Publicly Listed Fintech

Location Acquisition Program

Value Generated: ~$16.0M
~400
Locations Closed
~400%
Engagement Growth
5x
Expansion in First 90 Days

Challenge

Client needed a repeatable location pipeline that could move prospects from initial identification to closed locations without slipping follow-ups or policy requirements.

Solution

Designed a structured outreach and follow-up cadence, executed client policies consistently, created reporting for pipeline health, and operated with weekly performance reviews.

Result

Delivered a scalable playbook the client could continue using for ongoing expansion.

~24 months

Top Real Estate Recruiting Platform

Agent Switching Outreach Engine

Value Generated: $672K-$768K
7-8
Agents Team Size
70-80
Appts/Month Per Agent
60-70%
Show Rate

Challenge

Maintain high daily activity without sacrificing qualification quality. Create a predictable appointment engine leadership could scale with clear reporting.

Solution

Built the team end-to-end: recruiting, onboarding, training, QA, and performance management. Implemented daily operating systems with call targets and coaching loops.

Result

Estimated 11,760 to 15,360 booked appointments over the engagement period.

~16 months

New Jersey Flooring Company

Built and Managed a Sales Team

Value Generated: ~$3.2M
$200K
Avg. Monthly Revenue
~$3.2M
Total Revenue
Consistent
Team Performance

Challenge

Build a sales team quickly while keeping performance accountable. Ensure consistent follow-up so leads did not leak from the pipeline.

Solution

Recruited and onboarded sales talent, delivered training, coaching, and performance management. Implemented follow-up discipline and supported reporting.

Result

Sales team averaged approximately $200,000 per month in revenue with improved operational clarity.

~18 months

AI SaaS Company

Shown Demos to Conversions

Value Generated: ~$864K
180
Total Shown Demos
~20%
Conversion Rate
36
New Clients

Challenge

Generate consistent demo volume—and ensure demos were attended. Maintain weekly visibility on pipeline health, show rates, and conversion performance.

Solution

Built an outreach and follow-up system optimized for shown demos. Ran weekly meetings and reporting to monitor show rates and conversion-to-customer.

Result

Average output of 10 shown demos per month with 20% conversion to new customers.

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