A business that runs on systems, not the founder's time: a documented BD and sales process the team runs itself, lead generation up more than 25%, and a CRM migration that lifted both retention and customer ratings. Real visibility on the funnel through the AI monitoring program and its management dashboard, in place of a recurring CRM licence, and video campaigns driving the pipeline. The CEO freed to keep growing the company.
Scale the operational and marketing engine of a growing trading-education business so the CEO could stay focused on growth. That meant a business development and sales process that ran without him, and proper visibility on lead generation and sales conversion.
Developed the business development motion and the sales process behind it, then built and scaled the wider sales and marketing operation around them. Built an AI monitoring program across ad spend, user acquisition and sales conversion, and an in-house dashboard that put it in front of the CEO and CMO in real time, replacing the CRM licence they had been paying for. Managed the migration onto it. Led marketing strategy and the implementation of video campaigns.
A business that runs on systems, not the founder's time: a documented BD and sales process the team runs itself, lead generation up more than 25%, and a CRM migration that lifted both retention and customer ratings. Real visibility on the funnel through the AI monitoring program and its management dashboard, in place of a recurring CRM licence, and video campaigns driving the pipeline. The CEO freed to keep growing the company.
The scorecard runs your business through the same four dimensions, in five minutes, free. I'll have read your result before we speak.