ENGAGEMENT Examples

Doctor - Patient Translation Service Startup Growth

We developed and implemented a scalable sales process and infrastructure; the client sales funnel was also initiated and grown. Through customer interviews we identified and addressed key gaps in the client’s value proposition, service offering and customer experience – all impacting sales growth and customer retention.

Company Sale of Matching-Search Algorithm IP

We identified and ranked 19 possible market segments and prioritized top prospects in 9 segments. Prospects were contacted and managed through the funnel process including both technology evaluation and sale discussions. This resulted in a successful sale of the client’s technology and patent portfolio.

Telecom Consulting Services Company Validating Offerings

We conducted deep interviews of key customers to identify critical customer offering needs, perception gaps and retention issues. Our resulting implementation plan: created more compelling client offerings; improved alignment of client services with customer needs and expectations; increased marketing and sales effectiveness to customer decision makers.

Improving Mortgage Bank Sales Growth

Through interviews with realtor and builder customers we quickly identified client’s unique value to these stakeholders. Our implementation plan identified needed modifications of mortgage banker priority and activities which immediately increased revenue, provided closer customer relationships and improved loan officer effectiveness in meeting customer needs. Changes to client’s loan offerings were also outlined.

Go-To-Market Plan For SMB Services Marketplace Startup

As client prepared for service launch and fundraising, we quickly quantified the initial market segment, developed a targeted prospect list, identified the unique client value proposition and provided a go-to-market plan.