Case Studies

Motion 117 productions

Most of Motion 117’s new business came by word of mouth and referrals and their growth was limited by a lack of a repeatable and scalable sales process. As revenue and new clients were unpredictable, they were forced to take whatever business came their way making it impossible to pursue their vision and goals.

Edlio

After aligning their sales executives with territories, it became apparent that the sales development representative (SDR) team was not well organized. In addition, the SDRs needed training and coaching and overall lacked the organization of a sales engagement technology needed for success.

Lendtrade

LendTrade helps financial institutions simplify and accelerate the process of growing their loan portfolios. They specialize in building secondary market relationships between loan portfolio investors and loan origination companies. In 2018 they were ready to scale their sales team and needed some guidance.