We help newly funded businesses identify and establish scalable, customer-centric processes that drive revenue.

Today's question: Which came first the customers or the sales hire?

As a new business you have finite resources at your disposal. How will you allocate your seed capital? For a full time sales hire at the expense of paying yourself? Maybe for marketing resources to attract, acquire and nurture new leads at the expense of account management?

Let us help you create and manage revenue processes to fuel your growth

Automating lead capture and attribution across multiple channels

How well do you know which marketing channels are driving the most traffic to your business?

We can help you capture leads understand whether they first came to your business from ppc, social media, email, phone, conferences, partners or search.

Automating lead qualification, scoring and follow-up

Are you following up with the people most likely to become customers?

Studies show you should be following up with leads within 30 minutes or less.

We can help you to focus your time on following up with the leads ready to buy, while ensuring other leads are properly followed up with a positive experience to guide them until they are ready to buy.

Establishing inbound sales workflows and related content

When prospects come looking for information how are you providing that information and are you engaging them to ensure they have everything they need for their decision?

We can help you put in place the inbound sales workflows to engage, qualify and disqualify, and nurture each person that contacts your business.

Standardizing outbound sales demos, term sheets and closing documents

Are you sharing a consistent story with every customer you pitch?

We can help you optimize your sales story and related demos, while relaying that into templated proposals and term sheets that help you scale your sales processes.

Refining Customer messaging through conversations

Are your sales conversations feeding back into your marketing efforts to improve your messaging?

We can help you engage with customers and extract their feedback to improve customer messaging.

Establishing Customer-supporting knowledge base and related support workflows

Are you providing customer support or are you helping your customers be successful?

Let us help you turn customer questions into opportunities for positive social-proof and into content for driving new sales.

Establishing a 360-degree view of Customers for Marketing, Sales and Customer Success

Let us help you establish a single view of your customer using leading CRM tools.

Designing and creating investor documents to support fundraising

Are you effectively communicating the impact of your revenue strategies and results on your projected valuation and growth?

Let us help you create investor communications related to your go-to-market plans that will help you with your next raise.

We have been helping customers manage revenue growth for over 15 years

Example Client Projects

Inbound Lead Capture and Sales Automation

A new Toronto-based coliving community needed to automate the acquisition, qualification and registration of new members.

Ensuring 90% occupancy in a member-based housing network requires a continuous flow of new leads, each ready to find a new place to live and who understands the difference between coliving and renting.

We automated an end-to-end process for lead capture, scoring, qualification, background check and payment of new member deposits.

Competing with the rental market, some of the best lead sources for coliving come from ads posted on listing sites, Facebook and Instagram. Because the 20+ listing sites did not integrate directly with the client’s HubSpot CRM, we used Zapier to automatically move these ad leads (sent to a dedicated Gmail account) into HubSpot. We then use the CRM to send automated follow up emails within minutes of the initial inquiry. In those emails explainer videos powered by Vidyard provided education about the coliving advantage. Leads interested in moving forward with registration were automatically sent an application we scored for their readiness to move into the community. For “move-ready” leads we automated their background checked using Certn. Candidates that “passed” the check were then provided with opportunity to complete their registration and make their deposit payment.

For this small coliving startup inbound automation had big results.

By tracking ad leads into HubSpot were able to reduce advertising costs to just the seven listing sites driving 80% of the leads making it to the member application form stage. Further, the automated processes scored and triaged over 500 leads in the first month, representing a 600% increase over the previous months manual efforts to complete those activities.

Customer and Investor Messaging Assistance

The founder of new Canadian Fintech needed help creating the sales & marketing materials to support sales and investor conversations.

The client, a third time founder, has a fairly extensive network of investors and potential customers. Generating interest in platform and the business story at face-to-face meetings has note been the challenge. Following up on those conversations with requested documents, decks and paperwork was – especially while trying to move the business forward.

We helped the founder to iterate their business messaging while creating a library of sales and investor documents for the team.

To help the client stay on top of the messaging we implemented a free version of HubSpot CRM for the business, incorporating open tracking into email signatures and the website. We used the hyperlinking capabilities of the Google Drive suite of tools to template the presentations and documents. By opening up documents to commenting by “friendly” customer and partner teams, we were able to quickly refine messaging and ensure it was communicating the platform value most effectively.

Having materials available to follow up instantly with interested customers and investors has helped the client complete a Seed capital raise of $500K and execute agreements with a number of customers averaging over $60K per deal.