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Selected Case Studies

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$10M NYC-based professional services firm supporting financial services industry

Services: Sales Team Management, CEO Advisory, Sales Training

Accelerated revenue growth and client acquisition by full management of sales team including strategic planning, staffing, day-to-day management, developing prospecting campaigns, quotas, and compensation programs. Advised CEO on sales, marketing, strategic planning, operations, and client service.

(multi-year, multi-engagement client

Full-service technology support and systems integration company

Services: Sales Management, Sales Training, Prospecting

Revamped sales and prospecting activity resulting in 50% increase in lead generation and deal closings. Performed comprehensive assessment of prospecting and lead generation activity. Developed and executed prospecting and lead generation strategies and campaigns. Created prospecting process, prospect lists, profiles, playbooks, scripts, and presentations. 

(multi-year, multi-engagement client, client referral)

Building Services Company

Services: Sale of established local building services company 

Represented the retiring owner in sale of business to regional building services firm conducting several acquisitions in the region. Negotiated all deal terms, owner earnout and compensation structure. Orchestrated accelerated deal closing coordinating all interested parties, legal counsel, and investors. 

$20M Provider of premium branded products & solutions to corporate & collegiate marketplace

Services: Sales Training and Coaching

Conducted several on-site training workshops aimed at increasing lead generation and sales effectiveness. Developed custom prospecting tactics based on prospect profiles and buying process/cycles.

(multi-year, multi-engagement client, client referral)

Advertising and Content Agency

Services: Sales Training and Clients Communications

Trained entire staff on increasing sales and communication effectiveness with prospects and clients. Supporting client's double-digit annual revenue growth.. 

(multi-year, multi-engagement client, client referral)

Professional Services Company

Services: CEO Advisory, Sales Management, Prospecting & Lead Generation

Developed and executed go-to-market sales and prospecting campaigns. Developed sales presentations, scripts, and communications plan. Increased qualified lead generation and in-person prospect meetings by over 100%. (Multi-engagement client, client referral). 

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