Helped them strengthen their go to market approach with effective retargeting campaign. Recovered over 250 lost clients in one quarter equating to over $400K in recovered contract value
Read more →HVAC Company – Worked with owner and controller to develop a more robust financial planning model as well as standardizing their accounting reports. Automated much of this reporting to help them focus on their core business.
Read more →Developed a new onboarding process and program for new customers. Helped them develop templates for several verticals to allow them to scale their sales efforts.
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