Case studies

Fractional CFO firm

STAXX

roughly doubledShow rate roughly doubled (30% to 65% and up)doubled in a single monthBusiness doubled in a single month

Dylan was the whole sales function. He took every call himself and tracked deals in a basic setup, with no real way to see where things were slipping. Paid ads were about to turn on, and it wasn't going to hold.

We moved the business onto a proper sales system with clear pipeline stages and follow-up that runs itself, then wired the ads and sign-up flow straight into it so every lead reaches the right rep at the right time.

Result

The show rate roughly doubled, from about 30% to a steady 65% and up. The business doubled in a single month, Dylan went from the only rep to running a team, and the client base grew close to threefold.

I don't think we'd be where we're at without a lot of the stuff you helped us with.

Dylan Hendrickson, Co-founder, STAXX
The sales activity dashboard built for STAXX, showing calls booked, show rate, offers made and deals closed

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