Problems
Data flow and processes across the entire sales funnel were done manually and took up a lot of valuable time for Jason's team
A disjointed tech stack and the lack of a project management/tasking system made it difficult for Jason's team to keep track of tasks and deliverables
Solutions
We automated data flows and processes including lead qualifying forms, nurture campaigns, and call booking drips.
We built Jason's team an Asana workspace to increase accountability and increase the speed of retrieval of information (key to improving productivity in an organization).
Results
Jason and his team have scaled their lead generation and can now handle and nurture more leads resulting in increased sales
Jason's team is getting back up to FIVE HOURS per week thanks to automations
Tasking and accountability has improved, allowing Jason's team to meet deadlines and action deliverables
If you're an entrepreneur looking to implement a winning technology stack that can help you scale your business and optimize your operations, I highly recommend booking a call with Juan to make it happen.
Juan has an intricate understanding of the systems we used to scale to over $180k/month and has also helped us integrate data and automated processes across marketing, sales, CRM, client fulfillment, and operations.
Juan is friendly and extremely knowledgeable. He is honest in his work and advice. We have seen an increase in our sales target in the first month, so we're excited to see what the future holds for us :).
I will be definitely continuing my working relationship with Juan and would recommend him to others. Thanks again.
Problems
Data flow and processes across the entire sales funnel were done manually and took up a lot of valuable time for Jason's team
A disjointed tech stack and the lack of a project management/tasking system made it difficult for Jason's team to keep track of tasks and deliverables
Solutions
We automated data flows and processes including lead qualifying forms, nurture campaigns, and call booking drips.
We built Jason's team an Asana workspace to increase accountability and increase the speed of retrieval of information (key to improving productivity in an organization).
Results
Jason and his team have scaled their lead generation and can now handle and nurture more leads resulting in increased sales
Jason's team is getting back up to FIVE HOURS per week thanks to automations
Tasking and accountability has improved, allowing Jason's team to meet deadlines and action deliverables
If you're an entrepreneur looking to implement a winning technology stack that can help you scale your business and optimize your operations, I highly recommend booking a call with Juan to make it happen.
Juan has an intricate understanding of the systems we used to scale to over $180k/month and has also helped us integrate data and automated processes across marketing, sales, CRM, client fulfillment, and operations.
Juan is friendly and extremely knowledgeable. He is honest in his work and advice. We have seen an increase in our sales target in the first month, so we're excited to see what the future holds for us :).
I will be definitely continuing my working relationship with Juan and would recommend him to others. Thanks again.
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