"We finished building our product and we had some initial traction with beta customers. We raised a little less than $1M in seed financing
and we needed to prove out a profitable distribution strategy to justify the model. We had no proven sales strategy. Our close rates were low and our lead volume unpredictable. We were getting worried.
We started working with Nick after hearing about what he did for AdvisorStream. He built out our inside sales funnel, and our lead generation campaigns. The results were great.
Our outbound prospecting lead capture rate went from .5% to 2%,
Our paid cold traffic campaign lead capture rate increase from 4% to 12%,
Our demo booking rate increased from 20% to 40%,
Our demo closing rate went from 10% to 38%.
With the funnel fully built, sales will catch up to our expenses in 6 months or less. This means we can raise serious capital and scale on the backs of real revenue and strong growth.
Whats even more impressive is that Nick has continued to figure out how to lower the CAC. With a fully automated funnel we are now able to confidently close channel deals and send people through the funnel at scale.”
Henry Bee, Founder and CEO @ CoPilot Advisor/Cassia Research