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Get More Insights into How Your Business Operates!



We provide game changing services, so your business runs more efficient and profitable. 


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Step 1 

We’ll review your current business goals and how they are tracked. Then, we'll review what KPIs and metrics should be used to track your goals. We'll create a detailed plan for the projects and tasks needed to crush your goals.

Step 2 

We'll do an overall analysis of your company’s current sales pipeline, from a contact’s first interaction all the way to sale, visually mapping out your customer’s complete journey. Our goal is to get your marketing and sales teams working more efficient by optimizing the journey of your prospect. The power of automation and employee accountability dashboards makes it simple to do this. 

Step 3

We'll review how your currently tracking your marketing and employee ROI. Reporting on your data will add another dimension to your marketing and sales efforts, allowing you to create custom dashboards to track your KPIs and team metrics. Get insight into trends and forecasting.

Step 4

We'll review your customers' journey and experience. We have a campaign checklist we can walk through to see which campaigns can add value to you and your customers. Is it easy to communicate with your customers? The more insight you know about your customers, the more you'll know on how to find more customers.

Our Clients Past Issues


Strategy


Do you have a sound business strategy with a employee accountability system in place?


Technology


Are your systems and people built to last, evolve, and produce? Are they efficient and organized?


Reporting



Are you tracking ROI and metrics in excel? Or do you have a tough time accessing your data?

Our Solutions


Strategic Planning


We'll go through a one-page business plan to organize your vision and discover all metrics to track progress towards your goals. Align all departments with your mission and the tasks to accomplish your mission.


 Productivity Review

Compare existing systems to new solutions or discover ideas on how to fully utilize existing technology. Redesign workflows to save time and increase employee productivity.


Advanced Reporting


Real-time Dashboards to track ALL metrics and KPI's. Monitor your marketing spend and ROI. Then drill down to employee productivity and ROI. Easily find areas where your business needs attention or where celebration is needed.


Our Impact (v1)


Reliable Strategic Plan

- Increase team alignment

- Keeping employees accountable


Increased Production

- Increase efficiency

- 100x more follow-up from automation

- Increase customer experience

- Save hours a day (decrease overhead)


Insights

- See what's working & what's not working

- Ability to see Marketing and Employee ROI

- Dashboards to help with seeing trands and forescasting


Dan's Story


Before Johnny

  • Spending > $10k a month on advertising without being able to see ROI
  • Manually resigned new leads
  • Sales team stopped following up with leads after 1 day
  • No insight to team activity and production
  • Missing customer campaigns for reviews, referrals, and up-sells
  • No access to reporting dashboards to view metrics



After 1st Month with Johnny, Dan was able to:

  • See what advertising was working and not working from real-time dashboards
  • Use new process to automatically assign leads saving Dan hours a day
  • Use new Sales Pipeline to automatically follow-up with leads based on sales rep's disposition
  • View advanced reporting dashboards to see which employees need help with training
  • Meause employee productivity from task tracking
  • Created a new lead stream by having a customer welcome & nurture campaign
  • View dashboards and make educated business decisions based on real-time advanced reporting


After 3 Month's Johnny, Dan was able to:

  • Increase his advertising spend to > $50k a month
  • Adjust sales team round robin based on their performance
  • Increase his contact rate by 30% due to more SMS and emails automatically being sent out
  • See his return on investment per employee by having clear insight to their Cost per Acquisition
  • See phone call activity and use a power dial to take their productivity to the next level
  • Add more customer campaigns for service and other holiday campaigns
  • Quickly decrease or increase ad spend based on real-time reporting
  • See a cohort revealing how long it can take to acquire a new customer


Best of the best. Has taken our company to the next level and we are always exited to evolve! Would highly recommend to anyone who is serious about their business and sales.


Download our Case Study


Download our Campaign Check List


Download our Software Check List


Figure out your sales funnel with our help and increase production!



Meet Dan Kitajima

  • Company: Kitajima Insurance Agency
  • Employees: 15
  • Location: California
  • Growth rate: 20% each month

Our Projects

Getting Started

  • Strategy & Goal Planning
  • Existing CRM Management
  • New CRM Implementation
  • Lead Intake Integrations
  • Automated Lead Assigment
  • Power Dialer
  • SMS Capability
  • Automated Emails
  • Sales Follow-up Campaigns
  • Customer Nurture Campaigns


Advanced

  • Everything in Getting Started plus…
  • Sales Pipeline Automation
  • Optimize Efficiency with Existing Systems
  • CRM Customization
  • Data Organization
  • Automating Department Workflows
  • Creating Workflow Documentation
  • Advanced Reporting Dashboards
  • Track Advertising/Marketing Return
  • Track Sales Team Productivity
  • Track Sales Rep Return
  • Sales Team Gamification
  • Customer Google & Social Reviews


Industry Disrupter

  • Everything in Advanced plus…
  •  Phone System Build Out
  • Complete Infrastructure Rebuild
  • Join Multiple Databases/systems
  • 2-way Chat User Interface
  • Artificial Intelligence (Message BOT)
  • Department Reporting Dashboards
  • API Integrations
  • Website Design and Development
  • And Any and All Ideas You Bring to US!!!


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