Planswell is a venture capital backed, fin-tech company who's mission is to help all Canadians access sound, unbiased financial advice. They have a great team, noble mission, and solid business model. I worked with them to develop their message, install their appointment funnel, and optimize their sales script. They recently closed a $7M growth round.

CoPilot is a fin-tech company in the wealth-tech niche. They raised approx. $2.3M in seed financing. I am helping them validate their offer and sales funnel. $0-$1M ARR 11 Months. Please contact Henry Bee, CEO of CoPilot for reference."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… Show more CoPilot is a fin-tech company in the wealth-tech niche. They raised approx. $2.3M in seed financing. I am helping them validate their offer and sales funnel. $0-$1M ARR 11 Months. Please contact Henry Bee, CEO of CoPilot for reference."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 Show less

“After being stuck for over a year, unable to break past the $100,000 dollar per month profit, I decided to consult with Nick at Sales Process. I explained my situation and how I was unable to really scale beyond $8,000-$10,000 per day with about $4-$5k in daily ads spend. We looked at my entire funnel and began to really boil down my messaging and my target market. We adjusted my funnel and copy to really reflect what makes my offer so unique and compelling. Then we began to come up… Show more “After being stuck for over a year, unable to break past the $100,000 dollar per month profit, I decided to consult with Nick at Sales Process. I explained my situation and how I was unable to really scale beyond $8,000-$10,000 per day with about $4-$5k in daily ads spend. We looked at my entire funnel and began to really boil down my messaging and my target market. We adjusted my funnel and copy to really reflect what makes my offer so unique and compelling. Then we began to come up with a whole new ads strategy and script. Once we had everything locked in, I simply couldn’t believe it. It was almost as if we had doubled and even tripled over night. Our conversions improved about 20% with the changes to the funnel. The new ads were smashing it out of the park, delivering a 2-3x in ROI. Many of my new ads now have millions of views and have generated hundreds of thousands in just a few weeks. We are now averaging $20,000 to $22,000 per day in revenue with just $6,000 - $8,000 per day in ads spend. We tripled our monthly profit in just a few really simple steps. I'm blown away haha. Feels great to finally bust through a plateau when you've been stuck for almost two years." Greg O'Gallagher, Founder @ Kinobody.com Show less

AdvisorStream is a fin-tech company in the wealth-tech nice. They have a great product, experienced team, and SaaS model. I helped them validate their offer and scale their distribution.Results: $0 - $1,000,000+ run rate in less than a year using paid advertising for lead gen and inside sales for conversion. This traction increased valuation by approx. $10,000,000. “We had just raised $1,100,000 in seed financing, we had a good product, a great market and some beta customers. We… Show more AdvisorStream is a fin-tech company in the wealth-tech nice. They have a great product, experienced team, and SaaS model. I helped them validate their offer and scale their distribution.Results: $0 - $1,000,000+ run rate in less than a year using paid advertising for lead gen and inside sales for conversion. This traction increased valuation by approx. $10,000,000. “We had just raised $1,100,000 in seed financing, we had a good product, a great market and some beta customers. We needed to get the product in the hands of more people and achieve scale. However, our message wasn’t resonating and our revenue was at a standstill. We had enterprise deals in the pipeline, but they were taking longer than expected to close. We tried selling direct, but we were unable to get success. We needed real traction asap to justify our valuation and deliver on our business plan. We were referred to Nick by one of our board members, and we decided to start working with him to build out our sales funnel. He helped with messaging, sales scripts, ads, landing pages, comp. structure, CRM integration, hiring, investor decks, financial forecasts and analysis, capital allocation, channel partner agreements and the customer success process. The results were incredible. Within 12 months, we grew to over $1M annual recurring revenue.The funnel worked and it was profitable. Because we had traction, we were able to close larger enterprise deals and sign healthy channel partner agreements.We are now cash flow positive and growing fast using the systems Nick helped build.Nick continues to consult with us." Kevin Mulhern, Founder and CEO @ AdvisorStream Show less