Robbie Poe Email & Phone Number

Chapel Hill, Nc, Us

Chapel Hill, Nc, Us

Responsible for identifying growth-oriented small businesses who are ready for an investment.Our team is unique in several ways, especially when compared to others in the small business equity space. Here's what you can expect from us:› We partner with a variety of industries including professional services, home services, healthcare, technology, real estate, construction, health + wellness, and hospitality.› We combine the initial strengths of a consultant with the skills of fractional leadership—creating a comprehensive growth strategy, including implementation and replacement of ourselves.› We never take a controlling stake of any organization we invest in, leaving the founder at the head.

Raleigh, North Carolina, Us

Raleigh, North Carolina, Us

Successfully designed and implemented a novel business model which scaled a single-location practice into a nationwide footprint.While at Amelia Agency, I built and mentored a wonderful team of business leaders, designers, developers, marketers, community leaders, and product owners. My goal was always to foster an environment that encouraged creativity and collaboration. Together, under my leadership, we accomplished:› Revenue Growth: Exponentially increased brand-wide revenues while managing the P&L, ensuring financial health and profitability by optimizing costs and maximizing income streams.› National Expansion: Launched satellite practices in several key U.S. cities, extending our geographic presence and significantly increasing accessibility to our services.› Lead-Generation Community: Grew our lead-generation community to nearly 100,000 engaged members, driving consistent leads through a robust and highly interactive online presence.› Customer Journeys & Marketing Funnels: Designed integrated customer journeys coupled with AI-driven marketing funnels, leading to optimized customer engagement, industry-leading conversion rates, and a deeply personalized experience.› Business-Management System: Created and published a novel business-management system that improved operational efficiency, empowered team leaders, and standardized proven processes.› Brand Creation: Developed a suite of nationally trusted and recognized brands, solidifying our reputation in a competitive marketplace.› Operational Excellence: Implemented systematic start-up, launch, and day-to-day business operations systems that provided a repeatable, scalable model.› Education Platforms: Launched multiple D2C and B2B video-driven educational platforms, expanding our ability to educate current and future customers.› Strategic Positioning: Positioned the Amelia ecosystem for long-term growth and sustainability, ensuring the foundations were set for decades of continued success.

Raleigh, North Carolina, Us

Recruited to lead the strategic transformation of a small private practice into a nationally sought-out brand.Serving alongside a homegrown leadership team, I had the pleasure of leading the charge in advocating for, designing and implementing multiple ground-up business systems, including our:› Brand Voice and Culture: Developed a compelling brand voice, vision and mission statements, and core values to clearly define identity and unify the team around shared goals.› Business Operating System: Implemented an objective- and metric-driven operating system to ensure operational clarity, accountability, and alignment across the practice.› Organizational Structure: Designed a scalable leadership and team structure that clarified roles, empowered leaders, and supported growth objectives.› Sales and Conversion Process: Established an integrated sales process to improve conversion rates, enhance customer engagement, and streamline the customer journey.› Customer Feedback Loop: Created a continual feedback loop that gathered insights, identified improvement opportunities, and increased customer satisfaction and loyalty.› Key Leadership Recruitment: Recruited, hired and trained key leaders who continue to serve the daily operations team to this day.

Franklin, Tn, Us

Hand-selected by the CEO and Board of Directors to oversee the organization's flagship product line—Financial Peace University.After accepting the role of Senior Product Owner, I stood in the gap between the business units and skill players where I got to be responsible for:› Team Leadership: Led a cross-functional team of exceptional designers, developers, and marketers, ensuring alignment and collaboration to deliver high-quality products and impactful user experiences.› Product Lifecycle Oversight: Oversaw the entire product lifecycle, from ideation and design to international production and continuous improvement, ensuring that every aspect met the highest standards of quality and effectiveness.› User Experience Development: Conceived and led user-experience design and implementation for multiple educational courses, small-group studies, and online products, creating engaging and accessible learning experiences that resonated with diverse audiences.

Franklin, Tn, Us

I had the opportunity of a lifetime to learn how to lead, cast vision, and build life-changing products alongside some of the best humans on the planet.› Co-Hiring and Co-Leading: Co-hired and co-led an internal team of nearly 100 creatives, ensuring we brought on individuals who were not only skilled but also aligned with our values and culture.› Team Mentorship: Mentored a diverse group of creatives, providing guidance, support, and feedback to foster their professional growth and ensure a high level of quality and innovation in their work.› Training and Development: Created and facilitated professional training events, focused on upskilling the team, fostering creativity, and encouraging collaboration to drive overall organizational success.