FounderScale

BACKGROUND

Please describe your company and position.

I am the Sales Operations and Marketing Specialist of Perry Construction Management

Describe what your company does in a single sentence.

Perry Construction Management is focused on providing management services for large commercial construction projects.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FounderScale to accomplish?

• We were spending a ton of time on manual processes to support our sales and marketing efforts. We knew that we could gain efficiency in our processes by taking advantage of the capabilities within HubSpot. We wanted to document our processes by creating a Revenue Operations Playbook for our sales team and implementing automation within HubSpot to launch sales outreach and execute successfully against the Revenue Operations Playbook

SOLUTION

How did you find FounderScale?

Referral

Why did you select FounderScale over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me

How many teammates from FounderScale were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

FounderScale worked with us to reduce manual data entry into HubSpot and to use HubSpot more effectively and efficiently. They helped us to develop automated workflows to manage our sales process. They created a Revenue Operations Playbook to guide our sales team and trained all our sales reps on HubSpot. They also worked with us to streamline our recruiting process

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

This was a high ROI HubSpot project. FounderScale helped us automate 40+ hours of monthly spreadsheet manipulation by effectively implementing the Hubspot API + Hubspot Ops hub. We significantly increased the accuracy of our data and the deliverability of our emails using automation and automated workflows. 

We were able to replace all import/export and manual work we were spending on email validation processes by implementing a repeatable, scalable workflow within Hubspot. FounderScale also helped us create and launch automated sales email sequences, including personalization and dedicated outreach inboxes. 

They also automated lead scoring and built out sales process workflows for us, including implementing deal pipeline stages and deal automation in HubSpot. Now we have the tools and reporting in place we need to grow our business

Describe their project management. Did they deliver items on time? How did they respond to your needs?

FounderScale is excellent at project management and helped us properly scope our requirements and time frames based on the needs of our business. Maria made sure our project stayed on track.

What was your primary form of communication with FounderScale?

Virtual Meeting

What did you find most impressive or unique about this company?

FounderScale worked closely with us to understand our existing workflows and recommend solutions that made sense for our business

Are there any areas for improvement or something FounderScale could have done differently?

No, there is nothing that comes to mind that they should have done differently or better

BACKGROUND

Please describe your company and position.

 I am the Partner of a software company 

Describe what your company does in a single sentence.

We build custom software for Fintech and Medtech companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire FounderScale to accomplish?

• B2B DemandGen
• Launch Newsletter
• Build Audience

SOLUTION

How did you find FounderScale?

Referral

Why did you select FounderScale over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from FounderScale were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

FounderScale worked with us to develop a Demand Gen stratagy for our ideal customer. This also included configuring Hubspot and other automation tools to roll out our stratagy. In addition to launching a newsletter and helping us grow our LinkedIn following FounderScale also worked with us to run webinars and other unique outreach programs.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Number of engaged audience members

Describe their project management. Did they deliver items on time? How did they respond to your needs?

FounderScale meet with us weekly and provided updates along with metrics each week. They responded quickly to all of our needs, and met all of our agreed to deadlines.

What was your primary form of communication with FounderScale?

Virtual Meeting

What did you find most impressive or unique about this company?

The level of customer service they provided to meet our exact needs was impressive. They were along very timely with all meetings and deliverables.

Are there any areas for improvement or something {provider_name} could have done differently?

I would have like to have seen faster growth in our numbers, but that is likely more to do with the market than FounderScale.

BACKGROUND

Please describe your company and your position there.

I am the Marketing Coordinator for X3 Sports. I meet with FounderScale’s SEO department and approve their SEO content and strategy.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire FounderScale?

We want to generate more demand from organic search and create a stronger online presence.

SOLUTION

How did you select this vendor and what were the deciding factors?

FounderScale’s Founder, Josh Sweeney, is our Fractional CRO and he recommended the Revenue SEO product.

Describe the project in detail and walk through the stages of the project.

We prioritized a list of areas we would like to focus on in our business. From there, the SEO team conducted the SEO research and provided a 3-month roadmap. Every month we are presented with article, page and optimization concepts and their corresponding keyphrases. Upon approval, FounderScale writes and publishes the content.

How many resources from the vendor's team worked with you, and what were their positions?

I work directly with Selina, the SEO Lead, and Josh, the Founder.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We have seen an increase in form submissions and impressions have increased by 80%.

How effective was the workflow between your team and theirs?

The workflow have been very effective. The SEO team communicates regularly and is very proactive.

What did you find most impressive or unique about this company?

Their excellent service and high-quality work are impressive.

Are there any areas for improvement or something they could have done differently?

No

BACKGROUND

Please describe your company and your position there.

I am the owner of Mystica Lodge & Retreats, a wellness hotel and retreat centre in Costa Rica. We host and organize Yoga and wellness retreats for retreat leaders worldwide.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire FounderScale?

We wanted to generate more exposure and get more leads for our upcoming retreat season, so we hired FounderScale for their Sales Amplify service and newsletter development.

SOLUTION

How did you select this vendor and what were the deciding factors?

We have heard of FounderScale through our network and decided to work with them based on high recommendations.

Describe the project in detail and walk through the stages of the project.

We worked with FounderScale to set up HubSpot and develop LinkedIn outreach to retreat leaders in the wellness industry. We launched several campaigns, which provided us with several leads and deals.

How many resources from the vendor's team worked with you, and what were their positions?

We worked with Maria, the Co-founder; Selina, the Account Manager; and Ivana, the Outreach Specialist.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We developed several relationships with potential leads and closed 2 deals, leading to a potential ROI of 250%.

How effective was the workflow between your team and theirs?

It was very effective. The FounderScale team communicated effectively and were proactive on providing results.

What did you find most impressive or unique about this company?

I was impressed with the innovative ideas and 5-star service they provided.

Are there any areas for improvement or something they could have done differently?

They could have set more clear expectations for the amount of work that was needed to do on our part to follow-up personally with messages within the campaigns.

BACKGROUND

Please describe your company and your position there.

I am the CEO of a creative services agency. Sales/marketing is one of my primary functions.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire FounderScale?

We engaged FounderScale to develop an inbound marketing strategy for us.

SOLUTION

How did you select this vendor?

FounderScale was recommended to us by a close colleague.

Describe the scope of their work in detail.

Over the course of six meetings, the FounderScale team dug into our service offerings, target market, and differentiators. They developed a multi-channel tactical marketing strategy with content recommendations and a proposed schedule.

What was the team composition?

While there seemed to be a support team working in the background, we interfaced directly with the founder, Josh.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We now have a tangible plan to execute with our in-house team. It is too newly-deployed to have any results to share.

How effective was the workflow between your team and theirs?

Very. The project structure the team follows is a weekly standing meeting with ongoing progress/updates until the final strategy is presented and approved.

What did you find most impressive about this company?

As a founder-led company themselves, FounderScale understands the unique challenges we face in scaling our organization with marketing that expands beyond the founder's personal network.

Is there any area for improvement or anything that could have been done differently?

As I shared with Josh, I do think milestone-based meetings and updates would be preferable to the weekly cadence.