Funel

BACKGROUND

Introduce your business and what you do there.

I’m the founder of a web development company. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Funel?

We enlisted Funel's help to improve our sales process and boost our sales volume.

SOLUTION

What was the scope of their involvement? 

We requested they establish a sales procedure, revise it, and enhance revenue. Their duties included scheduling appointments, making cold calls, email marketing, and executing paid campaigns. We provided them with all the necessary resources. 

What is the team composition?

We worked with three people from Funel’s team.

How did you come to work with Funel?

We published the project on Upwork, and Funel submitted a proposal. After interviewing them, we requested them to generate a few appointments for us as a trial.

How much have you invested in them?

We invested under $10,000.

What is the status of this engagement?

We worked with Funel from April–December 2021.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Thanks to Funel’s work, we scheduled seven appointments each month, which was a positive step forward. The work produced by Funel was of exceptional quality. However, our business faced a rough start due to poor management from my partner. 

How did Funel perform from a project management standpoint?

Funel excelled at project management, staying within budget, and meeting all deadlines. Our primary modes of communication were WhatsApp and Telegram.

What did you find most impressive about them?

Funel did an excellent job and completed the work as requested. There weren't any false promises. 

Are there any areas they could improve?

There are no areas for improvement. 

Do you have any advice for potential customers?

Funel is a very trustworthy company, and they are committed to completing the project. 

BACKGROUND

Please describe your company and position.

I am the Contracts Department Administrator of Barrister Global

Describe what your company does in a single sentence.

Barrister Global Services Network (Barrister) is an IT lifecycle Management Company headquartered in Hammond, LA. Barrister was incorporated as Barrister Information Systems in 1976 and went public in 1985. During the early 1980s, Barrister manufactured marketed and serviced integrated mini-computer systems for the legal profession, growing its business to more than 1,000 law firm customers.

OPPORTUNITY / CHALLENGE

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

• We wanted Funel to study the market in the Middle East for us. This included finding out about our competitors, the chances we have to succeed, and any problems we might face.
• The main thing we wanted was for Funel to find companies in the Middle East that could partner with us. They needed to understand who the right partners would be for us.

SOLUTION

How did you find Funel?

Referral

Why did you select Funel over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Funel were assigned to this project?

2-5 Employees

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

The scope of work we assigned to Funel was comprehensive, involving several key steps and deliverables to ensure our successful business expansion in the Middle East. Here's a detailed breakdown

1. Research: They studied the market, looking at opportunities, challenges, and our competitors. They gave us a full report on this.
2. Find Partners: Funel found potential companies that could partner with us. They gave us a list of these companies.
3. Make a Plan: Using the research and list of partners, Funel made a plan for how we could start selling our services in the Middle East.
4. Do the Plan: Funel then put this plan into action. They talked to the potential partners and set up agreements with them.
5. Keep an Eye on Things: After the plan was started, Funel watched how things were going and made changes if needed. They gave us a monthly report on this.
6. Save Money: Funel also made sure that all of this didn't cost too much. They showed us how much money was spent and earned in a detailed financial report.

RESULTS & FEEDBACK

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

The project resulted in significant measurable outcomes that demonstrated its success. The most notable achievement was Funel successfully connecting us with 13 key partners in our target market in the Middle East. They found partners in strategic locations, which directly contributed to an increase in our market penetration and sales volumes. This achievement marked a crucial step forward in our expansion plans, and its impact on our business performance in the region has been significant.

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

They showed a strong commitment to maintaining an organized, transparent, and effective project timeline. Every stage of the project, from initial research to strategy execution, was handled with clear timelines and regular progress updates. Yes, they delivered all items on time, adhering strictly to the agreed- upon schedule. Funel's timely delivery of each phase's deliverables played a significant role in the smooth and successful expansion of our business into the Middle Eastern market.

What was your primary form of communication with Funel?

• Virtual Meeting
• Email or Messaging App

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

Their exceptional client-centric approach was also noteworthy. They communicated frequently and effectively, ensuring that we were involved in every step of the process. This level of collaboration made it feel like they were an extension of our team, rather than an external agency.

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

We were generally very satisfied with the services provided by Funel, there is always room for improvement. There were times when the technical jargon used in their reports could have been simplified or better explained for non-industry folks in our team.

BACKGROUND

Please describe your company and position.

I am the Talent Assistant Manager of Pathrise Talent

Describe what your company does in a single sentence.

Pathrise is an online platform offering tech professionals comprehensive 1-on-1 mentorship, training, and advice for job searching, while also connecting companies with suitable candidates.

OPPORTUNITY / CHALLENGE

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

• The objectives included handling an average of 12 client calls and 25 interviews with job candidates each month.
• Job was to maximize the efficiency, reduce administrative workload, and ensure a smooth, professional experience for both the candidates and clients.

SOLUTION

How did you find Funel?

Referral

Why did you select Funel over others?

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

How many teammates from Funel were assigned to this project?

1 Employee

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

Funel was hired to manage my scheduling process, including coordinating appointments and aligning schedules with various stakeholders. Key deliverables included the successful scheduling of an average of 12 monthly client calls and 25 candidate interviews, accommodating different time zones and individual availability. They were also responsible for tracking all appointments, managing rescheduling requests, last-minute changes, and ensuring I was updated with regular reminders about upcoming appointments.

RESULTS & FEEDBACK

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

• They significantly reduced the administrative workload and organized our interview scheduling process. They consistently managed to schedule an average of 12 client calls and 25 interviews each month. This resulted in enhanced satisfaction among both candidates and clients.

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

Funel's project management was exceptional. They delivered services promptly, completing the initial setup within two days of subscription. They adeptly handled the task of coordinating an average of 12 client calls and 25 interviews each month, always on time. They were also quick to respond to any changes, demonstrating flexibility and commitment to meeting my needs.

What was your primary form of communication with Funel?

• Virtual Meeting
• Email or Messaging App

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

Their honesty, integrity, and ability to set realistic expectations stood out. Their ability to handle all appointments with precision and reliability was unique and truly praiseworthy.

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

It's rare to find a service provider with such a high level of service quality. As such, I found no areas needing improvement or any aspect that they could have handled differently.

BACKGROUND

Please describe your company and position.

I am the CEO Assistant of The Karen Style

Describe what your company does in a single sentence.

My company empowers and amplifies the voices of Women Entrepreneurs in San Diego through interviews and community building.

OPPORTUNITY / CHALLENGE

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

• Connecting with women entrepreneurs in San Diego who had established their businesses between 2018 and 2020.
• I needed help in scheduling interviews with these entrepreneurs according to my time zone.

SOLUTION

How did you find Funel?

Referral

Why did you select Funel over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Funel were assigned to this project?

1 Employee

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

The Core objective of this project was to connect with and interview women entrepreneurs in San Diego who established their businesses between 2018 and 2020. The secondary objective was to streamline the interview scheduling process, ensuring that it aligns with your time zone. To create a list of these women entrepreneurs and reach out to them. They managed to Schedule my appointment with 80 such entrepreneurs.

RESULTS & FEEDBACK

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

• I managed to connected with 80 women entrepreneurs through Funel's targeting and outreach.They scheduled interviews with these women entrepreneurs. They streamlined my workflow significantly, allowing me to focus on preparing for the interviews with these women.

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

I managed to connected with 80 women entrepreneurs through Funel's targeting and outreach.They scheduled interviews with these women entrepreneurs. They streamlined my workflow significantly, allowing me to focus on preparing for the interviews with these women.

What was your primary form of communication with Funel?

Virtual Meeting

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

I was impressed by their precision and efficiency and it has played a significant role in the success of my project.

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

To make their services more accessible to start-ups and smaller businesses, Funel could consider offering monthly packages, as committing to longer-term packages might be challenging for businesses like mine.

BACKGROUND

Please describe your company and position.

I am the Senior Marketing Manager of a business services company

Describe what your company does in a single sentence.

My company offers expert marketing consultancy services, specializing in assisting B2B companies to enhance their marketing strategies and achieve their business objectives.

OPPORTUNITY / CHALLENGE

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

• Acquiring new clients for my business, my focus was on companies that needed assistance with online advertising.
• Funel manage the process of lead generation and appointment scheduling, allowing me to concentrate more on delivering part.

SOLUTION

How did you find Funel?

Online Search

Why did you select Funel over others?

• High ratings
• Close to my geographic location
• Good value for cost

How many teammates from Funel were assigned to this project?

1 Employee

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

The scope of work for Funel focused on two primary goals: acquiring new clients for your business, particularly those in need of online advertising assistance, and managing the lead generation and appointment scheduling process. They handled the meeting booking process for me with my potential clients. I managed to get good sales with their approach.

RESULTS & FEEDBACK

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

• The outcome after using funel service was the increase in the number of qualified leads. They saved the amount of time saved by handling meeting scheduling for me. The conversion rate was improved. They used to book all calls after validating every points. I managed to close 3 leads every month with Funel efforts.

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

Funel excelled in project management and communication. They shared the dashboard login, which made my job easy to manage appointments. They regularly communicated with me to ensured that I was kept in the loop about the progress of the project.

What was your primary form of communication with Funel?

• Virtual Meeting
• Email or Messaging App

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

The manager used to personally call me every week to share updates – I have worked with many sale companies in the past but Funel's approach to sales and lead generation is both unique and effective thats truly impressive.

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

Funel has consistently met my expectations and delivered quality services without any issues. I did not find any areas for improvement or aspects they could have handled differently.

BACKGROUND

Please describe your company and position.

I am the Administrative assistant of a supply chain, logistics, and transport company

Describe what your company does in a single sentence.

My company optimizes supply chain solutions for businesses, specializing in full truckload and expedited freight. As a non-asset based Freight Brokerage, we access diverse, safe, and reliable carriers. Our skilled team consistently delivers quality service, fulfilling client expectations.

OPPORTUNITY / CHALLENGE

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

• To develop partnerships and connecting with other logistics companies to allow us expand our operations.
• A key objective was to expand your company's reach to countries where we didn't previously had a presence.

SOLUTION

How did you find Funel?

They approached us.

Why did you select Funel over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Funel were assigned to this project?

2-5 Employees

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

Funel was responsible for creating multiple sales strategy to identify and connect us with different logistics partners. The first step was to research and analyse the logistics industry and assessing the compatibility of prospective partners. Second step was to identify suitable logistics companies in regions where our company had no presence.

This required analyzing various factors such as market share, reputation, and supply chain capabilities. Once potential partners were identified, they had to initiating the communication and build relationships on our behalf. This involved presenting our company's value proposition and negotiating terms of partnership.

RESULTS & FEEDBACK

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

Our partnership with Funel ultimately proved fruitful, connecting us with 12 new logistics partners across the globe and they also shared list of logistics partners who would like to partner with us in future. This has greatly increased our operational regions and has significantly contributed to our goal of supply chain transparency.

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

They assigned a dedicated project manager who was my main point of contact. They organized regular meetings to discuss updates, changes, and any issues that arose during the course of the project. They also used an internal tool, which I had access to, that allowed me to track the progress and deliverables. This transparency helped me feel more involved and confident in their process.

What was your primary form of communication with Funel?

Virtual Meeting

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

I was very impressed by their project management capabilities and they were very receptive to feedback and made adjustments as needed. The communication was excellent throughout. Whether it was a minor query or a major concern.

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

The project documentation was comprehensive but at times it was not updated as promptly as it should have been.

BACKGROUND

Please describe your company and position.

I am the Fitness Coach and Marketing Expert of Weighlos Germany

Describe what your company does in a single sentence.

We are a Germany nutrition and weight loss management company, committed to revolutionizing the way you approach health and wellness. Our state-of-the-art mobile application is developed to seamlessly integrate into your daily routine so you to take control of your wellbeing.

OPPORTUNITY / CHALLENGE

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

• Generate qualified appointments: To schedule meetings with potential clients who showed genuine interest in our services.
• Develop a sales strategy: To create a tailored sales approach that would resonate with our target audience and increase the chances of successful meetings.
• Following up with leads: To drive growth by following up with the interested clients and converting them into new clients, ultimately increasing our overall sales and revenue.

SOLUTION

How did you find Funel?

• LinkedIn

Why did you select Funel over others?

• High ratings
• Good value for cost
• Referred to me

What was the size of Funel’s team?

2-5 Employees

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

Funel's job was to develop a customized sales strategy to help us get in touch with our potential clients, and effectively scheduling meetings with them. Key deliverables were personalized outreach pitch messages, Meeting scheduling, lead qualification, performance tracking, and continuous strategy optimization.

RESULTS & FEEDBACK

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

• Their sales approach to schedule meetings with targeted outreach contributed to a higher rate of new client acquisitions, expanding our client base and market presence. The lead qualification process, the meetings scheduled by Funel team resulted in a higher conversion rate, turning more prospects into clients for us.

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

Throughout the project, Funel provided regular progress reports to keep us informed and ensured their sales approach remained efficient and goal-oriented. They have set a benchmark for excellent client service and professionalism. We are grateful for the opportunity to have collaborated with Funel, and we look forward to continuing our partnership in the future.

What was your primary form of communication with Funel?

• Virtual Meeting

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

Results-driven mentality set: Their commitment to delivering exceptional results goes beyond merely scheduling meetings; they focus on generating meaningful connections with genuinely interested clients.

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

Our experience with Funel has been very positive. we did not encounter any issues throughout the project.

BACKGROUND

Please describe your company and position.

I'm a specialist at Bellomy Research

Describe what your company does in a single sentence.

Bellomy is a full-service market intelligence firm. We serve our client partners through the seamless integration of people, solutions and technology, and our teams are intensely focused on your challenges.

OPPORTUNITY / CHALLENGE

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

• We partnered with them for lead generation and used their funnel tool to guide clients and show daily results. Our goal is to get quality appointments for our end users.
• We want to use their Funel tools to share daily updates with our end users and share weekly reports. We also hope to gain more insight into our marketing campaigns.

SOLUTION

How did you find Funel?

Online Search

Why did you select Funel over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

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

The scope of work for this project was to work with us as our lead generation partner to optimize our marketing efforts and generate sales appointments for our end users. The project involved following:

• Research and Identification: The team had to conduct in-depth research to identify target audience, understand their needs and preferences, and create detailed personas. 
• Development of Lead Generation Strategy: Leveraging the insights gathered from the research, they team had to devise a customized lead generation strategy that employs a mix of digital marketing channels, such as content marketing, social media advertising, and email marketing, to attract and engage potential leads. 

Critical deliverable of this project was generating quality appointments for our end users. Funel team had to do qualification processes to ensure that the leads generated meet our predetermined criteria and are genuinely interested in our offerings.

RESULTS & FEEDBACK

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

• The project was delivered as promised by them. The team provided 10 leads per month, who showed genuine interest in the services. The increase in the number of high-quality appointments secured for our end users, indicating that the project was completed.

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

The team demonstrated exceptional professionalism and expertise. They took the time to understand our specific needs and requirements, and worked closely with us throughout the implementation process. Their customer support was outstanding, with prompt and helpful responses.

What was your primary form of communication with Funel?

• Virtual Meeting
• Email or Messaging App

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

The company's thorough reporting and analysis of key performance indicators provide us with a clear understanding of the project's progress.

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

we would like to see funel develop more scalable solutions to accommodate our expanding needs

BACKGROUND

Please describe your company and position.

I am the Founder of a coworking spaces platform.

Describe what your company does in a single sentence.

We connect startups with ideal coworking spaces. We simplify the process of finding cost-effective, dynamic office environments that boost productivity and encourage collaboration.

OPPORTUNITY / CHALLENGE

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

• I needed a regular flow of high-quality, engaging content that aligns with my brand's image and resonates with my target audience. The objective was not just to post daily, but to provide value and relevance to my audience through each piece of content.
• To improve the interaction between my brand and its followers. This included more direct messages, comments, tags, and mentions, essentially creating a more active and engaging online presence.
• My goal was to increase my follower base across different social media platforms. The goal was to extend my reach and create a larger community of new clients and engaged followers.

SOLUTION

How did you find Funel?

• Online Search
• LinkedIn

Why did you select Funel over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Funel were assigned to this project?

2-5 Employees

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

We hired funel to oversee and manage the entirety of our social media marketing campaigns. Funel's team handled our daily content creation and posting across multiple social media platforms. This involved creating a content calendar, brainstorming unique and engaging post ideas, designing the posts, and scheduling them for different time zones. 

They provided regular, detailed reports of our social media performance. They tracked various metrics like engagement rate, follower growth, top-performing posts, etc., and used these insights to fine-tune our strategy. They helped us to grow our follower base.

RESULTS & FEEDBACK

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

The quality and consistency of our social media content noticeably improved. Funel's team ensured daily postings and helped us in content creation like infographics, videos, and interactive posts. We gained around 12500 new followers across all platforms within the duration of our collaboration with Funel. 

The direct number of leads generated from our social media increased. We saw a significant increase in our engagement rates across all social media platforms. The average likes, comments, shares, and overall interactions on our posts increased.

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

The team was highly flexible and was willing to adapt the strategy as required, always keeping our business objectives at the forefront.

What was your primary form of communication with Funel?

• Virtual Meeting
• Email or Messaging App

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

The level of creativity they brought to content creation was unparalleled. They constantly helped us with fresh and innovative content ideas that reflected our brand's identity.

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

Overall, Funel did very well, and I'm happy with their work. I'm excited to keep working with them.

BACKGROUND

Please describe your company and position.

I am the Director of Sales of (a/an) Information technology

Describe what your company does in a single sentence.

We are an ERP company, developed to centralizes and streamlines the entire construction project lifecycle so that the project can maintain deadlines and keep on track.

OPPORTUNITY / CHALLENGE

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

• We worked with Funel to conduct research on our target market and develop buyer personas. Our objective was to leverage their findings and insights to inform our sales strategies and enhance the effectiveness of our marketing initiatives.

SOLUTION

How did you find Funel?

Other

Why did you select Funel over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

What was the size of Funel’s team?

2-5 Employees

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

The project scope of work includes the following:

• Thoroughly researching our target market and analyzing the data.
• Developing sales strategies and creating an ideal buyer persona.
• Assisting us with keyword research to optimize advertisement costs
• Delivering finalized sales strategy and detailed research report.

They delivered high-quality and impactful results that met the desired goals and objectives.

RESULTS & FEEDBACK

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

We received the following deliverables from Funel:

• Detailed research report and buyer persona.
• Visual representation of data.
• Sales strategies for our service.

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

The team asked all the right questions to develop a perfect sales strategy for our company. Not only was the work delivered on time, but we also found the team to be extremely responsive to all of our needs.

What was your primary form of communication with Funel?

Virtual Meeting

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

I was impressed with the team's expertise and attention to detail.

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

Not at the moment.