Lunas Consulting

BACKGROUND

Please describe your company and position.

 I am the Co-Founder of a healthtech firm.

Describe what your company does in a single sentence.

We develop billing and reimbursement workflow software for healthcare providers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• Our messaging no longer reflected shifting reimbursement priorities across provider networks. We hired Lunas to refresh outbound copy, refine appointment setting strategy, and strengthen financial positioning angles.

SOLUTION

How did you find Lunas Consulting?

Referral

Why did you select Lunas Consulting over others?

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

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Lunas created outreach messaging focused on denied claims, reimbursement timing, and regulatory risk. They provided persona-specific copy, objection handling guidance, and follow-up cadences for clinical administrators. Key deliverables included messaging frameworks, persona briefs, and objection tracking sheets.

RESULTS & FEEDBACK

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

Prospects entered calls with more clarity around our value proposition. We also saw fewer cancellations and reschedules because the messaging better qualified urgency.

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

They were consistent, organized, and communicated deadlines clearly. Feedback was incorporated thoughtfully.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

Their ability to translate complex financial friction points into language that resonates with both clinical and administrative staff.

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

No points for improvement. We were satisfied with the workflow and pacing.

BACKGROUND

Please describe your company and position.

I am the Co-Founder & CEO of a financial services company 

Describe what your company does in a single sentence.

We are a debit card and money app that provides an all-in-one money management platform for families and parents.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• We needed to improve our appointment setting and lead generation processes. Both were underperforming, so we brought Lunas in to help.

SOLUTION

How did you find Lunas Consulting?

Referral

Why did you select Lunas Consulting over others?

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

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Lunas did a complete revision of our approach. They created targeted outreach campaigns, implemented a new qualification system, and provided us with a performance tracking dashboard. They also trained our team on better follow-up techniques.

RESULTS & FEEDBACK

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

We saw clear improvements. The quality and quantity of our appointments increased. Our team started having more productive conversations with decision-makers, which led to better conversion rates.

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

Lunas was reliable with deadlines and responsive to our needs. When we needed adjustments, they were quick to accommodate.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

What stood out was Lunas' ability to tailor their approach to our specific industry. They didn't just apply a generic formula; instead, they took the time to understand our market challenges and created strategies that addressed our unique needs. Their industry knowledge and data-driven methods resulted in solutions that felt custom-built for us.

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

Lunas Consulting exceeded our expectations. Their approach was thorough and suited our needs well.

BACKGROUND

Please describe your company and position.

 I am the CEO of a financial services company 

Describe what your company does in a single sentence.

Tally is a financial automation company that helps members in paying off their credit card debt.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• We needed to improve our lead generation and appointment setting processes. Our previous methods weren't effective, and we wanted to connect with more suitable potential clients.

SOLUTION

How did you find Lunas Consulting?

Clutch Site

Why did you select Lunas Consulting over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Company values aligned

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Lunas thoroughly examined our existing processes. They developed a focused strategy to identify our ideal customers and created effective outreach campaigns. They also implemented a new system for lead qualification. We received a customized prospecting plan, an improved CRM setup, and a more efficient appointment booking process.

RESULTS & FEEDBACK

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

It wasn't overnight, but we started seeing real improvements. We started receiving higher quality leads, and our meetings became more productive. Our lead quality and conversion rates improved noticeably.

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

Lunas was consistently on time with their deliverables and kept us well-informed throughout the project. They were responsive to our concerns and quickly made necessary adjustments. We appreciated their willingness to adapt based on our feedback.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

Lunas provided a solution tailored to our specific industry needs. They took a comprehensive approach to our sales process, focusing not just on generating leads or setting appointments, but on improving our overall efficiency.

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

Everything went very smoothly, I can’t think of anything bad to say about the service.

BACKGROUND

Please describe your company and position.

I am the CEO

Describe what your company does in a single sentence.

Outdoor apparel company 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• We engaged Lunas to enhance our lead generation process. Our primary objectives were to increase the quality of our leads and improve our sales team's conversion rates. We needed a more effective approach to identify and engage serious prospects.

SOLUTION

How did you find Lunas Consulting?

• Online Search
• Referral
• Clutch Site

Why did you select Lunas Consulting over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Lunas began by refining our ideal customer profile. They then implemented a multi-channel outreach strategy. They developed a lead scoring system to help prioritize prospects and trained our team on follow-up techniques and objection handling. Lunas also set up automated nurturing sequences and integrated a new CRM system to streamline our lead tracking and appointment setting processes.

RESULTS & FEEDBACK

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

A few months into working with Lunas, we noticed some impressive changes. The quality of our leads improved significantly.Our entire lead gen process became more streamlined and efficient. While it wasn't an overnight transformation, the steady improvements were clear and had a meaningful impact on our bottom line.

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

Lunas demonstrated effective project management. They established clear milestones and consistently met them. Their team was responsive to our inquiries and adaptable in adjusting strategies as needed.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

Lunas Consulting's data-driven approach to lead generation is the most noteworthy. Their focus was not just on increasing lead volume, but on improving lead quality. Their ability to integrate various outreach methods into a cohesive strategy was really effective.

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

Everything was executed as planned and we were given amazing results, can’t say anything bad about the overall service.

BACKGROUND

Please describe your company and position.

I am the Founder of a Fulfillment Company

Describe what your company does in a single sentence.

We serve global brands with premier logistics, freight forwarding, and warehousing support.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• Our main goal was to improve our growth strategy and increase set appointments.

SOLUTION

How did you find Lunas Consulting?

• Referral
• Clutch Site

Why did you select Lunas Consulting over others?

• High ratings
• Pricing fits our budget

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Lunas focused on crafting a personal revenue growth strategy for us, as well as increased our booked meetings.

RESULTS & FEEDBACK

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

Booked appointments increased by 10%, and we saw a 5% increase in sales within this few days of completion.

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

Everything was delivered on schedule, and they were quick to adapt to our feedback.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

Their deep understanding of the entire sales process and their proactive communication really set them apart.

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

Really, there's not much to critique. Lunas was able to deliver stellar results as promised.

BACKGROUND

Please describe your company and position.

I am the Senior Operations Officer of a software company

Describe what your company does in a single sentence.

We revolutionize social media planning and execution by leveraging the power of AI.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• Srengthen customers' service reputation

SOLUTION

How did you find Lunas Consulting?

Clutch Site

Why did you select Lunas Consulting over others?

• Pricing fit our budget
• Company values aligned

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

Training programs were organized, customer feedback loops, and a new support channel.

RESULTS & FEEDBACK

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

• Our customer satisfaction rates increased by 30%.

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

They gave a clear milestones, delivered on-time, and are receptive to adjustments.

What was your primary form of communication with Lunas Consulting?

Virtual Meeting

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

The way they integrate customer feedback into rapid improvements.

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

Can’t say there are any, Lunas has been amazing to work with and I commend them for all their work.

BACKGROUND

Please describe your company and position.

I am the Business Development Manager

Describe what your company does in a single sentence.

We bring smiles to people's face through Candy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• To update our digital marketing strategy
• To enhance our lead generation process
• To boost our revenue growth

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

The project included an audit of our existing marketing campaigns, competitor analysis, and customer segmentation. Key deliverables were a new digital marketing plan, the implementation of a CRM system to better manage leads, and actionable strategies for customer retention.

RESULTS & FEEDBACK

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

After implementing Lunas's strategies, our monthly leads has increased by 15%, customer engagement rose by 20%, and we saw a 10% increase in overall revenue within a month.

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

Project management was superb. Milestones were clearly outlined and met on time. Whenever we had queries or needed adjustments, they were responsive and made sure to address our concerns promptly.

What was your primary form of communication with Lunas Consulting?

Virtual Meeting

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

Lunas Consulting's hands-on approach and personalized services really make them stand out. They didn't just offer generic solutions; they got to know our business and tailored their strategies to meet our specific needs.

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

Honestly, it's hard to pinpoint any significant areas for improvement. If I had to pick something, maybe a bit more focus on long-term forecasting could add an extra layer to their already comprehensive services.

BACKGROUND

Please describe your company and position.

I am the Media Planner of Catalyst Marketing Company

Describe what your company does in a single sentence.

Catalyst Marketing Company is a full-service agency specializing in the Tribal Gaming, Luxury Resorts, Travel and Tourism. Our team is built of talented industry experts who specialize in strategic solutions, brand development, creative design & production, media planning & placement, and digital media. With clients and employees across our nation we have unique insights into industry trends allowing us to best serve you. 

That is what we do but this is who we are: We are a team unified to support each other which supports our clients. Our clients are not just clients, they are partners who become an extension of our team as we succeed together. We collaborate on projects with one mindset and the goal of delivering the best possible work. We know we can rely on each other for support so our partners know they can rely on us. 

We have developed a strategic process to achieve great work for everything we do. Our work is measurable and moves the needle for our partners. We know how to incorporate a healthy balance of fun with productivity and it shows in our passion for what we do. What is important to our partners is important to us. We are an extension of your community. Our culture can be felt by everyone who works with us and for us. We have worked hard to build a team that will meet all of your marketing needs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lunas Consulting to accomplish?

• We engaged Lunas Consulting to fix our inconsistent revenue streams and low conversion rates

SOLUTION

How did you find Lunas Consulting?

• Referral
• Clutch Site

Why did you select Lunas Consulting over others?

• Close to my geographic location
• Pricing fit our budget
• Company values aligned

How many teammates from Lunas Consulting were assigned to this project?

2-5 Employees

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

They conducted an in-depth business analysis, refined our sales funnel, and optimized our digital marketing efforts

RESULTS & FEEDBACK

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

We experienced a 20% increase in conversions and a 12% bump in revenue.

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

Exceptional. Timely delivery and constant updates kept us in the loop.

What was your primary form of communication with Lunas Consulting?

• Virtual Meeting
• Email or Messaging App

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

Their data-driven strategies and customized solutions were a lifesaver.

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

A little more flexibility in adapting to mid-project changes would be good