Revit

BACKGROUND

Please describe your company and position.

I am the Director of Sales of a visitor engagement platform

Describe what your company does in a single sentence.

Our product is a visitor engagement platform tourism organizations across North America use to incentivize and engage their visitors.

OPPORTUNITY / CHALLENGE

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

• Augment current sales initiatives

SOLUTION

How did you find Revit?

Online Search

Why did you select Revit over others?

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

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

We engaged Revit to enhance the capacity of our sales team by taking on the critical task of scheduling appointments with key prospects. Initially, their project scope was focused on securing five qualified appointments per month. However, following a series of rapid and impressive successes, we quickly recognized their effectiveness. We expanded the target to 15 appointments per month to further capitalize on their momentum and strengthen our outreach efforts.

RESULTS & FEEDBACK

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

This project is ongoing, and we are only two months into this partnership:

• In their first month, Revit secured five appointments within two weeks.
• To date, they have secured 13 appointments for our team.

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

• The Revit team has consistently demonstrated a high level of professionalism, approachability, and strong communication skills. 
• From the outset, they took a proactive approach, asking detailed and thoughtful questions to thoroughly understand our product, company values, and target market. 
• Their foundational knowledge enabled them to develop projects that align with our strategic goals efficiently. 
• They are highly receptive to feedback, making necessary adjustments to their approach based on our evolving needs and insights, which has been instrumental in fine-tuning their efforts. 
• Additionally, their reporting dashboard provides a valuable, real-time overview of key metrics and progress, allowing me to stay informed between our scheduled weekly meetings and maintain a clear view of ongoing activities and outcomes. This transparency has been critical in keeping the project on track and ensuring alignment with our objectives.

What was your primary form of communication with Revit?

• Virtual Meeting
• Email or Messaging App

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

I'm particularly impressed by Revit's responsiveness to requests and their ability to adapt swiftly to changing needs. Their agility in addressing new challenges and implementing feedback has been a standout feature of our collaboration, ensuring that we can remain flexible and responsive to evolving priorities. This level of adaptability has contributed to the project's overall success.

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

Not at this time.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Umbrelly.cloud

Describe what your company does in a single sentence.

Umbrelly.cloud specializes in providing innovative cloud-based solutions and services to enhance business operations and drive digital transformation.

OPPORTUNITY / CHALLENGE

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

We hired Revit to optimize our appointment setting processes, enhance lead generation, and ensure a higher conversion rate of prospects into qualified meetings.

SOLUTION

How did you find Revit?

Online Search

Why did you select Revit over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from Revit were assigned to this project?

2-5 Employees

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

Revit was responsible for developing a customized appointment setting strategy and managing cold email campaigns. They handled follow-ups with leads and provided regular updates and reports to track progress and make adjustments as needed

RESULTS & FEEDBACK

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

The project was a success, with Revit exceeding our expectations in terms of appointment quality and quantity. We experienced a substantial increase in our lead-to-opportunity conversion rate and overall sales pipeline.

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

 Revit's project management was exceptional. They consistently met deadlines, maintained open communication, and demonstrated a deep understanding of our business goals.

What was your primary form of communication with Revit?

• Virtual Meeting
• Email or Messaging App

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

We were particularly impressed by Revit's data-driven approach and their team's expertise in appointment setting. They went above and beyond to ensure our satisfaction and exceeded our expectations in every aspect.

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

While there's always room for improvement, we believe Revit's performance was outstanding. 

BACKGROUND

Please describe your company and position.

I am the Business Development Manager of an education company 

Describe what your company does in a single sentence.

We are an experienced provider of instructor-led training in Cyber Security, AI, and Quantum Computing.

OPPORTUNITY / CHALLENGE

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

• Lead generation

SOLUTION

How did you find Revit?

Online Search

Why did you select Revit over others?

• High ratings
• Pricing fit our budget

How many teammates from Revit were assigned to this project?

2-5 Employees

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

lead generation through a cold email campaign:

• weekly reports
• transparent communication

RESULTS & FEEDBACK

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

meetings

email response rate

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

Yes, they deliver everything on time, and we are really satisfied.

What was your primary form of communication with Revit?

• In-Person Meeting
• Virtual Meeting

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

transparent communication, fast working, felxible

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

no

BACKGROUND

Please describe your company and position.

 I am the Sales Executive of a consulting company 

Describe what your company does in a single sentence.

Consulting firm specializing in helping CFOs solve problems related to gaps, projects, and challenges within their finance and accounting functions through three main practice areas: M&A Services, Business Transformation, and Financial Accounting and Advisory Services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Revit to accomplish?
Cold email outreach to generate sales leads and meetings

SOLUTION

How did you find Revit?

Online Search

Why did you select Revit over others?

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

How many teammates from Revit were assigned to this project?

1 Employee

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

• Lead Generation: Implementing targeted strategies using cold calling, email campaigns, and LinkedIn outreach to create a qualified lead database.
• Prospecting: Developing ideal customer profiles, researching target companies, and crafting personalized outreach messages.
• Appointment Setting: Scheduling meetings with potential clients, handling objections, and managing the appointment process.
• Sales Development: Qualifying leads, nurturing them through the sales funnel, and providing detailed insights to the sales team.
• CRM Management: Maintaining accurate data, tracking KPIs, and generating performance reports.

RESULTS & FEEDBACK

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

Consistently generating meetings with well-qualified leads that match my ideal customer profile and are in the proper role to meet for my services, often with a demonstrated need to purchase already expressed in the introductory conversations before the meeting. Detailed work ensures that only accounts in the correct territory and assignment are contacted.

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

1. Slack is always used to communicate and respond to new leads or questions quickly.
2. When a lead contact is unavailable, a backup is designated in advance to manage the work.
3. Weekly update meetings include progress reports and explanations of challenges and successes with different approaches.
4. We are willing to adjust our plans based on what we find to be effective. My product, market, and ideal customer profile (ICP) are quickly understood.
5. Great tailored content for email and messaging is prepared for my review and approval via Google Docs and Sheets.

What was your primary form of communication with Revit?

• Virtual Meeting
• Email or Messaging App

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

The depth of research conducted to identify targets and the nature of the messaging has surprised me. I initially thought I would need to provide the contact lists and draft the message content myself. However, they took care of all that work, managing the message distribution, negotiating the meeting dates, and setting up the invites, including rescheduling or cancellations. 

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

No, the services provided are superior to any others I have tried in terms of cost. I also haven't seen any companies deliver this level of work at this price.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Hustler Marketing

Describe what your company does in a single sentence.

Digital Marketing for e-commerce stores

OPPORTUNITY / CHALLENGE

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

• Lead Generation

SOLUTION

How did you find Revit?

Online Search

Why did you select Revit over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Revit were assigned to this project?

2-5 Employees

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

Revit is doing cold email outreach to deliver qualified leads and set appointments fo us.

RESULTS & FEEDBACK

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

After the initial get-to-know-each-other period, a steady stream of leads was coming in and soon we reach our agreed number

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

They are very responsive, flexible, and helpful all the way

What was your primary form of communication with Revit?

• Virtual Meeting
• Email or Messaging App

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

They are very fair, helpful, and willing to adjust.

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

No

BACKGROUND

Please describe your company and position.

I am the CEO of ERA Digital

Describe what your company does in a single sentence.

Manufacturing 

OPPORTUNITY / CHALLENGE

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

• -

SOLUTION

How did you find Revit?

Other

Why did you select Revit over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Revit were assigned to this project?

2-5 Employees

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

We hired Revit to:

• optimize our appointment setting processes
• enhance lead generation
• ensure Higher conversion rate of prospects into qualified meetings.

RESULTS & FEEDBACK

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

The project was a success, with Revit exceeding our expectations in terms of appointment quality and quantity. We experienced a substantial in our lead-to-opportunity conversion rate and overall sales pipeline.

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

Revis project manadement was exceptional.

What was your primary form of communication with Revit?

• In-Person Meeting
• Email or Messaging App

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

We were particularly impressed by Revit's data-driven approach and their team's expertise in appointment setting. They went above and beyond to ensure our satisfaction and exceeded our expectations in every aspect.

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

-