Strativera

BACKGROUND

Please describe your company and position.

I am the Director of Marketing Technology of Medical Guardian

Describe what your company does in a single sentence.

Medical Guardian provides personal emergency response systems and monitoring services that help people live independently with confidence and peace of mind.

OPPORTUNITY / CHALLENGE

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

• Improve performance marketing efficiency by optimizing channel mix, attribution, and spend governance to reduce CAC and improve LTV-to-CAC.
• Design and implement a scalable RevOps framework that aligns marketing, sales, and finance data across the full customer lifecycle.
• Establish clear reporting, dashboards, and operating cadences to support data-driven decision-making and predictable revenue growth.

SOLUTION

How did you find Strativera?

Referral

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

6-10 Employees

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

We engaged Strativera to support performance marketing optimization, RevOps strategy and execution, and CRM implementation and migration, with a focus on improving efficiency without compromising top-line growth.

The scope of work included reducing Cost Per Sale (CPS) by approximately $30 while maintaining revenue performance, resulting in an estimated $5 million in annualized savings from reduced inefficient marketing spend. In parallel, Strativera supported the launch and scaling of new top-line initiatives that contributed approximately $4 million in incremental EBITDA within six months.

Key deliverables included HubSpot onboarding and CRM implementation, migration planning and execution, revenue operations architecture, marketing and sales alignment, lifecycle automation design, and the establishment of standardized reporting and performance frameworks. Strativera helped design a scalable RevOps foundation that connected marketing, sales, and lifecycle operations through clean data structures, automation, and governance.

Beyond tooling, Strativera provided strategic guidance and hands-on execution, proactively identifying gaps, challenging assumptions, and translating complex requirements into clear, executable solutions. The engagement emphasized data-driven decision-making, operational rigor, and measurable business outcomes.

RESULTS & FEEDBACK

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

The engagement delivered measurable improvements across efficiency, revenue, and operational clarity. Cost Per Sale (CPS) was reduced by approximately $30 without negatively impacting top-line revenue, resulting in an estimated $5 million in annualized savings from reduced inefficient marketing spend.

In parallel, new top-line growth initiatives supported by Strativera contributed approximately $4 million in incremental EBITDA within six months.

Operationally, the project established a scalable RevOps and CRM foundation, improving attribution accuracy, funnel visibility, and alignment between marketing and sales. This enabled more disciplined budget allocation, faster decision-making, and repeatable performance optimization moving forward.

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

Strativera demonstrated strong, disciplined project management throughout the engagement. Deliverables were clearly scoped, milestones were well defined, and work was consistently delivered on time. Communication was proactive, with regular updates on progress, risks, and dependencies, which made it easy to stay aligned and make decisions quickly.

They were highly responsive to our needs, adapting to changes in priority without losing momentum or quality. When issues or new requirements surfaced, their team addressed them quickly and brought forward clear recommendations rather than simply executing requests. Overall, the engagement was well managed, predictable, and execution-focused, which built confidence at both the operational and executive levels.

What was your primary form of communication with Strativera?

• In-Person Meeting
• Virtual Meeting

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

What stood out most was Strativera’s ability to combine executive-level strategic thinking with hands-on execution. They didn’t approach the engagement as a tool implementation or isolated project; they focused on underlying business outcomes and designed solutions that were practical, scalable, and grounded in real operating constraints.

They consistently challenged assumptions, identified gaps before they became issues, and translated complex requirements into clear, actionable plans. Their understanding of revenue operations, performance marketing, and financial impact was notably deeper than most consulting partners, which allowed them to operate as true partners rather than order-takers. The combination of rigor, accountability, and outcome-driven mindset made the engagement unusually effective.

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

No recommendations.

BACKGROUND

Please describe your company and position.

I am the CEO

Describe what your company does in a single sentence.

An ecommerce Based company that is dedicated to making wellness more effective, accessible and engaging through tech-powered care and bespoke health and wellness plans.

OPPORTUNITY / CHALLENGE

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

• We brought on Strativera to help us develop a revenue growth plan, refine our RevOps systems, and assist in creating a reporting workflow that would grow with us as we entered new geographies.

SOLUTION

How did you find Strativera?

Referral

Why did you select Strativera over others?

• Pricing fit our budget
• Good value for cost

How many teammates from Strativera were assigned to this project?

3

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

Strativera 12 months ago They developed a revenue operations model, automated a number of manual processes, and built reporting dashboards that provided us with complete visibility to how we were performing. Deliverables included:

• Comprehensive phased revenue plan and strategies for growth
• RevOps system audit and redesign
• Automation to minimize manual bottlenecks
• Real-time performance dashboards for leadership

RESULTS & FEEDBACK

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

After three months, we were able to shorten our sales cycle by 18% and increase our marketing to sales conversion by almost 25%. Our management team got better visibility on the KPIs that helped us with faster decision-making. Above all we were confident that our revenue systems could grow along with us.

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

Their project management was excellent. All the marks were made on time and they were proactively engaged in discussing any questions / changes. There was ongoing communication with weekly check-ins and real-time updates in shared workspaces.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

But what made Strativera distinctive was its end-to-end approach. They didn’t just take the lead on strategy and exit; they really embedded themselves with our team and made execution feel easy. Their unique position to mix high-level strategy with hands-on, operational improvements to the business was incomparable to other companies we interviewed.  

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

The only thing I can think of that might be considered a negative would be needing more seamless integration between their dashboards and our CRM. But, to their credit, they posted this early and gave us a road map to implement it in the second phase.

BACKGROUND

Please describe your company and position.

I am the Owner of GL Bookkeeping Solutions, LLC

Describe what your company does in a single sentence.

Bookkeeping and financial support services

OPPORTUNITY / CHALLENGE

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

• Marketing Strategies
• Growth & Lead-Gen Strategies

SOLUTION

How did you find Strativera?

Networking

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

1 Employee

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

I only had a brief initial strategy session with Joseph and the sheer amount of advice given was incredible! I left that meeting equipped with a customized game plan and roadmap of simple steps I could take to grow my business starting today. They provided me with a 30/60/90 game plan and made all of their recommendations digestable with clear and actionable steps to implement. 

RESULTS & FEEDBACK

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

A 30/60/90 day roadmap to help me implement each strategy effectively.

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

This team really listens and takes the time to curate a growth strategy tailored to your specific business but does so within the context of your industry. 

What was your primary form of communication with Strativera?

Virtual Meeting

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

Every move they suggest is data driven and research backed! If you are a small business owner wondering where and how to start growing your business - START HERE!!!

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

N/A

BACKGROUND

Please describe your company and position.

I am the Owner of Adjust Your Sleep Mattress Boutique

Describe what your company does in a single sentence.

Mattress Boutique 

OPPORTUNITY / CHALLENGE

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

• Growth
• Positionally Recognized as the expert not only local but nationally and internationally
• Branding

SOLUTION

How did you find Strativera?

In person

Why did you select Strativera over others?

• Great culture fit
• Company values aligned

How many teammates from Strativera were assigned to this project?

Other

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

Growth,Branding and Business development 

RESULTS & FEEDBACK

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

Strativera started a redesign on my website, discovered many errors on the previous website Started  branding through videos, testimonials and mor.Email campaigns underway and many meetings to strategize the direction of my company

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

They've exceeded my expectations and timelines

What was your primary form of communication with Strativera?

In-Person Meeting

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

Strategy? Vera is head and shoulders above the rest their commitment to your success is very evident

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

Well most people say there's always room for improvement. I have not felt the need to say that sentence they have above and beyond exceeded my expectations

BACKGROUND

Please describe your company and position.

I am the President & CEO of Accu-Time Systems

Describe what your company does in a single sentence.

Time and attendance hardware solutions. 

OPPORTUNITY / CHALLENGE

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

• Understand declining win rate for projects.
• Gain insight into competitive landscape.

SOLUTION

How did you find Strativera?

Online Search

Why did you select Strativera over others?

• Great culture fit
• Good value for cost

How many teammates from Strativera were assigned to this project?

2-5 Employees

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

Interview-based research project to understand the needs and challenges across closed-won and closed-lost opportunities to identify issues that could be leading to a declining win rate.   Deliverables included: 

Kick-off call 

Development of interview discussion guide 

Development of email outreach templates 

Providing interviewee self-scheduling sign-up portal 

Participant tracking & coordination 

Conduct up to 16 interviews 

Machine transcription of interviews 

Full final report with findings and recommendations 

Final report read out meeting 

RESULTS & FEEDBACK

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

There were weekly communication emails with updates regarding participant tracking and completed interviews.  Strativera also suggested strategies to get more participation.  The final report ultimately demonstrated success. 

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

Yes, they delivered in a timely manner.  Lack of participation from closed/lost prospects extended the timeline, but Strativera kept us informed and adjusted their schedules accordingly to accommodate. Frequent communication and strategizing kept us all on the same page with respect to the project progression. 

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

What impressed me most was how astute they were about a company (us) and our industry, which they knew nothing about going into the assignment.  After our first brainstorming session, it was clear they were thoroughly listening and absorbing what we were saying and were able to generate thoughtful questions and an excellent discussion guide.  They were able to have meaningful conversations about our business and our products. 

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

No, no suggestions for improvement.  The project was very well-managed, communication was frequent and clear, and the results were better than expected. 

BACKGROUND

Please describe your company and position.

I am the Chairman of AlSaedan Real Estate Company

Describe what your company does in a single sentence.

Al-Saedan Real Estate Co is one of the top leading real estate companies in Saudi Arabia and within Arab countries. The company has a strong profile of development achievements in the field of plans development, building commercial and residential centers, selling and buying local and international real estates, providing consultation in real estates and providing valuation and estimation services. Al-Saedan Real Estate Co is one of the main important sources of information about local and international real estates.

The Company keeps a close relationship with the important real estates agents in the Arab world, North Africa, US and the European countries to exchange markets information and to provide very reliable services to our clients.

OPPORTUNITY / CHALLENGE

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

• We hired Strativera to help us modernize our property sales and tenant engagement operations. Our main priorities were consolidating customer data, identifying emerging real estate market shifts, and applying AI to make more accurate occupancy and revenue forecasts.

SOLUTION

How did you find Strativera?

• Online Search
• Clutch Site

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

2-5 Employees

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

Strativera began with thorough market research to analyze buyer trends, corporate leasing demands, and location-specific investment performance. They then restructured our CRM to unify tenant, buyer, and property lifecycle data in one place. AI forecasting models were implemented to support pricing decisions and reduce property vacancy durations. Deliverables included dashboards for stakeholder reporting, automated CRM workflows, and a market intelligence playbook for future expansion planning.

RESULTS & FEEDBACK

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

We now make faster sales decisions because our data is centralized and visualized. Property managers rely less on guesswork, and leadership can plan investments more confidently thanks to accurate projections and clearer insight into tenant needs. The automation in workflows has reduced repetitive administrative tasks for our frontline staff.

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

Project communication was smooth throughout — weekly check-ins were clear, deliverables were consistently on schedule, and any unexpected challenge (like a sudden regulation update) was handled with flexibility. They actively encouraged feedback and adjusted system configurations based on our team’s daily user experience.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

Strativera’s ability to blend technical innovation with real-world real estate knowledge truly stood out. They didn’t just install tools — they helped us understand why each enhancement mattered and how it aligned with our long-term business goals.

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

The only suggestion would be expanding their knowledge base for internal staff training sooner in the project timeline. More early hands-on sessions would have accelerated user adoption even further.

BACKGROUND

Please describe your company and position.

I am the UX Researcher of FOURDIGIT THAILAND

Describe what your company does in a single sentence.

FOURDIGIT Inc. has started business to provide all kinds of digital contents and services including web creation. Today, we are involved in various client digital strategies and web strategies, providing research, UX design, UI design, development & operation support and creators outsourcing.

OPPORTUNITY / CHALLENGE

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

• We aimed to clarify our market positioning, enhance client acquisition, and develop a cohesive marketing framework.

SOLUTION

How did you find Strativera?

• Online Search
• Clutch Site

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

2-5 Employees

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

They conducted a brand audit, created a strategic roadmap, and developed a marketing playbook. Workshops were also held to align our leadership and creative teams.

RESULTS & FEEDBACK

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

We saw more structured marketing efforts, an increase in qualified client inquiries, and improved team alignment on business goals.

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

All deliverables were completed on time. The team was responsive and flexible, adapting quickly when our internal priorities changed.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

Their balance of analytical insight and creative understanding stood out—they understood our design-driven culture deeply.

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

A longer post-project support phase would have been helpful, but overall, the collaboration exceeded our expectations.

BACKGROUND

Please describe your company and position.

I am the Founder & president of Applied Storytelling

Describe what your company does in a single sentence.

Applied Storytelling is a strategy firm that solves the biggest brand challenges companies face using an inspired, story-based approach. We begin with the simple premise that a brand is a story told in the marketplace. This turns out to be a remarkably versatile and powerful springboard for building brands that capture the imagination, foster strong cultures, create new value, and drive businesses where their leaders want to take them.

OPPORTUNITY / CHALLENGE

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

• We engaged Strativera to automate repetitive workflows across our operations. Our key goal was to reduce manual tasks, improve data accuracy, and enable our team to focus on higher-value strategic work.

SOLUTION

How did you find Strativera?

Online Search

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

2-5 Employees

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

Strativera analyzed our operational workflows to identify areas suitable for automation. They developed custom AI-based scripts and integrations to streamline repetitive tasks, reducing manual effort significantly. Key deliverables included: Process mapping and efficiency reportAI automation prototypes and deployment scriptsIntegration with our existing CRM and ERP systemsTraining documentation for our internal team

RESULTS & FEEDBACK

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

The automation solutions Strativera implemented had a measurable impact on our efficiency. Manual data entry tasks were reduced by 60%, saving our operations team several hours per week. The AI scripts they developed also reduced human error and improved consistency in reporting.

Key results:

60% reduction in manual workload
Near-zero data entry errors
Faster processing times across multiple workflows

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

The project was managed very efficiently. Strativera’s team communicated frequently through weekly check-ins and used collaborative tools to track progress and share updates. They were highly responsive to questions or changes, often turning around requests within 24 hours. Their transparency made it easy to stay confident about the project’s direction.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

The team’s responsiveness and genuine partnership mindset really stood out. They treated our project as if it were their own, stayed fully engaged throughout, and consistently went beyond the scope to ensure the results were successful and sustainable.

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

Overall, our experience with Strativera was excellent.

BACKGROUND

Please describe your company and position.

I am the Member of the Board of Directors of Hubstaff

Describe what your company does in a single sentence.

Hubstaff is a time tracking software that includes built-in productivity monitoring, automated payments, and workforce analytics. It’s used by over 112,000 remote, hybrid, in-office, and field-based teams to log hours, streamline operations, and gain insight into how work gets done

OPPORTUNITY / CHALLENGE

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

“We hired Strativera to help us define a clear AI strategy — including identifying high-impact use cases, data readiness, and implementation roadmap

SOLUTION

How did you find Strativera?

• Online Search
• Clutch Site

Why did you select Strativera over others?

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

How many teammates from Strativera were assigned to this project?

2-5 Employees

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

Strativera conducted a comprehensive AI strategy engagement for our organization. Their team assessed our data infrastructure, business goals, and existing workflows to identify high-impact AI opportunities. Key deliverables included a detailed AI adoption roadmap, ROI analysis for top use cases, and a phased implementation plan. They also provided technical guidance on selecting tools and frameworks to align with our long-term objectives.

RESULTS & FEEDBACK

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

After implementing Strativera’s AI roadmap, we were able to prioritize key use cases that delivered immediate value, resulting in a 20% increase in operational efficiency. Their recommendations for data infrastructure improvements have already started reducing our processing time by 30%.

The structured roadmap also provided clear milestones, which kept our teams aligned and accelerated our AI adoption by 6 months.

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

Strativera excelled in project management throughout our collaboration. They adhered to timelines and consistently delivered milestones on schedule. Weekly check-ins and transparent communication ensured that we were always aligned on progress, adjustments, and any challenges that came up.

Whenever we had new requirements or shifted priorities, Strativera’s team responded quickly and adapted their approach without missing a beat. Their flexibility and proactive problem-solving were key to the project’s success.

What was your primary form of communication with Strativera?

• Virtual Meeting
• Email or Messaging App

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

What really impressed me about Strativera was their deep technical expertise and their ability to tailor solutions to our unique business needs. Rather than offering off-the-shelf AI tools, they took the time to understand our specific challenges and developed a custom solution that perfectly fit our operations. Their attention to detail and commitment to delivering high-quality results were evident in every phase of the project

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

While Strativera delivered the project on time overall