Bristol Consultores

BACKGROUND

Please describe your company and your position there.

I´m the owner of a Financial Advisor Firm, that works with exclusive products of a major Financial Fund Manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Bristol Consultores, and what were your goals?

We needed to increase our lead flow for our B2C segment.

SOLUTION

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

Bristol generated a lead generation strategy that consisted in a 5 step sales funnel that allowed us to get from awarenes to action in record time.

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

Bristol created the strategy Then implemented the strategy in Hubspot Then created a sales pipeline to follow leads and deals from first contact to closing Then developed a meeting cadence to follow up on our progress and a dashboard with KPIs to make sure we met our goals.

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

We worked with a senior consultant and an junior associate.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

We increased our lead flow 70% during the engagement and increased our close rate.

How effective was the workflow between your team and theirs?

The communication was fluent and very polite

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

They had very professional staff, always delivered on time, and the results were spot on.

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

I would have appreciated more time from the staff during the engagement.

BACKGROUND

Please describe your company and your position there.

Importer and marketer of Auto parts, Finazas

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Bristol Consultores, and what were your goals?

CRM implementation to optimize sales process

SOLUTION

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

Third-party recommendations, support and accompaniment of the process

Describe the scope of work in detail, including the project steps, key deliverables, and marking tools used.

Meetings to identify and define objectives, interviews with different areas, work plan, execution and monitoring, going live, evaluation and feedback. Use of the tool

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

6 salespeople, 1 business manager

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The level of new customers increased by 32% and the level of sales by 16%

How effective was the workflow between your team and theirs?

Understanding and presentation hearings, virtual meetings, and accompaniment of the process

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

The understanding and landing of the company's needs. Their adaptation to the company's processes was impressive.

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

Implementation of new management tools

BACKGROUND

Please describe your company and your position there.

Invesmart is an investing education initaitive. I run the administrative Department

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Bristol Consultores?

We wanted to define a go to market strategy we could implement.

SOLUTION

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

A referral from a friend.

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

We defined the target market, their problem and the product that solved that problem

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

One, a lead consultant.

RESULTS & FEEDBACK

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

We managed to start selling our courses in Udemy

How effective was the workflow between your team and theirs?

Great

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

They have a unique care for their customers and reply fast.

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

They are sometimes too rigid with the schedule.

BACKGROUND

Please describe your company and your position there.

We are Colombia´s largest Cheer and Dance Studio. I am the founder and CEO of Golden Dance & Cheer Academy

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Bristol Consultores?

Our company hired Bristol consultants to help us develop a growth strategy.

SOLUTION

How did you select Bristol Consultores and what were the deciding factors?

We trusted the team of consultants behind Bristol

Describe the project in detail and walk through their service package.

The project consisted in developing a strategic plan that we could implement with limited resources and give us the support and the tools to implement it.

How many resources from the Bristol Consultores team worked with you, and what were their positions?

We worked always with a senior strategic consultant.

RESULTS & FEEDBACK

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

We grew our sales 4x during the time we have been with Bristol and they were also fundamental in our transition to virtual during the pandemic.

How effective was the workflow between your team and theirs?

The communication and workflow have been great during the engagement.

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

Then understand small business owners to the core. Not only on a professional level but also the psicologycal strugles that a small business owner faces.

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

Sometimes the work burden for our team was taxing, I think they can lower it a bit.