Funel

BACKGROUND

Introduce your business and what you do there.

I’m the founder of Bit, a blockchain-based cryptocurrency exchange company. We trade all the global cryptocurrencies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Funel?

We hired them for sales pipeline development. 

SOLUTION

What was the scope of their involvement?

Funel has developed our sales pipeline from scratch. During the initial phase, we helped them understand our business by sharing information about our services and the customers we were looking to sign up. From there, Funel started a data-gathering process and created the sales pipeline. 

The team has created a three-part pipeline: top, middle, and appointments. Funel is in charge of lead generation through this pipeline, which they handle from start to finish. The team creates a contact list, contacts prospects, and schedules appointments using Calendly.

What is the team composition?

We work with two teammates from Funel.

How did you come to work with Funel?

We found them through a referral. 

How much have you invested with them?

We’ve spent £7,000 (approximately $8,800 USD). 

What is the status of this engagement?

We started working with them in March 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

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

Funel’s work is up to the mark. Funel's sales pipeline results in about eight qualified prospects monthly, and the conversion rate of appointments is about 33%. 

How did Funel perform from a project management standpoint?

They meet deadlines and our budget. We use WhatsApp, Skype, Zoom, and Google Meet to communicate with Funel. 

What did you find most impressive about them?

Funel is very well-organized — I really like that. 

Are there any areas they could improve?

There’s nothing they need to improve; so far, we’re getting what we pay for.

Do you have any advice for potential customers?

I highly recommend you use Funel. We’re a startup, and the Funel team has helped us create a sales pipeline from scratch and has provided good communication. 

BACKGROUND

Introduce your business and what you do there.

I’m the owner of an e-commerce startup that sells different products online related to camping gear. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Funel?

We hired Funel to do market analysis and research and provide us with marketing and sales strategies. 

SOLUTION

What was the scope of their involvement?

Funel performed market research and data analysis for us. They did a survey and analyzed the data they had. The team then prepared a report around their findings and shared it with us, helping us know if we had the right market. They gave us around 20 case studies and came up with marketing strategies based on the data analysis they performed.

How did you come to work with Funel?

Another person shared Funel’s contact with me. When we first got in touch, I explained our requirements. Since we were in the startup phase of the business, we didn’t have expertise in sales. Given that, they told us about their services and how they could help us. We asked then asked them for a proposal, and they gave us one. After that, we hired them. 

How much have you invested with them?

We spent around $5,000. 

What is the status of this engagement?

Our partnership lasted from June–August 2023.  

RESULTS & FEEDBACK

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

The marketing plan from Funel was good, and if implemented effectively, it would lead to good results. Moreover, the research they did was done perfectly. 

How did Funel perform from a project management standpoint?

We didn’t have any hard and fast deadlines since it would affect the quality of their work. As a result, Funel had as much time as they wanted. To communicate, we used emails and phone calls. 

What did you find most impressive about them?

They did what we asked them to do. 

Are there any areas they could improve?

No, there weren’t any. 

Do you have any advice for potential customers?

Do proper research and study anything related to market analysis and research to see if Funel is the right fit for you. 

BACKGROUND

Please describe your company and position.

I am the Founder of a financial services company.

Describe what your company does in a single sentence.

Our company leverages advanced artificial intelligence to provide comprehensive and precise financial audit services to businesses in Germany.

OPPORTUNITY / CHALLENGE

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

We hired Funel to achieve two specific and strategic objectives: 

• Firstly, we wanted to enhance our brand awareness within our target market significantly.
• Secondly, it was critical to grow our client base not just in terms of numbers, but with a specific focus on attracting clients who are a perfect fit for our service offering.

SOLUTION

How did you find Funel?

Online Search

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 helped us in creating a brand positioning strategy for our firm. This included creating a unique brand identity and pitch messages. They implemented multi-channel lead generation campaigns like email marketing, linkedin outreach, content marketing, and targeted social media campaigns. They delivered an end-to-end solution for our lead generation and brand awareness needs.

RESULTS & FEEDBACK

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

The direct result of the effective multi-channel campaigns have significantly boosted our lead generation. We've seen a marked increase in our brand recognition. Based on market surveys, we've noticed that our company name has become more recognizable within the financial auditing space. Overall, Funel's efforts have significantly boosted our online presence and client base.

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

They were organized, and their commitment to timelines did not compromise the quality of their work; each deliverable was both timely and of high quality.

What was your primary form of communication with Funel?

Email or Messaging App

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

They demonstrated an impressive ability to combine creative thinking with solid data analysis. They proved to be invaluable assets for our company.

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

We have already communicated these points to the Funel team, who have received the feedback positively and are taking steps to improve these areas.

BACKGROUND

Introduce your business and what you do there.

I am the founder of a lead generation company. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Funel?

We hired Funel to act as an extension of our in-house team and for LinkedIn management.

SOLUTION

What was the scope of their involvement?

We had a beginning call where we discussed our expectations, and after I interviewed the team, we started to collaborate on the project. Funel was responsible for LinkedIn management and setting appointments for our company.  

What is the team composition?

We worked with four people. 

How did you come to work with Funel?

We found Funel through a referral. 

How much have you invested with them?

We spent around $20,000. 

What is the status of this engagement?

We worked together between July 2020–January 2023. 

RESULTS & FEEDBACK

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

We increased our number of connections on LinkedIn. We were pleased with the engagement overall. 

How did Funel perform from a project management standpoint?

They stayed on budget and within deadlines; we communicated via phone calls. 

What did you find most impressive about them?

We found Funel’s lead generation concepts to be unique and helpful. We thought it was good value for the money we spent. 

Are there any areas they could improve?

The process took a little longer than we thought it should have. 

Do you have any advice for potential customers?

They are a B2B company, so they probably will not be as successful if you are a B2C company. 

BACKGROUND

Introduce your business and what you do there.

I’m the managing director of a company that allows users to schedule their social media posts. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Funel?

We’ve hired Funel for social media marketing and networking services. We are hoping to increase brand engagement and sales. 

SOLUTION

What was the scope of their involvement?

We provided Funel with materials to start, and they were tasked with sending emails and making calls. After some time, we decided to stop calling prospects and focus on other ways of engaging potential customers, so we've moved on to social media. Funel has been responsible for LinkedIn and Twitter management. 

What is the team composition?

We work with a project manager who is our primary contact. 

How did you come to work with Funel?

Funel reached out to us, and we decided to proceed with the engagement. 

What is the status of this engagement?

We started working together in March 2023, and the engagement is ongoing. 

RESULTS & FEEDBACK

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

We’ve seen improvements in engagement on our social media and a 35% increase in our followers. We’ve been very pleased with their work overall. 

How did Funel perform from a project management standpoint?

Funel delivers on time and within budget; we communicate via Slack. 

What did you find most impressive about them?

We’ve been impressed with the way they approach clients. 

Are there any areas they could improve?

There’s nothing we can come up with. 

Do you have any advice for potential customers?

Make sure that your expectations are clear. 

BACKGROUND

Please describe your company and position.

I am the Founder of a financial services company

Describe what your company does in a single sentence.

I am an individual consultant providing strategic financial advice, helping startups structure their finances in a way that makes them an attractive prospect for venture capitalists. I assist startups in preparing compelling pitches and business plans, and coach them on how to present to potential investors.

OPPORTUNITY / CHALLENGE

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

• The goal was to simplify the process of scheduling appointments with companies looking for financial investment and directly connect me with the decision-makers of these companies. I also wanted to expand my client base and increase the number of relevant business appointments.

SOLUTION

How did you find Funel?

Online Search

Why did you select Funel over others?

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

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 main task was to handle the scheduling of appointments with companies actively seeking financial investment. This included identifying such companies, reaching out to them, and setting up mutually agreeable times for discussions.

RESULTS & FEEDBACK

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

They were able to schedule 23 high-quality appointments for me, expanded my professional network by adding over 2,500 new connections from my target audience and market. They also managed both our LinkedIn and Instagram social media handles.

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

Funel's project management was outstandingly efficient and professional. They met all the targets set at the beginning of our collaboration and delivered on every single promise they made.

What was your primary form of communication with Funel?

Email or Messaging App

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

They would often anticipate potential issues and address them before they became problematic. Their regular updates and transparency about the project progress ensured that I was always in the loop.

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

They should continue to extend their services to one-person companies or solo entrepreneurs. They should not stop it

BACKGROUND

Please describe your company and position.

I am the Founder of a financial services company

Describe what your company does in a single sentence.

Our company provides financial services including auditing, business registration, and accounting to businesses of all sizes.

OPPORTUNITY / CHALLENGE

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

• Our primary goal was to increase the number of new customers signing up for our services. We were looking to reach a wider audience beyond our existing networks, and Funel’s reputation in customer acquisition strategies made them an appealing choice.
• We wanted to enhance our brand recognition in the market. The team at Funel was tasked with creating and executing marketing campaigns that resonated with our target audience, which would, in turn, bolster our brand presence.

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.

1. Funel performed extensive research into our target market to better understand their behavior, preferences, and needs. This helped in creating highly effective and personalized marketing campaigns.
2. Funel's team provided regular reports analyzing the performance of the implemented strategies. These reports offered insights into customer behavior, campaign effectiveness, and areas for improvement.
3. We really liked Funel's mobile app. It allowed us to see the daily progress of our projects. The app showed us important details like how well our outreach was doing and how many meetings were booked.

RESULTS & FEEDBACK

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

We saw a significant rise in the number of new customers. Our customer base increased by 35% during the project. Our online presence improved. Traffic to our website went up and our linkedin company page engagement increased.

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

They kept everything organized and made sure all tasks were completed on time. Their team was always available to answer our questions and meet our needs. Their mobile app was a big help. It let us see the progress of our project daily. We could also give feedback quickly and see changes made faster.

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 onboarding process was seamless, and their mobile application was user-friendly. Their team provided comprehensive and understandable reports, ensuring we were always up-to-date with our campaign's progress.

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

It's difficult to pinpoint areas that require improvement. They demonstrated exceptional professionalism and expertise in all aspects of our project.

BACKGROUND

Please describe your company and position.

I'm a former manager at Webhelp

Describe what your company does in a single sentence.

We design, deliver and optimize unforgettable human experiences for today's digital world Creating game-changing customer journeys for the leaders of today and the unicorns of tomorrow.

OPPORTUNITY / CHALLENGE

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

• We hired them to connect with our potential business-to-business target audience. This involved researching suitable prospects, reaching out to them, and scheduling online meetings or in person appointments.
• The other main reason I hired Funel was to save time. They took care of tasks like scheduling meetings and following up with clients.

SOLUTION

How did you find Funel?

Online Search

Why did you select Funel over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• 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 first step of this project was to identify suitable B2B clients for our business. After identifying them, they communicated the value of our offerings and developed an interest in these businesses in engaging further. This outreach was conducted professionally and effectively, always presenting our business in a positive light. 

The final task was to schedule appointments with interested businesses. They also managed follow-ups after the initial meetings with these potential clients, ensuring that any further discussions or negotiations were scheduled and managed effectively.

RESULTS & FEEDBACK

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

They scheduled 15 meetings with our potential clients, Increased the linked page following, reposted our content. They also saved my time by taking care of tasks like finding potential clients and setting up meetings, which left me with more time to focus on closures. 

Funel did a good job in finding businesses that were a good match for what we offer. Throughout the entire process, Funel was always available to answer any questions I had. They provided excellent customer support, offering detailed responses in a timely manner.

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

Funel's project management was impressive. They did an excellent job of managing deadlines, responding to my needs, and keeping me informed, which made the entire process smoother and more successful.

What was your primary form of communication with Funel?

Virtual Meeting

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

They kept me informed at all stages of the process. Many other sales companies don't communicate as often or as clearly, but Funel made sure I always knew what was happening.

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

At this point, I cannot identify any specific areas where they could improve or have done differently.

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.