Lunas Consulting

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.

Robinhood is a stock brokerage that allows customers to buy and sell stocks, options, ETFs, and cryptocurrencies with zero commission.

OPPORTUNITY / CHALLENGE

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

We needed a complete overhaul of our digital marketing efforts. Our online presence was lackluster, to say the least.

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• 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 tackled our digital marketing from all angles. They fine-tuned our SEO, developed targeted content, and gave our website a much-needed facelift. We received a comprehensive keyword strategy, a well-planned content calendar, and a custom dashboard for tracking our online metrics.

RESULTS & FEEDBACK

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

The results spoke for themselves. Our organic traffic shot up, and we climbed the search engine rankings. But it wasn't just about numbers - the quality of our web visitors improved, leading to better conversion rates.

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

Lunas kept the project on track without a hitch. They hit every deadline and were always available when we needed them. They showed remarkable flexibility, adapting their approach to fit our industry's unique demands.

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 commitment to data-driven decisions was refreshing. They weren't interested in vanity metrics; their focus was on attracting the right audience. Their ability to create a cohesive strategy across various digital marketing channels was impressive.

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

Frankly, Lunas delivered on all fronts. Their work exceeded our expectations, and we're more than satisfied with the results.

BACKGROUND

Please describe your company and position.

 I am the Co-founder of a financial services company 

Describe what your company does in a single sentence.

Acorns is a financial technology and services company that specializes in automated investments and robo-advice.

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

BACKGROUND

Please describe your company and position.

I am the Founder & CEO of a fintech company 

Describe what your company does in a single sentence.

Our company is a savings and investments app that utilizes open banking technology to enable customers to deposit to investment funds.

OPPORTUNITY / CHALLENGE

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

• We needed to boost our lead generation and refine our revenue growth strategy. Our existing methods weren't cutting it anymore.

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

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

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

1 Employee

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

Lunas did a full review of our lead generation process. They refined our ideal customer profile, created a more focused prospect list, and developed targeted outreach campaigns. They also implemented a lead scoring system and introduced new tools for better outreach and follow-up. They kept us informed throughout and used data to fine-tune their approach.

RESULTS & FEEDBACK

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

We saw concrete improvements. The quality of our appointments increased, leading to steady revenue growth. Our sales team found themselves having more meaningful conversations with prospects who were actually interested in our offerings. The shift towards quality over quantity in our leads made a real difference.

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

Lunas was organized and reliable. They set clear goals and met them consistently. They were quick to respond when we had questions or concerns, and they were flexible enough to make changes when needed without derailing the project.

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' commitment to understanding our specific needs. They didn't try to force a generic solution on us. Instead, they took the time to learn about our business and industry, which resulted in strategies that felt tailored to us.

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

Honestly, we were satisfied with Lunas' work. They were thorough in understanding our business and their strategies integrated well with our existing 

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Debbie

Describe what your company does in a single sentence.

Debbie is the first mobile platform that rewards consumers for reaching their financial goals.

OPPORTUNITY / CHALLENGE

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

We engaged Lunas Consulting to help us streamline our business operations and optimize our sales processes. As a technology and internet-based company, our primary goals were to enhance lead generation, improve client acquisition, and increase recurring revenue through better subscription model management.

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• 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 Consulting provided tailored business consulting services to optimize our sales processes, automate workflows, and align our marketing strategy with scalable growth. 

RESULTS & FEEDBACK

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

Lunas Consulting delivered outstanding results, increasing our lead-to-customer conversion rate by 30% and boosting recurring revenue by 25%.  Additionally, our marketing campaign ROI improved by 35%, thanks to their data-driven strategies

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

They were highly responsive to our feedback and quick to address any challenges that arose. What impressed us most was their ability to adapt, when unexpected changes occurred, they pivoted effortlessly while keeping everything on schedule. Their organized, client-focused approach made the entire experience smooth and productive.

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?

They went beyond just delivering solutions; they invested time in understanding our unique challenges and tailoring their strategies accordingly.

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

None

BACKGROUND

Please describe your company and position.

I am the COO and Co-Founder of a beauty soap company.

Describe what your company does in a single sentence.

We deliver only the simplest, 100% all-natural ingredients combined to create fun products that cleanse, hydrate and restore your skin to its best condition, while also creating a thriving community of like-minded people who are conscience of what they put on and around their bodies.

OPPORTUNITY / CHALLENGE

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

• We brought Lunas on board to revamp our lead generation process and improve our appointment-setting effectiveness.

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

• Pricing fit our budget
• Great culture fit

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

1 Employee

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

Lunas developed a targeted lead generation strategy tailored to our industry. They implemented a multi-channel outreach approach, refined our lead qualification criteria, and optimized our appointment scheduling process. Key deliverables included a customized prospecting database and an automated follow-up system.

RESULTS & FEEDBACK

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

After implementing Lunas' strategies, we noticed a noticeable increase in qualified leads entering our pipeline. Our appointment-setting success rate improved, and our sales team reported more productive initial meetings with prospects.

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

Lunas managed the project efficiently, adhering to agreed timelines. They were responsive to our feedback and made necessary adjustments to their approach based on early results and our specific market challenges.

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 their ability to integrate data analysis into their lead generation approach. They continuously refined their strategies based on performance metrics, ensuring we were always focusing our efforts on the most promising opportunities.

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

No issues or areas for improvement.

BACKGROUND

Please describe your company and position.

 I am the Managing Director of a retail company 

Describe what your company does in a single sentence.

We eschew trends in favour of timeless style. Our philosophy is founded on conscious curation and aesthetically engaging designs. At the heart of our company is the adage: buy less, buy better. We house multiple independent brands that produce durable, culturally-relevant/responsible/influential, contemporary clothing, lifestyle and homeware goods.

OPPORTUNITY / CHALLENGE

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

• We brought Lunas on board to revamp our lead generation process and improve our appointment-setting effectiveness.

SOLUTION

How did you find Lunas Consulting?

Online Search

Why did you select Lunas Consulting over others?

• High ratings
• Pricing fit our budget
• Great culture fit

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 developed a targeted lead generation strategy tailored to our industry. They implemented a multi-channel outreach approach, refined our lead qualification criteria, and optimized our appointment scheduling process. Key deliverables included a customized prospecting database and an automated follow-up system.

RESULTS & FEEDBACK

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

After implementing Lunas' strategies, we noticed a noticeable increase in qualified leads entering our pipeline. Our appointment-setting success rate improved, and our sales team reported more productive initial meetings with prospects.

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

Lunas managed the project efficiently, adhering to agreed timelines. They were responsive to our feedback and made necessary adjustments to their approach based on early results and our specific market challenges.

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 integrate data analysis into their lead generation approach. They continuously refined their strategies based on performance metrics, ensuring we were always focusing our efforts on the most promising opportunities.

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

No issues or areas for improvement.

BACKGROUND

Please describe your company and position.

 I am the CEO of a business services company 

Describe what your company does in a single sentence.

 We do the right thing by helping members make sound financial decisions

OPPORTUNITY / CHALLENGE

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

• We hired Lunas Consulting to help us streamline our sales processes and improve our outreach efforts. Our primary objectives were to increase lead generation, enhance conversion rates, and develop a more effective sales strategy tailored to the banking sector. We needed a team that could not only understand our industry but also implement data-driven solutions to drive measurable results.

SOLUTION

How did you find Lunas Consulting?

• Online Search
• Referral

Why did you select Lunas Consulting over others?

• 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 Consulting developed a tailored sales strategy, implemented lead generation campaigns, and provided training for our sales team. They established KPIs for performance tracking and continuously optimized our approach based on data analysis. Their comprehensive support significantly enhanced our sales capabilities and positioned us for sustained growth in the banking sector.

RESULTS & FEEDBACK

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

The measurable outcomes from the project included a notable increase in lead generation, improved conversion rates, and a reduction in the sales cycle duration. Additionally, we observed a significant rise in customer engagement levels, highlighting the effectiveness of the new outreach strategies implemented by Lunas Consulting. 

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

Lunas Consulting demonstrated exceptional project management throughout our engagement. They consistently delivered items on time, ensuring that each phase of the project was completed as scheduled. Their team was highly responsive to our needs, proactively addressing any concerns and adapting strategies based on our feedback. Regular check-ins and updates fostered clear communication, making collaboration seamless. Overall, their commitment to understanding our unique challenges and providing timely solutions significantly contributed to the project's success. 

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 I found most impressive about Lunas Consulting was their deep understanding of the banking industry and their ability to tailor solutions specifically for our needs. Their commitment to ethical practices and transparent communication set them apart. Additionally, their proactive approach to problem-solving and continuous innovation truly demonstrated their dedication to our success, making them a valuable partner in our growth journey. 

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

While our experience with Lunas Consulting was overwhelmingly positive, one area for improvement could be the integration of more advanced technology tools for real-time data analysis. Enhancing their reporting capabilities with more user-friendly dashboards would allow us to track progress even more effectively. Overall, their services were outstanding, but a focus on technology could further elevate their offerings.

BACKGROUND

Please describe your company and position.

I am an executive at an advertising & marketing company

Describe what your company does in a single sentence.

Socialyte is a digital influencer & celebrity talent agency

OPPORTUNITY / CHALLENGE

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

• We brought Lunas Consulting on board to help us with lead generation, streamlining operations, and boosting our quarterly revenue.

SOLUTION

How did you find Lunas Consulting?

• Referral
• Clutch Site

Why did you select Lunas Consulting over others?

• 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.

The project started with a comprehensive business audit followed by a tailored strategy to improve our digital marketing channels for better lead generation. They also advised on operational efficiency improvements and worked on marketing campaigns aimed at revenue increase. Key deliverables included a digital marketing blueprint, and an execution guide for revenue-boosting campaigns.

RESULTS & FEEDBACK

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

Since implementing their strategies, we've seen a 30% increase in qualified leads and a 20% rise in our revenue within the first quarter. Operational efficiencies have also saved us around 15% in monthly operating costs.

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

Project management was spot-on. They had a clear timeline from the get-go and adhered to it. Whenever we had questions or needed some adjustments, they were very quick to respond, keeping the project on track without hitches.

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 really stood out was their commitment to understanding our business inside and out. They didn't just apply a one-size-fits-all approach; they offered custom solutions tailored specifically to our needs and challenges.

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

None, we're extremely satisfied.

BACKGROUND

Please describe your company and position.

I am the VP of BD of Comparative

Describe what your company does in a single sentence.

Comparative is a conversational AI analytics solution empowering users at any level to effortlessly understand their data just by asking questions.

OPPORTUNITY / CHALLENGE

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

• Generate meetings
• Generate awareness
• Build out lead generation capabilities

SOLUTION

How did you find Lunas Consulting?

Referral

Why did you select Lunas Consulting over others?

• High ratings
• 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.

• Target Market Research and Identification: Assistance with researching and identifying our ideal customer profiles (ICPs) and buyer personas. They also used their expertise to suggest potential new markets. 
• Account-Based Sales Strategy: Develope and execute an account-based sales strategy, which includes identifying key accounts, mapping out the key decision-makers within these accounts, creating personalized outreach strategies for each, and implementing these strategies. 
• Lead Generation and Outreach: Responsible for generating leads by reaching out to the identified ICPs and buyer personas. Channels included email, phone calls, social media, etc. Lunas also monitors and tracked the success of these outreach efforts, making adjustments as necessary. 
• Meeting Scheduling: After successful outreach, schedule meetings between potential leads and AEs. Managed the logistics of these meetings, ensuring that they are scheduled at a convenient time for both parties. 
• LinkedIn Ad Campaign Management: Plan, execute, and manage LinkedIn ad campaigns to attract more leads. Provide insights on ad performance and suggest improvements when necessary. 
• Super Personalized Outreach: Creating and executing super personalized outreach campaigns, including creating personalized messages for each potential lead, based on their specific needs and pain points. 
• Reporting and Analysis: Provide regular reports and analysis of their lead generation activities, detailing the success rate, lead quality, and other relevant metrics. Data used to continuously improve their strategies and tactics.

RESULTS & FEEDBACK

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

• Open rates
• response rates
• click through rates
• conversion rates
• meetings booked

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

Every single task has been delivered on time and communicated clearly. Weekly meetings were structured in an efficient and informative way, with custom dashboards to track performance.

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?

Hands down, the quality. There are tons of lead generation companies out there, but most take the same approach and don't have the results. Lunas takes a tailored approach to every business they work with, are constantly using the latest and greatest tool, and best of all, show results!

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

Absolutely nothing to say here. They are an incredible partner!