Business Consulting
Confidential
June - July 2024

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Eric, the founder, is an amazing source of knowledge and is a wizard when it comes to creating repeatable processes."

Aug 22, 2024

Founder, Zipline Creative

Jamie Snow

Other industries
Rochester, New York
1-10 Employees
Online Review
Verified

Silver Bear Revenue provided revenue operations consulting for a business consulting company. The team identified operational gaps and created an action plan to revamp the prospecting and KPI tracking process.

Silver Bear Revenue set up the client's CRM, revamped their processes, and provided recommendations to improve the tech stack, ultimately achieving operational efficiencies. The team was timely, communicative, and responsive to the client's needs. Moreover, they were knowledgeable and personable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Founder of Zipline Creative

Describe what your company does in a single sentence.

We partner with founders to to build and grow their brands and enable their teams.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Silver Bear Revenue to accomplish?

Revenue Operations

SOLUTION

How did you find Silver Bear Revenue?

Referral

Why did you select Silver Bear Revenue over others?

Referred to me
Company values aligned

How many teammates from Silver Bear Revenue were assigned to this project?

1 Employee

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

Scope:

Discover current state of my business
Identify operational gaps and recommended solutions
Create an action plan to fill the gaps
Research, choose, and setup a CRM
Create LinkedIn Prospecting Process
Create KPIs to track progress

RESULTS & FEEDBACK

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

Outcomes:

CRM identified and setup
LinkedIn prospecting process created and KPIs tracked
Tech Stack review and recommendations to reduce spend
Increased operational efficiencies
Increase impressions on LinkedIn
Access to knowledge and targeted resources

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

Excellent project management and timely delivery of services. Very responsive to our needs and great communication.

What was your primary form of communication with Silver Bear Revenue?

Virtual Meeting

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

Eric, the founder, is an amazing source of knowledge and is a wizard when it comes to creating repeatable processes and systems to solve any need. He is a pleasure to work with, I always feel like I get more value than anticipated out of every interaction.

Are there any areas for improvement or something Silver Bear Revenue could have done differently?

No, this was a great experience working with Silver Bear Revnue. I will continue to work with them as future needs arise.

RATINGS

5.0

Silver Bear Revenue

Your process should tell the story of your success

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