< Case Studies >

The case studies listed below provides a small sampling of what we have been able to do for clients in the past. Please contact us or call (310) 392-9933 if you would like to see a similar success story come from of your business!

DTS Financial :: specializes in settling consumer debt by working with those who are struggling with their debt situation and have a legitimate hardship. The company was started in 2001 after a group of financial planners realized that they could not help many would-be clients due to their current level of debt.

When we first met with DTS they had around 10 independent reps that were using excel spreadsheets to collect client information, to calculate estimates for creditor settlements and to produce client paperwork. They were also purchasing their leads from a broker and divvying the purchased leads to their reps manually. This resulted in a slow and haphazard sales and customer service pipeline...

ConsultingTools :: is a provider and developer of innovative, high-quality people and process solutions for consultants and business professionals working with individuals, teams and organizations. A big part of their business model involves locating international distributors called "Strategic Business Partners" or "SBP's" who translate and bring their product line to a new market.

They had built their SBP network up to include over 10 distributors throughout the world actively promoting the ConsultingTools product line. ConsultingTools needed a way to bring their SBP's together to share information and build a sense of community...