Update:

AmeriTeam Realty was acquired and merged with Robert Slack Realty

Client:

Alan Randel

Projects:

Business Process Outsourcing, IT Consulting & Tech. Support, Recruiting Consulting, Real Estate Agent Training

Websites:

www.AmeriTeamRealty.com

www.AmeriTeamCareers.com

AmeriTeam Realty, was a fast-growing independent brokerage that faced the challenge of scaling operations while maintaining agility across multiple departments. As their strategic consulting partner, we delivered a multi-pronged solution focused on business process optimization, technology infrastructure, and human capital growth.

Our engagement began with a full audit of their tech stack and internal workflows. From CRM configuration and lead routing automations to cloud storage and communication systems, we optimized their digital infrastructure for speed, integration, and scalability. Through business process outsourcing (BPO), we also took over several non-core functions, including onboarding, compliance management, and agent support, which enabled leadership to focus on growth.

On the recruitment front, we spearheaded a national campaign to attract and onboard new agents. Leveraging automation, targeted marketing, and streamlined application funnels, our team successfully recruited and helped integrate over 300 licensed agents into AmeriTeam’s ecosystem. This included new agent onboarding pipelines, follow-up systems, and broker-delegate communication channels to reduce churn and increase retention.

To further empower the growing agent base, we designed and delivered a comprehensive Real Estate Agent Training Program with a focus on marketing, branding, and lead generation strategies. From social media lead funnels to print farming and digital advertising, our curriculum helped agents at all experience levels take actionable steps toward growing their book of business.

Our partnership with AmeriTeam not only accelerated agent count and production but also transformed the operational backbone of the brokerage into a scalable, tech-enabled platform primed for long-term expansion.

Client:

Luis De Jesus

Projects:

Independent Agent Training, Event Planning, Venue Partnerships

Website:

www.AuthorsAdvantage.com

Author’s Advantage, a boutique publishing support firm, approached us to help expand its reach and enhance its services for independent authors. Our role was to develop agent training systems, partnership pipelines, and launch strategies to help both the company and its clients stand out in a crowded self-publishing market.

We began by building out a scalable Independent Literary Agent Training Program, designed to recruit and train new agents to support authors throughout their publishing journey. This initiative included everything from onboarding frameworks to client acquisition strategies and sales coaching, turning passionate book lovers into high-performing literary consultants. Our program emphasized both the business side of publishing and the relational dynamics of guiding authors from manuscript to market.

Simultaneously, we provided strategic oversight and execution support for Book Launch Event Planning. We created launch timelines, vendor checklists, and promotional blueprints to ensure authors had clear, actionable plans leading up to release day. Whether it was an intimate local signing or a large-scale hybrid virtual launch, we helped coordinate event logistics, promotional material, and audience engagement strategies tailored to each author's genre and readership.

To add a unique layer of value, we developed a network of Venue Partnerships across key metro areas. These included bookstores, event spaces, co-working venues, and boutique hotels that aligned with the creative atmosphere our clients needed. These partnerships allowed Author’s Advantage to offer exclusive venues for author events, enhancing the professionalism and impact of their launches.

By the end of our engagement, Author’s Advantage had increased its roster of literary agents, improved author satisfaction and launch success rates, and strengthened its brand as a go-to partner for independent writers ready to elevate their publishing journey.

Client:

Billow Capital, Ltd.

Projects:

Business Development, Capital Raising, Mergers and Acquisitions

Website:

www.BillowCapital.com

Billow Venture Capital, a boutique investment firm focused on early-stage and growth-stage startups, engaged us to strengthen their go-to-market strategy, streamline their capital deployment processes, and identify high-potential acquisition opportunities. Our collaboration centered around positioning the firm for sustainable growth and increased deal flow across multiple verticals.

We began by conducting a comprehensive business development audit, identifying gaps in outreach, brand positioning, and strategic partnerships. From there, we implemented a modernized business development infrastructure, including CRM systems, pipeline tracking dashboards, and automated investor communications. These systems enabled the Billow team to manage relationships with founders, limited partners, and co-investors more efficiently.

Our next focus was on capital raising. Working closely with the executive team, we crafted compelling investor pitch decks, financial models, and due diligence templates tailored to their portfolio thesis. We also designed a multi-channel capital raising campaign that leveraged direct outreach, webinar investor briefings, and targeted relationship nurturing sequences. These efforts contributed directly to increased LP engagement and new fund commitments.

Additionally, we supported the firm’s Mergers & Acquisitions strategy, helping identify and evaluate acquisition targets that aligned with Billow’s investment thesis. This included initial outreach, valuation modeling, synergy assessments, and coordinating preliminary negotiations. By introducing a structured M&A evaluation framework, we enabled Billow to move faster and more confidently in competitive deal environments.

Through our strategic partnership, Billow Venture Capital enhanced its operational foundation, expanded its investor network, and positioned itself as a more agile, deal-ready firm. The results included stronger inbound deal flow, increased capital efficiency, and a sharper execution playbook for both investments and exits.

Client:

Richard DiPatri

Projects:

Government Contracting

Website:

brevardschools.org

Chris' journey with Brevard Public Schools began with a single internship, but quickly evolved into a long-term partnership built on trust, adaptability, and results. Starting as a student intern, he was embedded within the district’s operations team, where he gained hands-on experience supporting internal projects across various departments. His commitment to learning and delivering value early on opened the door to a rare apprenticeship opportunity, allowing him to work closely with leadership across technology, HR, and administrative functions.

During this apprenticeship, he provided critical support for department-specific initiatives, including digital process improvements, internal communications support, and light technical troubleshooting. His ability to navigate across departments and solve problems proactively made me a reliable go-to resource for staff members at all levels.

As trust grew, so did the scope of his involvement. He was eventually offered a contract with the school board, solidifying his role as a government contractor within BPS. This contract included a mix of administrative support, internal consulting, and special project coordination, providing flexibility to address emerging needs across multiple schools and departments.

What truly set this experience apart was the power of relationship-building. Through authentic connections and a strong work ethic, he became a known and trusted presence within the BPS community. This network led to more than a handful of independent contracts, as employees from different departments referred him to handle side projects, tech support, and consulting work outside the district’s formal structure.

This engagement taught Chris the value of embedded consulting, long-term relationship capital, and delivering consistent results within public-sector environments. It laid the foundation for his later work in both public and private sector consulting.

Clients:

Blake Mallen, Nick Sarnicola, Ryan Blair

Projects:

Recruiting, IBO Promotion

Website:

carlyle.com

Carlyle, a rapidly expanding financial services firm operating multiple independent business models, brought us in to scale their recruiting efforts and build awareness for one of their premium Independent Business Opportunity (IBO) programs in the Multi-level Marketing space. Their goal was to attract self-motivated professionals interested in entrepreneurship, wealth-building, and flexible career paths.

We began by auditing Carlyle’s existing recruiting processes and candidate flow. While they had a compelling business model, they lacked a structured outreach strategy and consistent messaging around their IBO opportunity. We designed a comprehensive recruiting strategy focused on positioning their IBO as both a professional development platform, a vehicle for financial independence, health and wellbeing.

This included developing outreach messaging, recruitment funnels, application follow-up sequences, and onboarding protocols. We utilized CRM automations, lead scoring, and nurturing campaigns to ensure every prospective partner was guided through a thoughtful and engaging candidate experience.

Simultaneously, we spearheaded a campaign to promote Carlyle’s IBO opportunity through digital and grassroots marketing efforts. We crafted branded pitch decks, webinar scripts, and video content that broke down the benefits of joining Carlyle as an independent representative. We also launched ambassador-style campaigns where top earners and team leaders shared their personal success stories to humanize the opportunity and increase authenticity.

Through our efforts, Carlyle saw a measurable increase in recruitment activity, with stronger candidate engagement and higher conversion rates throughout their funnel. Our campaign helped elevate the perception of the IBO path, turning it from an abstract concept into a clear, structured path for motivated individuals seeking autonomy and growth.

By combining recruitment consulting with personal brand storytelling, we helped Carlyle grow its team, streamline its message, and scale its opportunity model in a competitive marketplace.

Client:

The late Mayor Mattie Bower

Projects:

Advertising in Public Spaces Committee, Citizens Police Academy Contributor, Volunteer Web Master of Women's Exhibit (NPO)

Website:

miamibeachfl.gov

Chris' engagement with the City of Miami Beach began through a civic initiative focused on enhancing the city’s visual landscape and economic opportunities via responsible advertising. He served on the Advertising in Public Spaces Committee, a collaborative task force created to evaluate, refine, and recommend policy surrounding commercial use of public and semi-public areas for advertising purposes.

As a committee member, Chris worked alongside city officials, local business leaders, urban planners, and marketing professionals to assess how outdoor advertising could align with the city’s branding, cultural values, and revenue goals, while preserving its iconic aesthetic.

Our work involved reviewing proposals from private advertisers, analyzing zoning regulations, and weighing the economic potential of allowing signage, kiosks, and digital displays in designated public spaces. We also explored innovative advertising formats such as interactive digital displays, event-based sponsorships, and partnerships with local artists to ensure community engagement remained at the heart of every recommendation.

Beyond policy evaluation, Chris contributed to drafting strategic guidelines for how the city could attract the right types of advertisers, brands that enhanced the city’s appeal rather than detracted from it. We also focused on sustainability, recommending low-energy digital signage and discouraging clutter or visual pollution in high-traffic areas.

Chris' role on the committee provided a firsthand look at public-private collaboration, civic innovation, and urban branding strategy. It was a unique opportunity to shape how a world-renowned city balances its commercial interests with its commitment to public value and visual integrity.

The insights and connections Chris gained through this initiative continue to inform his work in public-sector consulting and urban business development.

Client:

The late Alan Helbing

Projects:

Business Development, IT Consulting

Website:

www.clear2business.com

C2B, a technology-driven business services firm, partnered with us to strengthen their market position and optimize internal systems for sustainable growth. As the company looked to expand its client base and streamline its operational infrastructure, we delivered a two-pronged engagement focused on business development and IT consulting.

Our work began with a deep dive into Clear2Business’s offerings, client base, and sales cycle. We identified several untapped verticals and immediate opportunities to improve lead generation, sales conversion, and partner outreach. From there, we implemented a comprehensive business development strategy that included competitive positioning, outreach templates, CRM optimization, and referral partner alignment. We also mapped out strategic campaigns to expand into new industries and solidify long-term client relationships.

Simultaneously, we assessed the company’s tech stack and internal workflows, from customer onboarding to service delivery. Our IT consulting efforts focused on streamlining project management systems, implementing automation where possible, and optimizing the integration between front-end sales and back-end fulfillment processes. We recommended scalable SaaS solutions, set up new internal SOPs, and provided tech support to staff members as they adapted to updated systems.

The combined impact of our engagement led to improved operational efficiency, higher client retention, and a stronger pipeline of inbound opportunities. Clear2Business became better positioned to scale without compromising service quality or client experience.

By aligning sales strategy with smart technology infrastructure, we helped Clear2Business evolve from a reactive services provider to a proactive, growth-oriented organization with the systems to support long-term expansion.

Client:

Caroline Lowe

Projects:

Business Consulting, B2B Business Development

Website:

contractorbust.com

Contractor Bust, an emerging contractor media, warranty and information platform focused on the construction and home services industry, engaged us during its early-stage development to help solidify its business model, identify monetization strategies, and build relationships within the B2B contractor ecosystem.

The founders had a clear vision, to expose shady practices in the contractor space while also building a trusted brand that connected reputable service providers to commercial and residential clients. Our role was to turn that vision into a scalable business strategy.

We started with foundational business consulting, helping the team define its core value proposition, audience segments, and revenue potential. Through market research and competitor benchmarking, we identified strategic gaps in the industry and mapped out several viable monetization paths, including branded sponsorships, affiliate lead generation, contractor vetting subscriptions, and industry partnerships.

With a strong business model in place, we transitioned into B2B business development. We created a targeted outreach campaign aimed at reputable contractors, supplier networks, and home services platforms that aligned with the mission of integrity and transparency. We also developed pitch materials, email sequences, and LinkedIn engagement scripts to position Contractor Bust as a bold new voice in the space, capable of both critique and collaboration.

Our outreach efforts led to early partnerships, sponsorship interest, and a growing network of industry allies. We also laid the groundwork for potential strategic alliances with legal, insurance, and compliance firms interested in positioning themselves alongside Contractor Bust’s message of accountability.

By fusing investigative media with smart B2B strategy, we helped Contractor Bust evolve from a passion project into a business platform with real commercial potential and a unique brand voice in a traditionally underserved market.

Client:

John Jones

Projects:

Business Consulting, BDR Recruiting, Corporate Training

Website:

www.cuh2o.com

CUH2O, a rapidly growing company in the agricultural, industrial, and residential water treatment industry, brought us in during a critical phase of expansion. They were scaling fast, but lacked the internal systems, talent pipeline, and training infrastructure to support sustained growth. Our team stepped in to provide business consulting, BDR (Business Development Representative) recruiting, and corporate training tailored to their operational needs.

We began with a business consulting engagement that included a thorough analysis of CUH2O’s sales processes, customer acquisition funnel, and team structure. We identified key areas for optimization, including inconsistent messaging, lack of performance metrics, and unclear career progression for entry-level reps.

With clarity around the business model and goals, we launched a targeted BDR recruiting campaign to attract sales talent that could plug directly into CUH2O’s revenue engine. We built a customized hiring pipeline, screened candidates for both sales aptitude and cultural fit, and implemented onboarding sequences that accelerated new hire ramp-up time.

To support the growing team, we developed and facilitated corporate training programs focused on sales psychology, objection handling, water systems knowledge, and in-field appointment conversions. Our training included live workshops, digital resources, and roleplay simulations, empowering CUH2O’s reps with the tools they needed to build trust with customers and close more deals.

As a result of our engagement, CUH2O saw a measurable increase in lead conversion rates, team productivity, and overall morale. Their sales team became more consistent, confident, and aligned with the company’s mission.

This case exemplifies how strategic consulting combined with smart hiring and hands-on training can create long-lasting infrastructure that supports both top-line revenue growth and team development.

Client:

John Jones

Projects:

BPO, CX Staffing, Training

Website:

www.ecopoolcleaning.com

Eco Pool Cleaning, a residential and commercial pool maintenance company focused on eco-friendly solutions, engaged us to support their rapid growth and enhance their customer experience operations. With increasing service requests and customer inquiries, the leadership recognized the need for a more scalable and streamlined support infrastructure. We stepped in to provide Business Process Outsourcing (BPO) solutions, CX (Customer Experience) staffing, and comprehensive training programs.

Our engagement began by analyzing their service workflows, appointment scheduling systems, and customer support channels. We identified gaps in responsiveness, follow-up, and consistency across communication touchpoints. From there, we built a customized BPO strategy to offload and optimize non-core functions—freeing up the internal team to focus on field operations and growth.

We recruited and staffed a remote customer experience team, including inbound call specialists, dispatch coordinators, and virtual account managers. Each team member was handpicked for their professionalism, attention to detail, and ability to communicate with empathy and clarity.

To ensure alignment with Eco Pool Cleaning’s brand and standards, we developed and delivered a robust training program. This included modules on pool service terminology, customer service best practices, CRM usage, and escalation protocols. We also implemented real-time performance tracking, regular coaching sessions, and ongoing quality assurance audits.

Within weeks, the new CX team was fully operational, handling scheduling, customer inquiries, service confirmations, and follow-ups with consistency and care. The internal team experienced fewer distractions, and customer satisfaction scores rose significantly.

By delivering outsourced staffing paired with customized training, we helped Eco Pool Cleaning transform their customer experience model into a reliable, scalable system that supported long-term business growth while staying true to their eco-conscious values.

Client:

Time

Project:

Broker, M&A

Website:

emitsolar.com

Emit Solar, a growing player in the renewable energy sector specializing in solar installations and sustainable solutions, sought expert guidance to explore strategic growth opportunities through mergers and acquisitions. They aimed to expand market share, increase operational capacity, and align with complementary businesses in the evolving solar energy landscape.

Our role was to act as a trusted broker and M&A advisor, providing end-to-end support throughout the acquisition and divestiture process. We began by conducting a detailed market analysis to identify potential acquisition targets and partnership opportunities aligned with Emit Solar’s long-term vision.

Working closely with their leadership team, we prepared comprehensive valuation models, crafted pitch materials, and developed negotiation strategies to ensure favorable deal terms. We also managed communications between buyers, sellers, and legal teams to facilitate due diligence, contract drafting, and closing procedures.

One of the key successes was orchestrating a strategic acquisition of a regional solar installation firm that enhanced Emit Solar’s geographic footprint and added specialized technical expertise to their service offerings. This deal not only accelerated growth but also improved economies of scale and operational efficiencies.

Throughout the process, we maintained transparency and alignment with Emit Solar’s mission of sustainability and customer satisfaction, ensuring cultural fit and smooth integration post-acquisition.

Our brokerage and M&A advisory helped Emit Solar transition from a standalone regional company into a more diversified, competitive force in the renewable energy market, positioned for long-term scalability and increased value creation.

Client:

Alejando Peña

Projects:

Business Development, International Franchising

Website:

www.esollatam.com

ESOL LatAm, a leading English language education provider in Latin America, sought to expand their footprint through international franchising and strategic business development. With a strong brand presence in key Latin American markets, they aimed to scale rapidly by leveraging franchising as a growth engine while ensuring consistent quality and brand standards across new territories.

We partnered with ESOL LatAm to develop a comprehensive business development strategy tailored to international franchising expansion. Our first step was to analyze existing operations, market demand, and competitive landscapes in potential target countries. This research informed a prioritized list of high-potential markets aligned with ESOL LatAm’s mission and business model.

We then created a franchising framework that included detailed guidelines for franchisee selection, operational standards, marketing support, and compliance requirements. This framework ensured that all international partners could replicate ESOL LatAm’s successful educational approach with consistent quality and brand integrity.

To accelerate growth, we spearheaded targeted outreach and lead generation campaigns to attract prospective franchisees, including entrepreneurs, education groups, and local business owners. We crafted sales materials, pitch decks, and engagement sequences designed to communicate the value proposition clearly and inspire confidence.

Throughout the engagement, we facilitated initial franchisee onboarding and training processes, providing strategic advice to smooth market entry and accelerate ramp-up.

The result was a growing network of international franchise locations, each equipped to deliver ESOL LatAm’s high-quality English education and culture of excellence. This approach helped ESOL LatAm rapidly scale across Latin America and beyond, positioning them as a regional leader in English language franchising.

Client:

Dona Zemo

Projects:

Tourism Concierge Business Development

Website:

miamiandbeaches.com

The Greater Miami Convention & Visitors Bureau (GMCVB), a key driver of tourism and hospitality in Miami, partnered with us to enhance their tourism concierge services and develop new business opportunities within the visitor experience ecosystem.

GMCVB sought to elevate the quality and reach of their concierge offerings, aiming to create a seamless, high-touch visitor journey that would boost satisfaction, extend visitor stays, and increase local spending. Our engagement focused on designing and implementing a strategic business development plan tailored to the tourism concierge sector.

We began by analyzing existing concierge touchpoints, partnerships, and service gaps in Miami’s tourism landscape. This audit helped us identify opportunities to integrate technology solutions, expand service offerings, and foster partnerships with local businesses, hotels, attractions, and transportation providers.

With these insights, we crafted a comprehensive business development strategy focused on building a robust network of concierge partners. We led targeted outreach efforts to key stakeholders, hoteliers, event planners, tour operators, and lifestyle brands, to create mutually beneficial collaborations. We also developed branded concierge training materials to ensure consistent service quality across partners.

Our team supported the rollout of new concierge programs designed to deliver personalized visitor experiences, from custom tours to exclusive event access. By leveraging both digital tools and human touchpoints, we helped GMCVB position itself as a forward-thinking leader in Miami’s competitive tourism market.

The initiative resulted in increased visitor engagement, improved service ratings, and expanded revenue streams for both GMCVB and its partners. Through strategic partnerships and innovation, GMCVB strengthened Miami’s reputation as a world-class tourist destination with unparalleled concierge services.

Client:

HI Holding Co.

Projects:

Brand Development, Business Development, M&A

Website:

www.hiholding.com

HI Holding, a diversified investment and business incubator, engaged us to help refine their brand identity, drive business growth, and explore strategic acquisition opportunities to accelerate expansion across multiple sectors.

Our engagement began with brand development, where we collaborated closely with HI Holding’s leadership to craft a compelling brand narrative that accurately reflected their vision, values, and diverse portfolio. We designed messaging frameworks and visual assets that positioned HI Holding as an innovative, forward-thinking leader in the investment and incubation space, helping differentiate them in a competitive market.

Building on the refreshed brand, we implemented a business development strategy targeting potential partners, startups, and investment opportunities aligned with HI Holding’s growth objectives. Through market research, outreach campaigns, and relationship management, we helped HI Holding identify and secure new deal flow, partnerships, and strategic collaborations that expanded their network and influence.

In parallel, we served as advisors in Mergers & Acquisitions (M&A) efforts, guiding HI Holding through valuation analysis, target identification, and deal structuring. We supported due diligence and negotiations to ensure favorable terms while maintaining alignment with the company’s long-term goals.

One of the standout achievements was facilitating the acquisition of a tech startup that complemented HI Holding’s portfolio and unlocked new revenue streams. This deal underscored our ability to blend brand positioning, growth strategies, and M&A expertise into cohesive, value-driving results.

Overall, our partnership with HI Holding enabled them to sharpen their market presence, capitalize on new growth avenues, and strategically scale through acquisitions, positioning the company for sustained success across their expanding business landscape.

Client:

INCHOLDINGS, LLC

Projects:

Business Development, HR Consulting, M&A

Website:

www.incholdings.com

Inc. Holdings, a digital-first business incubator and holding company, engaged us to accelerate their growth through strategic business development, strengthen their human resources capabilities, and pursue targeted mergers and acquisitions to build a diversified portfolio.

Our work began with business development initiatives, where we crafted and executed strategies to identify high-potential opportunities and partnerships aligned with Inc. Holdings’ vision of building scalable, innovative ventures. By leveraging market research and outreach campaigns, we expanded their network across multiple industries, driving lead generation and deal flow.

Recognizing the critical role of talent in scaling startups and operational businesses, we provided comprehensive HR consulting services. We designed and implemented recruitment frameworks, onboarding programs, and organizational policies that supported a distributed remote workforce model, helping Inc. Holdings attract and retain high-caliber independent contractors and team members worldwide. Our HR strategies emphasized culture-building, compliance, and scalable workflows to future-proof the organization.

Parallel to growth and HR efforts, we advised Inc. Holdings on Mergers & Acquisitions (M&A) activities, conducting target market analysis, financial modeling, and deal structuring. We facilitated due diligence and negotiated terms to secure acquisitions that complemented the company’s portfolio, including a strategic purchase that enhanced their digital marketing capabilities.

This multifaceted engagement allowed Inc. Holdings to accelerate expansion while building strong internal infrastructure and acquiring synergistic assets. Our combined approach positioned them as a nimble, well-structured incubator ready to capitalize on new business opportunities in a competitive landscape.

Client:

Christopher Palmer

Projects:

Business Development, IT Consulting, HR Consulting

Website:

www.instantluxuryrentals.com

Instant Luxury Rentals, a premier exotic and luxury vehicle rental company, engaged us to fuel their business growth, optimize their technology infrastructure, and build an effective HR framework to support their rapidly expanding operations.

Our collaboration began with business development, where we identified new customer segments and forged strategic partnerships with luxury hotels, event planners, and lifestyle brands. We crafted targeted marketing campaigns and sales outreach that boosted brand awareness and increased high-net-worth clientele bookings, elevating Instant Luxury Rentals’ market position.

On the technology front, our IT consulting focused on evaluating and enhancing their rental management system, fleet tracking software, and customer booking platforms. We recommended and implemented integrated solutions that improved vehicle availability visibility, streamlined reservation processes, and automated fleet maintenance scheduling. These upgrades enhanced operational efficiency and elevated the customer experience, ensuring seamless luxury service from reservation to return.

To support this growth, we provided HR consulting services aimed at recruiting, training, and retaining a specialized workforce, including chauffeurs, mechanics, and customer service staff. We designed tailored onboarding programs and role-specific training modules that emphasized professionalism, safety, and luxury client service standards. Additionally, we helped develop policies and workflows to maintain compliance and foster a cohesive team culture.

This comprehensive engagement empowered Instant Luxury Rentals to scale operations smoothly, enhance customer satisfaction, and solidify their reputation as a top-tier exotic and luxury vehicle rental provider. By integrating business development, IT, and HR strategies, we helped position Instant Luxury Rentals for sustained success in a highly competitive luxury market.

Client: Christopher Palmer

Projects:

Business Development, IT Consulting, HR Consulting

Website:

www.instantrentacar.com

Instant Rent-a-Car, a fast-growing car rental company catering to a broad consumer base, partnered with us to accelerate growth, streamline technology systems, and enhance human resources processes to support their expanding fleet and customer base.

Our work began with business development initiatives focused on expanding market reach and increasing rental bookings. We conducted detailed market analysis to identify untapped customer segments and designed targeted outreach campaigns tailored for both leisure and corporate clients. We also cultivated partnerships with travel agencies, hotels, and corporate accounts to increase referral business and build a loyal client base.

On the technology side, our IT consulting involved auditing Instant Rent-a-Car’s existing rental management systems, reservation platforms, and fleet tracking software. We recommended and implemented scalable technology solutions that automated booking workflows, improved vehicle availability tracking, and enhanced data integration between front-office and operations teams. This led to reduced manual errors, faster reservation processing, and better fleet utilization.

Simultaneously, our HR consulting services focused on recruitment strategies and workforce management to support growing operations. We developed streamlined hiring processes for drivers, customer service agents, and maintenance staff, along with onboarding and training programs to ensure consistent service quality and compliance with industry regulations. We also advised on building a positive company culture aimed at employee retention and performance.

Through this comprehensive approach, Instant Rent-a-Car was able to scale efficiently, improve operational workflows, and deliver a superior rental experience to customers. Our combined efforts in business development, IT, and HR consulting positioned the company for sustained growth in a competitive car rental market.

Client:

JC Mays

Projects:

Business Development, B2B Consulting, HR Consulting

Website:

www.leadsbranch.com

Leads Branch Marketing, a fast-growing marketing agency specializing in B2B lead generation, engaged us to drive strategic business growth, optimize their B2B client acquisition processes, and build a strong internal team to support scaling operations.

Our partnership began with a deep dive into their current business development approach. We identified opportunities to refine target market segments and tailor outreach strategies to attract higher-quality B2B clients. By implementing data-driven lead generation campaigns and improving the sales funnel, we helped Leads Branch Marketing increase client acquisition rates and secure longer-term contracts with key accounts.

As part of our B2B consulting, we developed customized frameworks to enhance client relationship management and service delivery. We guided the company on improving proposal processes, pricing strategies, and upsell opportunities, which resulted in higher client satisfaction and increased revenue per client. We also advised on competitive positioning to differentiate Leads Branch Marketing in a crowded marketplace.

On the internal front, our HR consulting services focused on recruiting and developing a talented remote workforce capable of supporting rapid growth. We designed hiring strategies, role definitions, and onboarding workflows that ensured alignment with company culture and operational needs. We emphasized scalable team structures and performance management systems to maintain productivity and employee engagement.

Together, these initiatives enabled Leads Branch Marketing to expand their footprint in the B2B lead generation space while building a sustainable organizational foundation. Our combined efforts in business development, consulting, and HR empowered the agency to deliver consistent results for clients and scale efficiently.

Client:

Shannon Ligon, Esq.

Projects:

Business Development

Ligon Law Group, a reputable law firm specializing in personal injury and civil litigation, engaged us to enhance their business development efforts and grow their client base through targeted marketing and relationship-building strategies.

Our collaboration began with a thorough analysis of Ligon Law Group’s current client acquisition channels and competitive landscape. We identified key growth opportunities in both digital and traditional outreach methods, focusing on improving lead quality and conversion rates.

To support business growth, we crafted and executed tailored marketing campaigns emphasizing the firm’s strengths, such as personalized client service and a strong track record of successful case outcomes. We leveraged local SEO, content marketing, and strategic partnerships with referral sources including medical professionals and community organizations. These efforts expanded brand visibility and positioned Ligon Law Group as a trusted legal resource in their markets.

In addition, we implemented processes for better client relationship management and lead nurturing, helping the firm convert inquiries into retained clients more effectively. We also advised on sales funnel optimization to streamline intake and consultation scheduling, reducing response times and enhancing client experience.

Our strategic approach enabled Ligon Law Group to increase qualified leads, improve client retention, and ultimately grow their case load with higher-value matters. By focusing on targeted business development tailored to the legal sector, we helped the firm strengthen their market position and drive sustainable growth.

Client:

Justin Blevins

Projects:

Business Development, HR Consulting, Sales Consulting

Website:

mavcapmgt.com

Maverick Capital, a dynamic real estate investment firm, partnered with us to accelerate national expansion through strategic business development, optimized recruitment systems, and high-performance sales consulting.

We began by building out a comprehensive business development strategy focused on penetrating new markets, building broker relationships, and streamlining acquisitions. By refining internal workflows and optimizing offer submission processes, we increased deal velocity and improved close rates. Our initiatives included developing media kits, lead-gen campaigns, and pitch decks to position Maverick Capital Management as a credible and professional buyer in competitive markets.

Simultaneously, we supported the company’s aggressive scaling goals through HR consulting. We designed a talent acquisition system that allowed the company to recruit and onboard dozens of independent contractors across acquisitions, dispositions, and operations roles. We introduced KPI tracking, performance-based compensation models, and training portals that helped ensure new hires were quickly ramped up and aligned with the company’s fast-paced, high-volume environment.

On the sales consulting side, we worked with acquisitions and dispositions reps to build sales scripts, objection-handling frameworks, and follow-up sequences. We helped roll out CRM pipeline systems and automated nurturing sequences to disposition leads more effectively and maximize assignment revenue. We also introduced incentive structures and override plans that boosted sales team morale and productivity.

Our integrated consulting approach enabled Maverick Capital Management to scale from a small team to a nationwide operation with consistent revenue-producing systems. By combining growth strategy, people operations, and tactical sales execution, we helped lay the foundation for MavCap's emergence as a major player in off-market real estate investment.

Client:

Joseph Lynch

Projects:

Business Development, B2B BDR Training

Website:

www.miamiadcompany.com

Miami Ad Company, a boutique out-of-home advertising firm specializing in high-visibility ad placements across South Florida, brought us in to sharpen their business development strategy and train their Business Development Representatives (BDRs) to drive more consistent B2B deal flow.

Our engagement began with a business development audit, identifying key areas where Miami Ad Company could expand its reach with local businesses, regional brands, and national advertisers. We worked closely with leadership to design a refined outbound strategy focused on high-traffic ad inventory, including transit spaces, street furniture, and mobile units.

We helped build a tiered prospecting plan that segmented opportunities by industry and ad spend potential. This allowed for smarter outreach and better resource allocation across BDRs. We then developed pitch materials, offer structures, and outbound scripts tailored to the decision-makers at media agencies, local franchises, and large corporate advertisers.

In tandem with strategic planning, we launched a custom B2B BDR training program. This included call shadowing, live coaching sessions, and training modules covering cold outreach, email prospecting, objection handling, and consultative sales techniques. We also implemented KPI tracking dashboards to help the team stay accountable to daily and weekly performance goals.

By the end of our engagement, Miami Ad Company had improved its lead-to-close ratios, shortened sales cycles, and expanded its client base into new verticals. The BDR team emerged more confident, skilled, and aligned with the company’s revenue goals. With a scalable sales process and a trained team, Miami Ad Company is now better positioned to compete for high-value ad placements and strategic B2B partnerships.

Client:

Jerry Libbin

Projects:

Member Relations Consulting, PR Consulting

Website:

miamibeachchamber.com

The Miami Beach Chamber of Commerce, a cornerstone institution for supporting local businesses and fostering economic development, engaged us to strengthen their member engagement strategies and enhance their public relations efforts to increase visibility and relevance in a competitive business landscape.

Our member relations consulting began with a comprehensive review of the Chamber’s existing membership experience, communication touchpoints, and event programming. We identified opportunities to better segment members by industry, interests, and engagement level. This allowed us to design personalized outreach strategies that improved retention, boosted event attendance, and increased overall member satisfaction.

We also worked closely with internal teams to revamp onboarding and welcome workflows for new members, ensuring a more impactful first 90 days. By introducing automated check-ins, curated business connection introductions, and member success tracking, the Chamber began to see more engagement from previously passive members and an uptick in referrals.

On the PR consulting side, we helped the Chamber clarify and amplify its public messaging. We advised on media relations strategies, event promotion plans, and community partnership announcements. Additionally, we supported the creation of compelling press releases and media kits that highlighted the Chamber’s impact, key initiatives, and upcoming events.

To elevate credibility and exposure, we also coached spokespeople on positioning and thought leadership strategies, helping them secure speaking engagements and media coverage in local outlets. These efforts improved the Chamber’s visibility and positioned it as an active, forward-thinking leader in the South Florida business ecosystem.

As a result of our work, the Chamber experienced increased member renewals, higher event participation, and stronger community presence, helping it remain a vital platform for business connection and economic influence.

Client:

Kevin Wright

Projects:

Business Development, B2B Consulting

Website:

www.mosthighai.com

Most High AI, the parent brand of Conscious CRM, approached us to help bring their purpose-driven CRM platform to market and carve out a competitive space in the rapidly evolving B2B SaaS and conscious tech ecosystem.

At its core, Conscious CRM was built for mission-led organizations and faith-based service businesses looking for a tech stack aligned with values like transparency, mindfulness, and community impact. However, the brand needed guidance to package this vision into a commercially viable B2B offering. Our engagement started with a full business development strategy tailored to early-stage SaaS growth.

We collaborated on defining ideal customer profiles (ICPs), refining product positioning, and developing messaging that would resonate with spiritual entrepreneurs, wellness brands, non-profits, churches, and coaches. This included crafting offer bundles, pricing tiers, and onboarding flows that made the platform easy to adopt for values-driven business owners.

Through our B2B consulting work, we helped build and train an outbound sales strategy targeting strategic partnership opportunities with complementary service providers, such as virtual assistants, marketing agencies, and conscious business coaches. We also advised on thought leadership content and social proof strategies to increase credibility, leading to podcast appearances, influencer collaborations, and niche community partnerships.

Additionally, we supported CRM onboarding templates and feature enhancements that made Conscious CRM more user-friendly and aligned with the unique needs of heart-centered businesses.

Our involvement helped Most High AI successfully roll out Conscious CRM into beta, build a pipeline of early adopters, and position the platform for scalable growth in an underserved but rapidly growing market. With a clear go-to-market strategy, meaningful brand story, and operational support, the company gained traction with both paying clients and strategic partners.

Client:

Katherine Franco

Projects:

NPO Consulting

Website:

https://www.neighborhoodfridge.org

Neighborhood Fridge, a grassroots nonprofit organization dedicated to combating food insecurity through community-supported free fridge installations, partnered with us to bring structure, strategy, and sustainability to their rapidly growing movement.

As their mission gained traction and visibility, Neighborhood Fridge faced new challenges common to early-stage nonprofits: managing resources, coordinating volunteers, scaling outreach, and maintaining transparency with stakeholders. We stepped in to provide nonprofit consulting (NPO Consulting) to lay a solid operational and strategic foundation that would allow the organization to expand its impact while staying true to its mission.

Our work began with an operational assessment to evaluate their current processes around donation tracking, volunteer coordination, and community outreach. We introduced lightweight systems for managing in-kind donations, food partner relationships, and fridge maintenance schedules. This ensured consistency and accountability across their locations while reducing burnout for core team members.

We also guided the team through the development of a scalable organizational structure, including role definitions, standard operating procedures, and onboarding materials for new volunteers and team leads. This helped formalize their growing team and reduce dependency on a small handful of founders and organizers.

On the fundraising and visibility side, we advised on sponsorship pitch decks, donor relations, and grant application strategies, positioning Neighborhood Fridge to attract institutional support and recurring funding. We also facilitated partnerships with local food distributors, community centers, and small businesses, helping embed each fridge deeper into its surrounding neighborhood.

As a result, Neighborhood Fridge became more sustainable, more structured, and more empowered to expand responsibly. Their grassroots impact was amplified by systems that allowed for greater consistency, scale, and transparency, laying the groundwork for long-term growth as a model for community-led food justice.

Client:

Zachery Stetson

Projects:

Business Development, Franchise Consulting

Website:

www.phonerepairand.com

Phone Repair &, a local tech repair and device trade-in business, had strong roots in its community and a profitable service model. However, the leadership team sought to scale beyond a single location and tap into regional demand for affordable, trusted repair services. They engaged us to develop a strategy that would position them for growth, first through business development, and then through a franchise consulting model designed for scalability.

Our first step was a full review of their business model, identifying the highest-margin services, customer lifetime value opportunities, and operational bottlenecks. We refined their brand messaging, service tiers, and upselling strategies for repairs, accessories, and device trade-ins. We also introduced localized marketing campaigns, including SEO, referral programs, and in-store promotions, to boost foot traffic and generate more recurring customers.

Next, we helped the founders prepare for franchise expansion by creating a franchise-ready business blueprint. This included detailed documentation of operational procedures, employee training manuals, inventory and pricing systems, and quality control processes. We guided them in structuring a franchise package that balanced profitability with affordability, positioning the brand as an attractive opportunity for aspiring entrepreneurs in underserved markets.

We also developed marketing and recruiting materials aimed at attracting franchisees, including pitch decks, owner testimonials, and sample financial models. To support scalability, we consulted on vendor relationships, CRM systems, and territory development strategies.

By the end of our engagement, Phone Repair & Computers was equipped with the structure, brand assets, and operational clarity needed to expand into new markets through both company-owned and franchise locations. Our business development and franchise consulting work provided a roadmap for sustainable, replicable growth, turning a reliable local service into a scalable regional brand.

Client:

Wendy Navas

Projects:

Business Development, HR Consulting

Website:

www.precision-estimates.com

Precision Estimates, a niche service provider offering professional construction takeoff and cost estimation services, came to us at a pivotal point in their growth. With a strong reputation in the residential and light commercial construction markets, they sought to expand their operations, improve internal structure, and position themselves for consistent B2B deal flow. Our dual focus was on business development and HR consulting to build a foundation for scale and long-term sustainability.

From a business development perspective, we began by analyzing Precision’s ideal client profile and sales funnel. We restructured their outreach strategy, refined service offerings, and created packages tailored to general contractors, architects, and real estate developers. We also advised on CRM optimization, lead generation workflows, and outbound sales tactics to boost monthly client acquisition. Additionally, we supported brand positioning updates to better reflect the company’s technical precision and project management reliability, which helped close larger accounts with multi-project pipelines.

On the HR consulting side, we helped professionalize the company’s internal operations. We developed job descriptions, implemented hiring scorecards, and trained management on performance tracking systems for estimators and client success reps. Recognizing the importance of technical expertise in estimation roles, we also created onboarding programs and skill assessments to ensure new hires could meet quality standards from day one.

Furthermore, we introduced compensation structures and incentive plans aligned with productivity and project accuracy, which increased team morale and reduced turnaround times without compromising quality.

As a result of our engagement, Precision Estimates experienced a marked increase in client retention, team efficiency, and overall revenue. With a more focused go-to-market strategy and a streamlined internal team, the company was positioned for sustainable growth in a competitive industry, with a reputation for delivering reliable, on-time, and accurate project estimates.

Client:

Natalia Rondon

Projects:

International Business Development

Website:

www.propieadmin.com

Propie Admin, a short-term and vacation rental property management agency headquartered in Latin America, engaged us to lead its international business development as it prepared to expand its service footprint into high-demand vacation markets across North America, the Caribbean, and parts of Europe.

With deep expertise in managing Airbnb, Vrbo, and other vacation rental platforms, Propie Admin already had a strong foundation in operations, handling everything from guest communications and dynamic pricing to housekeeping coordination and calendar optimization. What they needed was a clear, scalable pathway to acquire and manage properties internationally while competing with both local and global property managers.

We began by identifying key expansion markets, specifically targeting cities and regions with high tourism traffic, favorable regulations for short-term rentals, and fragmented management competition. From there, we developed market entry playbooks that outlined localized value propositions, owner acquisition strategies, and partnership opportunities.

We helped refine the brand messaging for international audiences and built bilingual pitch materials, investor decks, and owner onboarding funnels. Our outreach strategies included LinkedIn prospecting, B2B partnerships with real estate agents and brokerages, and property owner lead generation through SEO-optimized landing pages and targeted advertising.

Additionally, we advised on remote operations infrastructure and cross-border compliance to ensure that Propie Admin could manage international properties seamlessly without sacrificing service quality or guest experience. This included reviewing payment processing tools, scheduling systems, and 24/7 guest support workflows.

As a result, Propie Admin secured its first portfolio of international clients within 90 days and successfully expanded its reach into multiple vacation hotspots. With a global growth strategy in place and localized systems to support it, the company established itself as a high-touch, tech-enabled solution for property owners seeking stress-free, profitable rental income across borders.

Client:

Hector Gómez

Projects:

International Business Development, B2B BDR Training, HR Consulting

Website:

www.rayosverdes.com

Rayos Verdes, a leading solar energy company providing clean, affordable solar solutions across Latin America, partnered with us to accelerate their international business development, build an effective B2B sales team, and establish scalable HR systems to support rapid growth.

With a mission to expand solar adoption and provide sustainable energy alternatives in emerging markets, Rayos Verdes needed a strategic approach to enter new countries, connect with commercial and residential clients, and streamline internal operations to handle expansion.

We began by mapping out key target markets across Latin America, prioritizing regions with favorable solar incentives and high energy costs. We developed tailored value propositions emphasizing cost savings, environmental impact, and energy independence, customized for commercial developers, agricultural clients, and government programs.

To scale their sales efforts, we designed and delivered a comprehensive B2B Business Development Representative (BDR) training program. This included prospecting strategies, sales scripts focused on consultative selling, CRM pipeline management, and performance metrics. This framework allowed Rayos Verdes to efficiently recruit, onboard, and train local sales teams capable of converting leads into contracts.

On the HR consulting front, we built recruitment and onboarding protocols aligned with the company’s mission-driven culture. We established role scorecards, remote work guidelines, and compliance frameworks to support hiring across multiple Latin American countries, ensuring smooth team integration and operational consistency.

Through these initiatives, Rayos Verdes successfully launched operations in multiple new markets, expanded their pipeline with strategic B2B partnerships, and built a motivated, scalable sales and support team. Our work helped position Rayos Verdes as a key player accelerating solar energy adoption across the region with sustainable growth and operational excellence.

Client:

Evan Rose

Projects:

Business Development, Financial Consulting

Website:

www.refreshedcredit.com

Refreshed Credit, a division of Refreshed Financial, specializes in credit repair and financial wellness services aimed at helping individuals rebuild their credit profiles and improve financial health. When they sought to expand their market presence and optimize financial operations, they engaged us to provide business development strategies and financial consulting expertise to scale sustainably.

Our initial focus was on developing a clear growth roadmap that aligned marketing, sales, and operational goals. We analyzed existing client acquisition channels, identified high-potential segments, and refined their value proposition to resonate with diverse consumer profiles, especially targeting underserved credit repair clients. This strategic repositioning helped enhance lead generation efforts and increase conversion rates.

In the business development realm, we crafted partnership frameworks to build alliances with real estate agents, mortgage brokers, and financial advisors. These partnerships expanded Refreshed Credit’s referral networks, significantly boosting qualified lead flow and cross-selling opportunities. We also guided the integration of CRM tools and automated workflows to improve client onboarding and follow-up processes.

From a financial consulting perspective, we reviewed operational budgets, cash flow management, and pricing models to improve profitability without sacrificing service quality. We introduced financial forecasting and reporting tools, empowering leadership to make data-driven decisions and plan for sustainable growth. Additionally, we advised on compliance and regulatory best practices specific to the credit repair industry, minimizing risk while enhancing client trust.

As a result of our engagement, Refreshed Credit experienced measurable growth in new client acquisition and revenue, improved financial controls, and strengthened strategic partnerships. The company emerged better equipped to navigate the competitive financial services landscape with scalable processes and a solid foundation for long-term success.

Client:

Joshua Jenkins

Projects:

Business Consulting, Capital Raising, M&A

Website:

REILY.co

REILY, an emerging player in the real estate industry, engaged us to provide comprehensive business consulting, assist in capital raising, and support strategic mergers and acquisitions aimed at accelerating growth and market presence.

Our consulting work began with a deep dive into REILY’s operations, competitive landscape, and growth objectives. We identified key areas for optimization including organizational structure, product positioning, and go-to-market strategies. By aligning operational capabilities with strategic goals, we developed a tailored roadmap to enhance efficiency and scalability.

Capital raising was a critical component of REILY’s growth plan. We guided the company through the entire process, from refining their investor pitch and financial models to identifying and engaging potential investors. Leveraging our network of venture capitalists, private equity firms, and strategic partners, we successfully facilitated several funding rounds. These capital infusions enabled REILY to invest in its SaaS and mobile app products development, expand their sales team, and scale operations effectively.

Simultaneously, we supported REILY in navigating the complexities of mergers and acquisitions to accelerate market expansion. Our team conducted thorough due diligence on potential acquisition targets, assessed synergies, and helped negotiate deal terms that aligned with REILY’s long-term vision. Post-merger integration strategies were crafted to ensure smooth transitions and maximize value realization.

Throughout the engagement, we worked closely with REILY’s leadership to build sustainable growth strategies and robust financial frameworks. Our combined efforts resulted in successfully closing multiple funding rounds, completing strategic acquisitions, and positioning REILY for continued success in a competitive real estate marketplace.

MD Rep:

Jim Stokes

Projects:

Franchise Ownership, Business Development, Sales Consulting, Sales Training

Website:

t-mobile.com

T-Mobile, a leader in wireless communications, partnered with us to support their franchise ownership program and enhance business development initiatives at the franchise level. Our engagement focused on empowering franchisees to maximize sales performance, streamline operations, and grow their local market presence.

We began by working directly with franchise owners to identify key growth opportunities and operational challenges within their territories. Through detailed business development consulting, we helped franchises optimize customer acquisition strategies, implement localized marketing efforts, and improve community engagement to boost brand loyalty.

Our sales consulting provided tailored guidance on sales process improvements, pipeline management, and competitive positioning. We analyzed existing sales workflows and recommended best practices to increase conversion rates, reduce sales cycle times, and enhance customer satisfaction. These improvements translated into measurable increases in revenue and repeat business.

To support sustainable growth, we designed and delivered a comprehensive sales training program tailored to franchise teams. This program covered consultative selling techniques, objection handling, upselling, and customer relationship management. Training sessions were delivered both in-person and virtually to accommodate diverse team schedules and locations.

In addition, we developed ongoing coaching frameworks and performance tracking metrics to ensure that franchise sales teams remained aligned with T-Mobile’s corporate goals and brand standards.

Our combined efforts helped franchise owners accelerate revenue growth, improve operational efficiency, and strengthen customer relationships. The program’s success contributed to a more cohesive franchise network capable of adapting to market shifts and consistently delivering exceptional service.

Client:

Jake Leicht

Projects:

Business Development, Sales Consulting

Website:

theflipsecrets.com

The Flip Secrets, a real estate investment education platform, enlisted our expertise to expand their business development initiatives and optimize their sales strategies for sustainable growth in a competitive market.

Our engagement began with a thorough analysis of The Flip Secrets’ existing sales funnel and market positioning. We identified opportunities to enhance lead generation, nurture prospects more effectively, and improve overall conversion rates. Understanding the unique needs of real estate investors, we refined messaging to highlight the platform’s distinct value propositions, expertise, actionable insights, and proven strategies for flipping properties profitably.

In the realm of business development, we helped The Flip Secrets forge strategic partnerships with industry influencers, real estate agents, and financing institutions. These alliances not only expanded their referral networks but also created synergistic marketing opportunities that increased brand visibility and credibility within the real estate community.

On the sales consulting front, we revamped the sales process by introducing consultative selling techniques designed to build trust and address specific investor pain points. We developed customized sales scripts, objection handling frameworks, and follow-up sequences tailored to different audience segments. These tools empowered the sales team to engage prospects more effectively and close deals with greater consistency.

Additionally, we implemented CRM optimizations to track leads, monitor sales activities, and generate actionable insights. This data-driven approach enabled ongoing refinement of sales tactics and better alignment between marketing and sales efforts.

As a result, The Flip Secrets experienced increased lead conversion, higher enrollment in their educational programs, and stronger partnership ecosystems. Our collaboration positioned the company for scalable growth and enhanced its reputation as a trusted authority in real estate investment education.

Client:

Luis De Jesus

Projects:

Business, Consulting Publishing Consulting

Website:

https://www.amazon.com/-/es/Luis-Jesus-ebook/dp/B00D8KWEFI

The Kings of Dance is a compelling novel based on a true story that traces the origins of disco and breakdancing, capturing a vibrant slice of cultural history. The author sought our expertise to navigate the complexities of book publishing and to build a sustainable business model around the novel’s launch and promotion.

Our engagement began with publishing consulting, where we advised on manuscript preparation, editing processes, and selecting the most effective publishing routes, whether traditional publishing, hybrid, or self-publishing. We provided guidance on rights management and distribution channels to ensure maximum reach, including print, eBook, and audiobook formats.

To create a strong market presence, we developed a targeted book launch strategy, including marketing campaigns focused on dance communities, cultural organizations, and music history enthusiasts. We helped establish partnerships with venues and influencers relevant to the novel’s themes to boost visibility and engage core audiences authentically.

On the business consulting side, we worked with the author to structure revenue streams beyond book sales, exploring opportunities for speaking engagements, licensing deals, and event partnerships tied to the novel’s cultural narrative. We assisted in developing a brand identity that aligned with the story’s energetic and historic nature, supporting sustained audience growth.

Additionally, we helped craft outreach plans for literary events, book signings, and media appearances to amplify the novel’s impact.

Through this comprehensive support, The Kings of Dance successfully positioned itself not just as a book, but as a cultural project celebrating the roots of disco and breakdancing, helping the author build a lasting platform and connect deeply with readers and communities.

Client:

Sara Moreno

Projects:

International Business Development

Website:

www.todoagencia.com

Todo Agencia, a dynamic marketing agency focused on the Latin American market, engaged us to accelerate their international business development efforts and expand their client base across the region.

Our collaboration began with a comprehensive market analysis to identify growth opportunities within Latin America’s diverse economies and marketing landscapes. We assessed competitive positioning, regional trends, and client needs to tailor Todo Agencia’s service offerings for maximum appeal and relevance in targeted markets.

Leveraging our extensive network and regional expertise, we facilitated connections with key stakeholders, including multinational companies, local businesses, and strategic partners. These introductions opened doors for collaborative campaigns and joint ventures, helping Todo Agencia establish a foothold in new territories.

We also supported the development of culturally nuanced business strategies that respected regional variations in language, customs, and consumer behavior, critical factors for successful marketing in Latin America. This included advising on localized branding, digital marketing tactics, and partnership models.

To streamline their international expansion, we provided guidance on regulatory compliance, cross-border communications, and operational scalability. Our goal was to equip Todo Agencia with the tools and insights needed to operate efficiently across borders and adapt quickly to market demands.

As a result, Todo Agencia significantly broadened its international client portfolio, increased revenue streams, and enhanced brand recognition throughout Latin America. The agency is now better positioned to compete in the rapidly evolving marketing sector, delivering tailored solutions that resonate across multiple countries.

Our partnership empowered Todo Agencia to move beyond national boundaries and thrive as a regional marketing leader, driving growth through strategic international business development.

Client:

Daniela Rodriguez

Projects:

Business Consulting, Marketing Consulting

Website:

www.UnitedSellersAssistance.com

United Seller’s Assistance is a consumer advocacy brand dedicated to helping homeowners sell their houses for cash safely and transparently. Acting as a trusted intermediary between real estate investors, cash buyers, and homeowners, they needed strategic guidance to strengthen their position as a consumer protection authority in the fast-moving real estate market.

Our engagement began with business consulting focused on refining their service model to enhance trust, credibility, and operational efficiency. We helped United Seller’s Assistance develop clear protocols and educational resources to empower sellers, ensuring they understood the cash sale process, their rights, and how to avoid common pitfalls in real estate transactions.

On the marketing consulting side, we crafted messaging that emphasized transparency, protection, and ease of transaction, key concerns for homeowners seeking quick cash sales without risk. We designed targeted campaigns that reached distressed sellers and property owners looking for fast, fair offers, leveraging digital marketing channels, community outreach, and partnerships with local real estate professionals.

We also implemented a lead qualification system to connect homeowners only with reputable cash buyers, reinforcing the brand’s role as a reliable intermediary. This approach helped build homeowner confidence and increased successful transaction rates.

Through strategic business and marketing improvements, United Seller’s Assistance grew its reputation as a trusted advocate for homeowners, expanded its reach, and improved consumer outcomes in cash real estate sales. The brand now effectively bridges the gap between sellers and investors, ensuring safe, efficient, and transparent property transactions.

Client:

Adellie Labrador

Projects:

Business Development, HR Consulting

Website:

vapros.com

VA Pros, a virtual assistant staffing company, partnered with us to accelerate their growth and optimize their human resources functions to meet increasing client demands efficiently.

Our collaboration began with a deep dive into their current business development strategies. We identified opportunities to expand their market reach and diversify their client base across various industries requiring virtual assistant support. By refining their value proposition and sales approach, we helped VA Pros attract higher-quality leads and close deals more effectively.

On the HR consulting side, we assessed their recruitment and onboarding processes to enhance the quality and retention of virtual assistants. We implemented structured hiring frameworks, competency-based interviews, and performance management systems designed to ensure the right match between clients and VAs, improving satisfaction on both ends.

We also advised on scalable HR policies and workforce planning strategies to support their rapid expansion while maintaining a strong company culture and compliance with labor regulations in different jurisdictions.

Our team helped VA Pros build training programs to continuously develop the skills of their VAs, aligning talent capabilities with evolving client needs and market trends.

As a result, VA Pros significantly increased their operational capacity and client acquisition rates. Improved HR frameworks reduced turnover and increased productivity, contributing to stronger client relationships and positive referrals.

This partnership enabled VA Pros to solidify its position as a trusted provider of high-quality virtual assistant services, ready to scale sustainably in a competitive and growing market.

Client:

Margaret May

Projects:

Business Development, Publishing Consulting

Website:

www.wakeupwrite.com

Wake Up Write, an emerging book publishing company, engaged us to support their business growth and strengthen their publishing operations in a competitive industry.

Our partnership began with a thorough assessment of their market positioning, identifying growth opportunities and potential challenges within the publishing landscape. Leveraging our expertise, we crafted a strategic business development plan aimed at expanding their author base and increasing book sales across multiple formats including print, digital, and audio.

In terms of publishing consulting, we advised Wake Up Write on streamlining editorial workflows, improving manuscript review processes, and enhancing production timelines to ensure high-quality, timely releases. We also supported them in selecting effective distribution channels, negotiating with retailers, and optimizing royalty structures to maximize revenue for both the publisher and authors.

To boost visibility and market penetration, we helped design targeted marketing campaigns tailored to specific genres and reader demographics. These campaigns integrated social media promotion, influencer partnerships, and virtual book launch events, which strengthened brand awareness and author engagement.

Additionally, we assisted Wake Up Write in building long-term relationships with literary agents and book reviewers, creating a network that supports sustained growth and credibility in the publishing community.

As a result of our collaboration, Wake Up Write successfully expanded its author roster, improved operational efficiency, and enhanced its reputation as a forward-thinking, author-centric publisher. The company is now well-positioned to capitalize on emerging trends and compete effectively in a fast-evolving marketplace.