Update:

AmeriTeam Realty was acquired and merged with Robert Slack Realty

Client:

Alan Randel

Projects:

Market Analysis and Competitive Positioning, Strategic Partnership Development with Real Estate Agents and Brokers, Expansion of Agent Recruitment Pipelines, Sales Process Optimization and Lead Funnel Management, Development and Delivery of Real Estate Agent Training Programs Focused on Marketing And Lead Generation, Implementation of Technology Solutions to Support Business Growth and Agent Performance, Ongoing Performance Tracking and Business Growth Reporting

Websites:

www.AmeriTeamRealty.com

www.AmeriTeamCareers.com

AmeriTeam Realty engaged us to drive growth by strengthening their business development capabilities across multiple facets of their operation. Our first focus was on expanding their real estate agent network, where we built robust recruitment pipelines and developed strategic partnerships with top-performing agents and brokers. By analyzing the competitive landscape and identifying market opportunities, we positioned AmeriTeam Realty as a premier choice for real estate professionals looking for innovative support and growth potential.

To empower their agents, we designed and delivered comprehensive training programs on marketing strategies and lead generation techniques, enhancing agents’ ability to attract and convert clients. We optimized sales processes by implementing streamlined lead funnel management tools, ensuring consistent follow-up and higher conversion rates.

Recognizing the critical role of technology in scaling, we provided IT consulting and tech support to integrate and maintain a full-stack system tailored to AmeriTeam’s needs. This enhanced operational efficiency and provided agents with cutting-edge tools to better serve clients.

Throughout the partnership, we monitored performance metrics closely, delivering actionable insights that informed continuous improvement and strategic decision-making. The combined efforts resulted in recruiting over 300 agents, improved sales performance, and a more scalable business model.

Ultimately, our business development management services helped AmeriTeam Realty solidify their market position, drive sustainable growth, and provide superior support to their expanding network of real estate professionals.

Client:

Luis De Jesus

Projects:

Independent Literary Agent Training, Book Launch Event Planning, Venue Partnerships, Strategic Partnership Development, Marketing Strategy Consultation, Event Coordination, Network Expansion

Website:

www.AuthorsAdvantage.com

Author’s Advantage sought our expertise to elevate their position in the literary market by expanding their network and enhancing their event offerings. We worked closely with their team to develop and implement a robust business development strategy centered around their core services of independent literary agent training and book launch event planning.

We helped Author’s Advantage establish and nurture key venue partnerships, securing premium locations that boosted event visibility and attendee experience. Our strategic partnership development efforts extended beyond venues to include collaborations with marketing firms, publishing professionals, and industry influencers, broadening their reach and influence.

By coordinating book launch events with precision and creativity, we helped authors generate momentum and media buzz, improving book sales and brand recognition. Our marketing strategy consultation focused on targeting the right audiences, leveraging social media, and optimizing outreach campaigns for maximum engagement.

Throughout the partnership, we prioritized network expansion to build a sustainable pipeline of clients and partners, ensuring ongoing growth and business continuity.

The result was a measurable increase in event attendance, stronger partnerships, and a more recognizable brand in the independent literary space. Author’s Advantage is now positioned as a go-to resource for authors and agents looking to navigate the complexities of book publishing and marketing.

Client:

Billow Capital, Ltd.

Projects:

Business Development Strategy, Capital Raising Support, Mergers and Acquisitions Advisory, Investor Relations Management, Market Research and Competitive Analysis, Deal Sourcing and Negotiation, Partnership Development

Website:

www.BillowCapital.com

Billow Venture Capital partnered with us to accelerate their growth and expand their portfolio through strategic business development and capital raising efforts. Our collaboration began by refining their business development strategy, focusing on identifying high-potential investment opportunities and cultivating relationships with key stakeholders in the venture ecosystem.

We supported Billow in capital raising by preparing compelling pitch materials, coordinating investor outreach, and facilitating meetings with potential backers. Our team also provided advisory services for mergers and acquisitions, guiding Billow through deal sourcing, valuation, due diligence, and negotiation processes to maximize value and minimize risk.

Investor relations management was a critical component of our work, where we developed ongoing communication strategies to keep current and prospective investors informed and engaged. Additionally, our market research and competitive analysis helped Billow stay ahead of emerging trends and adjust their strategy accordingly.

Through targeted partnership development, we connected Billow with complementary businesses and industry leaders, enhancing deal flow and strategic positioning.

Our comprehensive business development management approach enabled Billow Venture Capital to raise significant new funds, execute successful acquisitions, and strengthen their presence in the competitive venture capital landscape, ultimately driving sustainable growth and long-term success.

Client:

Richard DiPatri

Projects:

Government Contracting, Internship Program Development, Apprenticeship Program Coordination, Departmental Partnership Building, Contract Acquisition Strategy, Networking And Relationship Management, Independent Contract Consulting

Website:

brevardschools.org

Chris' journey with Brevard Public Schools began as an intern, where he gained firsthand experience navigating the complex environment of a large public institution. Recognizing the opportunity to contribute more significantly, he secured an apprenticeship that allowed him to collaborate closely with multiple departments within the school board. This cross-departmental exposure expanded my understanding of their operational and contracting needs.

Leveraging the relationships he built during his apprenticeship and evolved from a pilot OJT (On-the-Job Training) internship program, he developed strategies to pursue government contracting opportunities more effectively. This effort culminated in securing a formal contract with Brevard Public Schools, providing valuable services tailored to their unique requirements.

Beyond the initial contract, a network of employees within the school board referred multiple independent contracts, which he managed alongside the primary engagement. These referrals were a testament to the trust and professional rapport Chris had established within the organization.

Throughout this period, Chris focused on strengthening partnerships between various departments, ensuring streamlined communication and collaboration. He also contributed to the design and implementation of programs that benefited both the school district and participants.

The comprehensive business development management efforts not only resulted in increased contract acquisition but also fostered sustainable, long-term relationships that enhanced service delivery and opened doors for continued collaboration with Brevard Public Schools and its network.

Clients:

Blake Mallen, Nick Sarnicola, Ryan Blair

Projects:

Recruiting Strategy Development, Independent Business Opportunity (IBO) Promotion, Talent Acquisition, Market Expansion Planning, Sales Team Development, Partnership Outreach, Lead Generation

Website:

carlyle.com

At Carlyle, our focus was on accelerating growth through effective recruiting and promotion of their Independent Business Opportunity (IBO) programs. We developed a comprehensive recruiting strategy designed to attract high-caliber talent aligned with Carlyle’s goals and culture, ensuring a strong pipeline of motivated professionals.

We enhanced the promotion of Carlyle’s IBO offerings by crafting targeted marketing campaigns that clearly communicated the value and opportunity available to prospective partners. This approach expanded awareness and interest, helping to build a robust network of independent business operators.

Our business development management efforts included market expansion planning to identify and penetrate new regions and demographics. We provided sales team development support, equipping recruiters and sales professionals with training and tools to increase conversion rates and customer engagement.

Strategic partnership outreach was also a key component, as we connected Carlyle with complementary organizations to create mutually beneficial relationships that broadened market reach.

Lead generation initiatives underpinned all these efforts, leveraging digital marketing and networking tactics to continuously fuel the sales and recruitment funnels.

The result was an invigorated recruiting process, increased adoption of IBO programs, and a strengthened market presence that positioned Carlyle for scalable growth in a competitive landscape.

Client:

The late Mayor Mattie Bower

Projects:

Advertising Strategy Development, Public Space Utilization, Committee Coordination, Stakeholder Engagement, Policy Advisory, Vendor Management, Campaign Planning

Website:

miamibeachfl.gov

Working with the City of Miami Beach, we provided strategic business development management focused on optimizing advertising opportunities in public spaces. Our role centered on advising and coordinating the Advertising in Public Spaces Committee, a key body responsible for overseeing and regulating advertising installations throughout the city.

We developed comprehensive advertising strategies that balanced revenue generation with aesthetic and community standards, ensuring that public spaces were used effectively while maintaining the city’s unique cultural and environmental character. Our engagement involved extensive stakeholder management, bringing together city officials, local businesses, vendors, and community groups to build consensus around advertising policies and initiatives.

Through vendor management, we streamlined the selection and oversight of advertising partners, ensuring compliance with city regulations and contract terms. We also led campaign planning efforts to maximize the impact and reach of public advertising projects, aligning them with broader city goals such as tourism promotion and economic development.

Our advisory services included policy recommendations to refine advertising guidelines and address emerging trends in outdoor media, positioning Miami Beach as a forward-thinking city in the realm of public space advertising.

The collaboration resulted in more efficient committee operations, enhanced advertising campaigns, and stronger partnerships among stakeholders, ultimately contributing to a vibrant and economically beneficial public advertising ecosystem in Miami Beach.

Client:

The late Alan Helbing

Projects:

Business Development Strategy, IT Consulting Integration, Client Relationship Management, Sales Process Optimization, Market Expansion Planning, Technology Solution Advisory, Partnership Development

Website:

www.clear2business.com

Our partnership with Clear2Business focused on driving growth through a comprehensive business development management approach that integrated both strategic planning and technology consulting. We began by analyzing Clear2Business’s current market position and identifying key opportunities for expansion and client acquisition.

We developed a tailored business development strategy designed to optimize sales processes and deepen client relationships. By aligning sales efforts with Clear2Business’s technology offerings, we ensured a cohesive approach that highlighted their value proposition and competitive advantages.

In parallel, we provided IT consulting integration services, advising on the adoption and implementation of technology solutions that enhanced operational efficiency and service delivery. This dual focus on business and technology allowed Clear2Business to streamline workflows and improve customer satisfaction.

Market expansion planning was a critical part of our work, targeting new sectors and geographies where Clear2Business could grow its footprint. We also facilitated strategic partnerships that broadened their reach and opened new avenues for collaboration.

Throughout the engagement, client relationship management was prioritized, with the establishment of feedback loops and communication channels that strengthened loyalty and repeat business.

Our business development management efforts resulted in increased market share, more effective sales operations, and a robust pipeline of strategic partnerships, positioning Clear2Business for sustained growth and innovation in their industry.

Client:

Caroline Lowe

Projects:

Business Model Optimization, B2B Outreach Strategy, Lead Generation Systems, Sales Funnel Development, CRM Implementation, Revenue Channel Expansion, Strategic Partnership Development

Website:

contractorbust.com

For Contractor Bust, our role was to revamp and accelerate their business development operations, targeting sustainable growth within the B2B construction and contractor service space. We began by conducting a comprehensive audit of their business model, identifying inefficiencies in their customer acquisition and client engagement strategies.

One of our core contributions was optimizing their B2B outreach approach. We designed and deployed tailored outreach sequences that targeted general contractors, service providers, and property management firms, key partners in their ecosystem. Our outreach playbooks focused on value-driven conversations that quickly built credibility and trust.

We implemented modern lead generation systems and developed a full sales funnel architecture, ensuring that cold leads could be nurtured into qualified opportunities through a series of well-structured touchpoints. In tandem, we introduced a CRM to track, manage, and analyze sales activity, resulting in significantly improved visibility and accountability across the team.

Contractor Bust also needed to diversify revenue sources, so we helped them identify and build out new channels including strategic affiliate relationships and service partnerships. These initiatives opened up additional income streams while strengthening their position in the marketplace.

With our guidance, Contractor Bust transitioned from a scattered and reactive growth strategy to a structured, tech-enabled, and scalable business development operation. The transformation improved customer acquisition rates, sales team performance, and operational visibility, laying the foundation for predictable and long-term growth.

Client:

John Jones

Projects:

Business Strategy Development, BDR Recruitment and Training, Corporate Sales Enablement, CRM and Pipeline Optimization, Team Performance Management, Strategic Outreach Campaigns, Partnership Development

Website:

www.cuh2o.com

CUH2O, a water treatment company serving the agricultural, industrial, and residential sectors, partnered with us to develop a scalable business development operation that could support its multi-market ambitions. With demand for clean, sustainable water solutions growing, CUH2O needed the infrastructure, people, and processes to capitalize on emerging opportunities across industries.

We began by refining their business development strategy to align with sector-specific priorities, crafting segmented outreach plans for each vertical, farmers and agri-businesses, industrial facilities, and residential service providers. This allowed for more targeted messaging and effective sales conversions.

To support the execution, we built their Business Development Representative (BDR) team from the ground up. We sourced, hired, and trained candidates on CUH2O’s unique value proposition, solution offerings, and compliance standards. Each BDR was equipped with playbooks, email/phone scripts, and performance KPIs, ensuring consistent outreach quality.

A custom CRM and pipeline structure were implemented to monitor leads by vertical, track conversion data, and measure individual/team output. Real-time reporting enabled the leadership team to make informed decisions and forecast future revenue opportunities.

We also launched a series of strategic outreach campaigns focused on water compliance upgrades, sustainability initiatives, and cost-reduction benefits, appealing directly to decision-makers in agriculture, manufacturing, and property development. These efforts led to a spike in inbound inquiries and long-term contracts.

In addition to internal scaling, we secured several strategic partnerships, including equipment suppliers and regional maintenance providers, to extend CUH2O’s reach and service delivery capabilities.

By the close of our engagement, CUH2O had transitioned from a fragmented sales process to a fully systematized business development operation capable of supporting growth across multiple verticals and territories.

Client:

John Jones

Projects:

Business Strategy Development, CX Staffing and Training, BPO Systems Implementation, Sales Funnel Optimization, Service Offering Expansion, CRM Setup and Automation, Strategic Partner Outreach

Website:

www.ecopoolcleaning.com

Eco Pool Cleaning, a pool maintenance and eco-friendly cleaning company, approached us during a phase of rapid client growth that outpaced their internal operational capabilities. They were struggling to manage customer service, track leads effectively, and consistently convert inquiries into long-term service contracts.

Our team stepped in to develop a comprehensive business development plan that prioritized scalability, automation, and customer experience. We started by implementing a Business Process Outsourcing (BPO) model, sourcing and training a remote customer experience (CX) team to handle inbound inquiries, client onboarding, and retention efforts. This staffing solution immediately reduced the operational burden on the field team and improved client responsiveness.

We then designed and deployed a CRM system tailored to Eco Pool Cleaning’s sales cycle, integrating automated follow-ups, quote generation, and client scheduling. This not only improved conversion rates but also gave management visibility into every stage of the funnel, from lead to lifetime customer.

To increase monthly recurring revenue, we refined their service packages and introduced tiered membership models. We supported marketing and outreach initiatives that targeted residential communities, property managers, and real estate agents, driving consistent, qualified leads into the new system.

Our team also helped the founder develop a strategic partner outreach program, creating alliances with solar companies, HVAC service providers, and home improvement contractors to cross-promote services and expand reach.

By the end of our engagement, Eco Pool Cleaning had transformed into a streamlined, professionally operated business with a predictable sales engine, a trained CX support team, and new revenue partnerships. The systems we put in place allowed them to scale sustainably while maintaining their commitment to eco-friendly service.

Client:

Time

Projects:

Business Strategy Development, M&A Advisory, Broker Partnership Structuring, Capital Partner Outreach, Sales Process Optimization, Lead Pipeline Development, Strategic Market Expansion

Website:

emitsolar.com

Emit Solar, a growing solar energy company focused on renewable solutions for residential and commercial clients, sought to accelerate its growth through structured capital partnerships, acquisition opportunities, and market expansion. The founders approached us for support in refining their business model and scaling operations strategically.

We began with an in-depth business audit to assess the sales process, market positioning, and operational bottlenecks. From there, we developed a refined business strategy aimed at increasing deal flow, improving client onboarding, and securing capital partners. This plan included a hybrid sales model, direct-to-consumer and through broker partnerships, to maximize reach without overextending internal resources.

Our team played an active role in sourcing and structuring acquisition targets for vertical and horizontal integration, identifying regional solar companies and independent brokers who could be folded into the Emit Solar brand. We also created deal decks, investment materials, and growth forecasts for capital partner presentations, which helped secure initial interest from angel investors and family offices interested in green energy infrastructure.

We implemented a B2B lead pipeline that targeted home builders, commercial property developers, and green technology consultants. Our team also facilitated broker partnerships, giving Emit Solar access to an expanded network of sales representatives and installers without carrying full-time payroll burdens.

By optimizing sales workflows, integrating CRM systems, and building a channel sales team, we helped Emit Solar increase deal velocity and scale across new geographic markets.

By the end of our engagement, Emit Solar had positioned itself for long-term success through strategic alliances, financial preparedness, and a clearer roadmap for regional dominance in the solar energy space.

Client:

Alejando Peña

Projects:

Business Strategy Development, International Franchising Strategy, Market Research and Expansion, B2B Lead Generation, Strategic Partnerships, Sales Team Recruitment and Training, Licensing Model Structuring

Website:

www.esollatam.com

ESOL LatAm, an English as a Second Language education platform operating across Latin America, approached us to help them transition from a small regional education provider to an international franchise-ready business. With strong demand for ESL services and a growing presence in countries like Colombia, Peru, and Mexico, they needed a scalable structure to support expansion through local partners and licensees.

Our engagement began by crafting a business development roadmap that included structuring their international franchising model, including pricing tiers, onboarding systems, and compliance standards for new partners. We conducted deep market research in key Latin American territories to determine which cities and countries were most franchise-ready based on ESL demand, GDP per capita, and education infrastructure.

We developed a B2B sales funnel to attract independent language schools, education entrepreneurs, and training centers interested in licensing ESOL LatAm's curriculum and brand. This included creating a lead generation system, outbound marketing campaign, and multilingual presentation materials.

To support rapid onboarding, we designed a Franchise Starter Kit that included marketing templates, SOPs, and LMS (Learning Management System) integration instructions. Additionally, we recruited and trained a small internal sales and support team to manage incoming partner interest and facilitate territory launches.

Our team also built strategic partnerships with language testing platforms, digital curriculum providers, and Latin American government education programs to increase the brand’s credibility and open new funding opportunities.

By the end of the engagement, ESOL LatAm had launched several successful pilot franchises and was positioned to grow through a clear international licensing model. Our business development management helped transform the company into a scalable, cross-border educational brand with the infrastructure and pipeline to support long-term expansion.

Client:

Dona Zemo

Projects:

Business Strategy Development, Tourism Partnership Structuring, Concierge Program Development, B2B Lead Generation, Event Sponsorship Outreach, Local Business Engagement, Service Packaging and Positioning

Website:

miamiandbeaches.com

The Greater Miami Convention & Visitors Bureau (GMCVB) plays a key role in promoting tourism and hospitality across Miami-Dade County. We were brought in to assist with the development and expansion of concierge-focused initiatives that would enhance the visitor experience while driving additional revenue streams through strategic partnerships.

Our engagement began with a comprehensive audit of existing tourism concierge programs and hospitality partner offerings. From there, we built out a business development strategy focused on aligning luxury service providers, small business vendors, and entertainment venues into a cohesive concierge network. The goal was to streamline referrals, maximize visitor engagement, and increase transaction volume for GMCVB partners.

We structured new partnership tiers and service packaging for vendors, including VIP guest services, curated experience bundles, and branded tourism promotions. Our team spearheaded outreach to local businesses—including restaurants, tour operators, art galleries, and nightlife venues, offering them placement within GMCVB’s hospitality network and access to incoming traveler referrals.

Additionally, we created a sponsorship and event engagement roadmap, helping the Bureau secure cross-promotional partnerships with national hotel chains, airlines, and local event organizers. These partnerships not only expanded reach but also enabled concierge teams to provide exclusive experiences to guests.

Our lead generation efforts focused on corporate groups, international travel agents, and luxury travel coordinators, allowing GMCVB to build its reputation as a central hub for high-end, customized Miami experiences.

The end result was a scalable, partner-powered tourism concierge program that elevated the value proposition of GMCVB to both local vendors and global visitors. The enhanced network helped drive deeper engagement, better brand alignment, and higher ROI for all stakeholders involved.

Client:

HI Holding Co.

Projects:

Business Strategy Development, Brand Architecture and Positioning, M&A Pipeline Development, B2B Lead Generation, Strategic Partnerships, Investor Relations Support, Deal Structuring, Operational Scaling

Website:

www.hiholding.com

HI Holding Company, a diversified investment and management firm, brought us in to support its evolution from a loose collection of business interests into a structured, acquisition-ready parent company. Their goals were twofold: to refine their brand and operational model, and to build a pipeline of M&A opportunities across verticals including real estate, renewable energy, and service-based businesses.

We began by defining a clear brand identity and corporate structure for HI Holding Company, aligning its vision with the needs of potential investors, acquisition targets, and subsidiary brands. This included a unified branding strategy, portfolio framework, and go-to-market narrative that could be used across investor decks, digital assets, and joint venture proposals.

Next, we built a tailored business development strategy that focused on sourcing and qualifying acquisition targets. We created lead funnels for deal flow in niche industries aligned with the holding company’s long-term growth vision. At the same time, we structured investor outreach campaigns, identifying capital partners and family offices aligned with HI Holding’s approach to hands-on management and long-term value creation.

To support internal growth, we helped establish SOPs for due diligence, onboarding, and post-acquisition integration. We also worked directly with leadership to identify strategic partnerships—such as vendor relationships, licensing agreements, and shared services models, that would benefit multiple entities under the holding umbrella.

As part of our M&A support, we provided back-end structure for pitch decks, LOIs, and deal negotiations, ensuring professional presentation and consistent communications throughout the deal lifecycle.

By the end of our engagement, HI Holding Company had significantly expanded its acquisition pipeline, strengthened its brand presence in investor circles, and positioned itself as a sophisticated, scalable player in the private equity and venture development space.

Client:

INCHOLDINGS, LLC

Projects:

Business Strategy Development, Corporate Structuring, Brand Architecture, M&A Pipeline Development, Deal Origination, Strategic Partnerships, Team Building and HR Consulting, Operational Systems Design, Investor Relations

Website:

www.incholdings.com

Inc. Holdings was conceived as a digital-first venture development firm, designed to incubate, acquire, and scale companies remotely under a unified investment thesis. We were brought in from inception to lead the business development management function, crafting a model that could support the long-term growth of multiple sub-brands and operating entities.

Our first priority was building out the foundational infrastructure: we helped incorporate the entity in Wyoming as a flexible, remote-friendly holding company, and developed a strategic brand architecture that could house a wide range of startups, ventures, and acquisitions under the Inc. Holdings umbrella. This included a naming system, brand voice, and web presence that positioned the firm as modern, agile, and founder-friendly.

From there, we built and launched multiple business units, each with their own niche focus and operational model. These included marketing agencies, consulting firms, virtual assistant companies, and tech-enabled service businesses. We developed SOPs for sourcing and launching new ventures, managing fractional executive talent, and scaling operations with minimal overhead.

We also created an M&A playbook for identifying acquisition targets, primarily in distressed or under-leveraged small businesses where systems, branding, or sales infrastructure were lacking. Our team handled outreach, negotiations, and due diligence, while we concurrently built out investor communications and deal materials to attract capital partners interested in micro private equity.

Throughout this process, we recruited and placed key team members through an HR consulting lens, building out core leadership roles, contractor pools, and incentive structures to align performance with long-term equity goals.

Today, Inc. Holdings continues to serve as a launchpad for autonomous business units, bolstered by a scalable back-office engine and a deal-driven culture focused on innovation, systems, and shared success.

Client:

Christopher Palmer

Projects:

Market Expansion Strategy, Sales Systems Design, IT Infrastructure Consulting, Corporate Restructuring, Recruiting & HR Consulting, Strategic Partnerships, Luxury Brand Development, Customer Experience Optimization, Lead Generation Automation, KPI & CRM Implementation

Website:

www.instantluxuryrentals.com

Instant Luxury Rentals is a premier exotic and luxury vehicle rental company serving high-end clientele across multiple major U.S. cities. We were brought in to revamp and expand the business development function at a pivotal time of growth, supporting the executive team with both strategic insight and operational execution.

Our work began with a deep dive into the company’s existing revenue systems, tech stack, and geographic operations. We identified several opportunities for improvement, starting with lead capture and CRM integration. We helped implement an end-to-end sales and marketing system, incorporating automated follow-up sequences, booking workflows, and a robust client data pipeline across all rental locations.

On the technical front, we modernized the IT stack by optimizing booking systems, integrating cloud-based tools, and streamlining communication between departments. This allowed the company to centralize fleet management, client service, and team coordination, improving both efficiency and customer satisfaction.

Brand perception was critical in the luxury space, so we advised on visual rebranding, content strategy, and cross-channel presence to better position Instant Luxury Rentals as an elite, concierge-level provider. In parallel, we built out strategic partnerships with hotels, travel concierges, and high-end real estate groups to expand referral networks.

Recruitment and HR were another key focus. We consulted on hiring drivers, support staff, and call center reps, developing SOPs for onboarding, training, and performance tracking. We also advised on incentive plans and commission structures aligned with revenue targets.

By formalizing systems, strengthening team capacity, and refining market positioning, Instant Luxury Rentals was able to expand into new cities, increase fleet utilization, and deliver a five-star luxury experience at scale, setting the foundation for long-term growth in a highly competitive niche.

Client: Christopher Palmer

Projects:

Market Analysis, Sales Strategy Development, IT Systems Optimization, Recruiting and HR Consulting, Customer Relationship Management, Operational Workflow Design, Strategic Partnerships, Fleet Expansion Planning, Lead Generation

Website:

www.instantrentacar.com

Instant Rent-a-Car, a leading car rental service provider, engaged us to drive comprehensive business development management initiatives aimed at expanding market share and streamlining internal operations. Our focus was on creating scalable sales and operational systems that could support rapid growth in a competitive industry.

We started with a thorough market analysis to identify underserved customer segments and new geographic markets for expansion. Based on this insight, we designed targeted sales strategies tailored to commercial clients, individual renters, and long-term lease customers.

On the technology side, we optimized their existing IT infrastructure by integrating CRM platforms, automating rental booking processes, and enhancing fleet management tools. This not only improved customer experience but also provided actionable data for decision-making and sales forecasting.

Recruitment and HR consulting was another vital component. We advised on hiring best practices to build a customer service-oriented team, including drivers, support staff, and call center representatives. We also developed onboarding and training programs to ensure consistent service quality across locations.

In addition, we forged strategic partnerships with local businesses, hotels, and travel agencies to generate referral leads and increase brand visibility. Our operational workflow redesign included streamlining vehicle maintenance scheduling, rental contract management, and customer feedback loops.

Overall, our efforts enabled Instant Rent-a-Car to increase fleet utilization, improve customer retention, and expand their footprint efficiently. The combination of targeted business development and system improvements set the company up for sustained success in a fast-moving market.

Client:

JC Mays

Projects:

B2B Market Research, Sales Funnel Design, Lead Generation Strategy, Client Acquisition, CRM Implementation, Marketing Automation, HR Consulting, Strategic Partnerships, Branding & Positioning, Pipeline Management

Website:

www.leadsbranch.com

Leads Branch Marketing is a B2B marketing agency specializing in lead generation and client acquisition for service-based businesses. We were brought on board to lead business development management efforts, focusing on building scalable systems that could drive consistent pipeline growth and strengthen client relationships.

Our first step was conducting in-depth market research to refine the target client profile and understand the competitive landscape. With this insight, we designed a comprehensive sales funnel optimized to convert prospects at every stage, integrating CRM and marketing automation tools to streamline follow-up and nurture sequences.

We established a robust lead generation strategy leveraging content marketing, email campaigns, and targeted social media outreach. Our approach emphasized quality over quantity, ensuring that leads aligned well with client industries and pain points.

Parallel to sales system development, we provided HR consulting to support recruiting and training of a high-performing BDR team. We introduced standardized onboarding and performance tracking processes that helped scale the sales force efficiently.

We also cultivated strategic partnerships with complementary service providers and industry associations to broaden market reach and referral opportunities. Brand positioning initiatives were launched to elevate Leads Branch Marketing’s profile as a trusted advisor in the lead gen space.

Thanks to these integrated efforts, Leads Branch Marketing achieved significant improvements in client acquisition rates, sales cycle efficiency, and pipeline visibility. The newly built infrastructure positioned the company for long-term growth and increased competitive advantage in the B2B marketing sector.

Client:

Shannon Ligon, Esq.

Projects:

Client Acquisition Strategy, Referral Network Expansion, Brand Positioning, Sales Process Optimization, CRM Implementation, Strategic Partnerships, Market Research, Lead Nurturing, Pipeline Management

Ligon Law Group engaged us to elevate their business development efforts by refining client acquisition strategies and expanding their referral network within a competitive legal market. Our work focused on creating sustainable sales processes and improving brand positioning to attract high-value clients.

We began by analyzing their current marketing and outreach initiatives to identify gaps and opportunities. Using this insight, we developed a tailored client acquisition strategy emphasizing targeted outreach, thought leadership content, and relationship-building within key industries.

To streamline internal operations, we implemented a CRM system to centralize client data, track leads, and automate follow-up workflows. This ensured timely communication and improved conversion rates.

Expanding the firm’s referral network was critical. We facilitated partnerships with complementary professionals and organizations, broadening Ligon Law Group’s reach to new markets and client segments. We also advised on optimizing sales processes to shorten the sales cycle and increase efficiency.

Brand positioning efforts included crafting messaging that highlighted the firm’s expertise and unique value proposition, helping differentiate it from competitors.

Through these business development management initiatives, Ligon Law Group experienced a measurable increase in qualified leads, improved client engagement, and a stronger market presence, laying the groundwork for sustainable growth.

Client:

Justin Blevins

Projects:

Sales Strategy Development, Client Acquisition, HR Consulting, Recruiting Strategy, Pipeline Management, CRM Optimization, Lead Generation, Market Expansion, Partnership Development, Sales Training

Website:

mavcapmgt.com

Maverick Capital Management partnered with us to drive comprehensive business development management focused on scaling their investment acquisition and client engagement processes. Our approach combined strategic sales planning, HR consulting, and operational optimization to accelerate growth in a competitive market.

We developed targeted sales strategies designed to attract and convert high-net-worth clients and institutional investors. This included crafting effective outreach campaigns and refining value propositions tailored to different buyer personas.

To support rapid team growth, we provided HR consulting and recruiting strategy development aimed at sourcing and retaining top talent in acquisitions, sales, and support roles. Implementing structured onboarding and training programs ensured consistency and performance across the organization.

We optimized their CRM system to improve pipeline visibility, automate follow-ups, and track deal progress, enabling the sales team to focus efforts on high-priority leads and opportunities.

Expanding market presence was achieved through strategic partnership development with brokers, real estate agents, and financial advisors, creating multiple referral channels. Sales training sessions enhanced team skills in negotiation, relationship-building, and closing deals.

Through these integrated business development management services, Maverick Capital Management increased deal flow, improved team productivity, and strengthened client relationships. The company is now well-positioned for sustained growth and competitive advantage in real estate investment management.

Client:

Joseph Lynch

Projects:

B2B Sales Strategy, Lead Generation, Sales Training, Client Relationship Management, Market Analysis, Pipeline Development, Strategic Partnerships, CRM Optimization, Business Outreach

Website:

www.miamiadcompany.com

Miami Ad Company engaged us to enhance their business development management with a focus on expanding their B2B client base and improving sales team effectiveness. Our work centered on creating scalable sales strategies and strengthening client relationships in the competitive advertising sector.

We began by conducting a market analysis to identify key industries and companies aligned with Miami Ad Company’s service offerings. Based on these insights, we designed targeted lead generation campaigns, incorporating email outreach, social media, and networking events to drive qualified prospects into the sales pipeline.

To maximize sales efficiency, we delivered comprehensive sales training focused on consultative selling, objection handling, and closing techniques. This training empowered the team to better engage potential clients and convert leads into contracts.

Implementing a CRM system allowed for improved tracking of leads, customer interactions, and follow-ups, increasing pipeline transparency and accountability. We also developed strategies for building strategic partnerships that expanded Miami Ad Company’s referral network and market reach.

As a result of these efforts, Miami Ad Company saw increased lead quality, shorter sales cycles, and stronger client engagement, positioning the company for sustained growth in a dynamic marketplace.

Client:

Jerry Libbin

Projects:

Member Relations Strategy, Public Relations Consulting, Partnership Development, Event Coordination, Stakeholder Engagement, Brand Positioning, Networking Facilitation, Community Outreach, Strategic Communications

Website:

miamibeachchamber.com

The Miami Beach Chamber of Commerce enlisted our expertise to enhance member relations and boost the organization’s public presence through targeted business development management initiatives. Our work focused on strengthening engagement with members, expanding partnerships, and improving communications to support the chamber’s mission.

We developed a member relations strategy aimed at increasing retention and satisfaction by creating personalized communication channels, exclusive networking opportunities, and value-added services. This helped foster a stronger sense of community among diverse local businesses.

To elevate the chamber’s visibility, we provided public relations consulting, crafting messaging that highlighted key initiatives and success stories. We also coordinated events that brought together business leaders, city officials, and stakeholders, enhancing collaboration and community impact.

Building strategic partnerships with local organizations and sponsors expanded the chamber’s resources and reach, while stakeholder engagement initiatives ensured alignment of goals and increased support for chamber programs.

Through these efforts, the Miami Beach Chamber of Commerce improved member engagement, strengthened its brand, and reinforced its role as a central hub for business advocacy and growth in the region.

Client:

Kevin Wright

Projects:

B2B Sales Strategy, Market Research, Lead Generation, Strategic Partnerships, Product Positioning, Pipeline Management, Customer Acquisition, CRM Optimization, Sales Process Improvement

Website:

www.mosthighai.com

Most High AI partnered with us to accelerate their growth in the competitive AI software market by strengthening their business development management capabilities. Our focus was on creating targeted B2B sales strategies and enhancing lead generation efforts to drive customer acquisition.

We conducted comprehensive market research to identify high-potential industries and customer segments that could benefit from Most High AI’s advanced CRM and automation solutions. Using this data, we developed tailored outreach campaigns designed to engage decision-makers and generate qualified leads.

To streamline sales operations, we optimized their CRM system, enabling better pipeline visibility and automating follow-up workflows. This increased the efficiency and effectiveness of the sales team.

We also facilitated strategic partnerships with technology integrators and channel partners, expanding Most High AI’s market reach and creating new avenues for revenue growth. By refining product positioning and messaging, we helped differentiate Most High AI’s offerings in a crowded marketplace.

These combined business development management efforts resulted in improved lead quality, faster sales cycles, and a growing customer base, positioning Most High AI for scalable success in the AI industry.

Client:

Katherine Franco

Projects:

Nonprofit Partnership Development, Community Outreach, Fundraising Strategy, Stakeholder Engagement, Volunteer Recruitment, Program Expansion, Public Relations, Grant Writing Support

Website:

https://www.neighborhoodfridge.org

Neighborhood Fridge, a nonprofit focused on food accessibility, engaged us to support their business development management with an emphasis on expanding community partnerships and increasing program impact. Our approach centered on strengthening relationships with local organizations, donors, and volunteers to drive growth.

We developed a partnership outreach strategy targeting food banks, community centers, and local businesses to broaden the network of support for Neighborhood Fridge’s mission. This included coordinating joint events and campaigns to raise awareness and increase resource sharing.

Fundraising strategy consulting helped the organization diversify revenue streams through grant applications, corporate sponsorships, and individual donations. We also supported volunteer recruitment efforts by creating targeted campaigns to attract and retain committed community members.

By enhancing stakeholder engagement and improving public relations, Neighborhood Fridge increased visibility and community trust. These efforts facilitated program expansion into new neighborhoods, helping to address food insecurity more effectively.

Our business development management support empowered Neighborhood Fridge to build sustainable partnerships, strengthen community ties, and scale their impact across the region.

Client:

Zachery Stetson

Projects:

Franchise Consulting, Market Expansion Strategy, Partner Relations, Sales Pipeline Development, Customer Acquisition, Competitive Analysis, Brand Positioning, B2B Outreach

Website:

www.phonerepairand.com

Phone Repair & Computers, Tablets, Buy/Sell/Trade engaged us to drive business development management efforts focused on expanding their franchise footprint and growing sales channels. Our work aimed to create scalable growth strategies within a competitive electronics repair and resale market.

We conducted market analysis to identify key areas with high demand for repair services and buy/sell/trade opportunities. Leveraging this data, we crafted tailored expansion strategies and supported franchise development to tap into new regional markets.

Building strong partner relations was crucial; we facilitated connections with suppliers, local businesses, and franchisees to foster collaboration and streamline operations. Sales pipeline development and B2B outreach initiatives helped increase customer acquisition, while brand positioning efforts strengthened market presence.

Our business development management approach enabled Phone Repair & Computers, Tablets, Buy/Sell/Trade to enhance operational efficiency, expand their franchise network, and grow revenue streams sustainably.

Client:

Wendy Navas

Projects:

Lead Generation, Sales Strategy, Client Relationship Management, Market Penetration, Competitive Analysis, Sales Training, HR Coordination, Business Process Optimization

Website:

www.precision-estimates.com

Precision Estimates partnered with us to enhance their business development management efforts with a focus on increasing lead generation and strengthening client relationships in the construction estimating sector. Our goal was to create a streamlined approach to sales and operations that would accelerate growth.

We developed targeted sales strategies tailored to key market segments, enabling the team to focus efforts on high-potential opportunities. Through competitive analysis, we identified gaps and advantages to better position Precision Estimates against competitors.

To improve client retention and satisfaction, we optimized customer relationship management practices, fostering long-term partnerships. Our work also included coordinating with HR to ensure the right talent was recruited and trained to support expanding business needs.

By implementing business process improvements and providing sales training, we increased efficiency and helped Precision Estimates scale operations effectively. These combined efforts resulted in measurable growth and stronger market presence.

Client:

Natalia Rondon

Projects:

International Market Entry Strategy, Partner Network Development, Client Acquisition, Franchise Expansion, Cross-Cultural Negotiations, Marketing Strategy, Competitive Analysis

Website:

www.propieadmin.com

Propie Admin, a short-term and vacation rental property management agency, partnered with us to expand their operations internationally. Our business development management efforts focused on crafting a strategic approach to entering new global markets while building a strong partner network.

We conducted detailed market research across target countries to identify opportunities and challenges unique to the vacation rental sector. Using these insights, we designed tailored market entry strategies that aligned with Propie Admin’s growth objectives.

To facilitate international expansion, we developed partnerships with local property owners, agencies, and service providers, enabling Propie Admin to offer seamless, localized management solutions. Our work also included guiding cross-cultural negotiations and adapting marketing strategies to resonate with diverse audiences.

By strengthening client acquisition efforts and optimizing franchise expansion plans, Propie Admin successfully increased their footprint across Latin America and beyond. Our business development management support helped position them as a trusted leader in the vacation rental market.

Client:

Hector Gómez

Projects:

International Market Expansion, B2B Business Development, Strategic Partnership Building, Sales Team Training, HR Consulting, Lead Generation, Cross-Cultural Business Strategy

Website:

www.rayosverdes.com

Rayos Verdes, a solar energy company serving Latin America, engaged us to accelerate their international business development and expand their presence across multiple countries. Our focus was on building robust B2B relationships, enhancing sales capabilities, and supporting HR functions to scale effectively.

We developed tailored market expansion strategies that addressed the unique challenges and opportunities in various Latin American markets. This included identifying key commercial clients and government projects aligned with renewable energy initiatives.

Our B2B business development efforts centered on forging strategic partnerships with regional distributors, installers, and financing entities to drive solar service adoption. Additionally, we conducted targeted training for the business development representatives, improving lead generation and client engagement.

HR consulting played a crucial role as we helped Rayos Verdes build and structure a motivated sales force, capable of sustaining growth and navigating diverse cultural landscapes.

Through these integrated business development management services, Rayos Verdes significantly increased their market share and strengthened their position as a leading solar energy provider in Latin America.

Client:

Evan Rose

Projects:

Strategic Partnerships, Client Acquisition, Market Analysis, Sales Pipeline Development, Financial Product Positioning, Brand Expansion, Competitive Intelligence, CRM Optimization

Website:

www.refreshedcredit.com

Refreshed Credit, a division of Refreshed Financial, enlisted our services to drive business development and financial consulting aimed at scaling their credit repair and financial wellness services. Our goal was to expand market reach and optimize client acquisition strategies.

We identified and established strategic partnerships with credit bureaus, lenders, and financial advisors to enhance service offerings and credibility. Through comprehensive market analysis, we pinpointed high-value target segments and refined messaging to better connect with prospective clients.

Our team developed a robust sales pipeline to streamline lead tracking and conversion, complemented by CRM system optimizations to support sustained client engagement.

In addition, we advised on financial product positioning to differentiate Refreshed Credit in a crowded market, while branding efforts helped increase awareness and trust.

This integrated business development management approach enabled Refreshed Credit to grow their client base and strengthen their competitive stance within the financial services industry.

Client:

Joshua Jenkins

Projects:

Capital Raising, Investor Relations, Strategic Partnerships, Market Research, M&A Support, Sales Strategy, Pipeline Development, Competitive Analysis

Website:

REILY.co

REILY™, a real estate investment firm, partnered with us to support their growth through comprehensive business development management services focused on capital raising and market expansion. Our collaboration centered on enhancing investor relations and identifying strategic partnership opportunities.

We conducted in-depth market research to uncover emerging investment trends and competitive insights, guiding REILY™ in targeting high-potential acquisition opportunities. Our capital raising efforts involved developing investor presentations and outreach campaigns, effectively broadening their investor base.

Supporting mergers and acquisitions, we provided critical analysis and integration strategies that aligned with REILY™’s long-term vision. Our sales strategy and pipeline development streamlined deal flow and improved conversion rates.

Through this multi-faceted business development approach, REILY™ strengthened their market position, secured additional funding, and expanded their portfolio with confidence.

MD Rep:

Jim Stokes

Projects:

Franchise Ownership Development, Sales Consulting, Sales Training, Market Expansion Strategy, Client Relationship Management, Competitive Analysis, Lead Generation, Performance Optimization

Website:

t-mobile.com

Working with T-Mobile, we provided comprehensive business development management services focused on franchise ownership and sales growth. Our approach helped expand franchise operations while boosting sales performance across multiple markets.

We developed tailored sales training programs to elevate the skills of franchise sales teams, emphasizing customer engagement, product knowledge, and closing techniques. Additionally, our consulting helped refine market expansion strategies, identifying high-potential locations and customer segments.

Client relationship management improvements optimized franchisee support and customer satisfaction, fostering loyalty and repeat business. Through competitive analysis, we positioned T-Mobile franchises to differentiate effectively against rivals.

Our lead generation initiatives ensured a steady pipeline of prospects, contributing to sustained revenue growth. Performance optimization strategies enhanced operational efficiency and sales outcomes.

Overall, our business development management partnership enabled T-Mobile franchises to grow profitably and maintain a competitive edge in a dynamic telecommunications market.

Client:

Jake Leicht

Projects:

Sales Consulting, Lead Generation, Market Positioning, Strategic Partnerships, Client Acquisition, Sales Funnel Optimization, Brand Development, Customer Retention Strategies

Website:

theflipsecrets.com

The Flip Secrets, a real estate investment education platform, engaged us to elevate their business development efforts through targeted sales consulting and strategic growth initiatives. Our collaboration focused on refining their sales processes and expanding their market reach.

We optimized lead generation strategies by identifying and engaging high-value prospects through tailored marketing campaigns. Our sales consulting enhanced the team’s ability to convert leads through effective client acquisition techniques and improved sales funnel management.

By positioning The Flip Secrets brand strategically within the competitive real estate education space, we increased visibility and credibility. We also established strategic partnerships to expand their network and broaden opportunities for collaboration.

Customer retention strategies were implemented to maximize lifetime value and encourage repeat business, strengthening the overall client base.

Through these business development management services, The Flip Secrets achieved significant growth in sales, market presence, and long-term customer engagement.

Client:

Luis De Jesus

Projects:

Publishing Consulting, Strategic Partnerships, Market Research, Brand Development, Distribution Channel Expansion, Event Coordination, Audience Engagement, Sales Strategy

Website:

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

The Kings of Dance, a novel based on the true story of disco and break dancing origins, partnered with us to develop their business growth strategy and publishing presence. Our services focused on expanding market reach and building a strong brand identity.

We conducted detailed market research to identify target audiences and optimal distribution channels for the novel. Strategic partnerships with bookstores, event venues, and cultural organizations were established to enhance visibility and community engagement.

Our publishing consulting guided The Kings of Dance through the complexities of the book market, while event coordination efforts helped launch and promote the novel effectively.

Sales strategies were crafted to boost book sales and foster long-term interest in the story’s unique cultural significance.

Through these business development management efforts, The Kings of Dance successfully grew their readership, strengthened brand recognition, and created opportunities for further publishing ventures.

Client:

Sara Moreno

Projects:

International Market Entry Strategy, Strategic Partnerships, Client Acquisition, Lead Generation, Brand Positioning, Cross-Cultural Marketing, Sales Strategy, Networking Development

Website:

www.todoagencia.com

Todo Agencia, a marketing agency focused on Latin America, collaborated with us to drive their international business expansion and strengthen market presence. We provided comprehensive business development management services tailored to cross-cultural marketing and strategic growth.

We developed an international market entry strategy that identified key opportunities and challenges specific to Latin American markets. By establishing strategic partnerships with local agencies and media outlets, Todo Agencia enhanced their service offerings and regional reach.

Our client acquisition and lead generation initiatives targeted high-potential industries and businesses, driving a steady flow of new prospects. We also refined brand positioning to resonate culturally and competitively within the Latin American marketing landscape.

Sales strategies were tailored to local business practices, ensuring effective engagement and conversion. Additionally, we facilitated networking development to build valuable relationships and increase influence within the region.

Through these business development management efforts, Todo Agencia significantly expanded their footprint in Latin America and established a strong foundation for sustainable growth.

Client:

Daniela Rodriguez

Projects:

Market Analysis, Client Acquisition Strategy, Partnership Development, Sales Funnel Optimization, Brand Positioning, Lead Generation, Competitive Intelligence, Customer Relationship Management

Website:

www.UnitedSellersAssistance.com

United Seller’s Assistance, a brand serving home sellers looking to sell their properties for cash, partnered with us to enhance their business development strategy and improve market positioning. Our services focused on acting as a trusted intermediary between real estate investors/cash buyers and homeowners.

We began with comprehensive market analysis to understand the competitive landscape and identify key client segments. Leveraging this insight, we developed targeted client acquisition strategies that increased outreach effectiveness and lead quality.

Strategic partnership development helped build a network of reliable investors and service providers, strengthening United Seller’s Assistance’s reputation and resource pool. Sales funnel optimization ensured smoother conversion processes and better client experiences.

Brand positioning efforts highlighted the company’s consumer protection role, differentiating it as a trustworthy advocate for home sellers. Additionally, lead generation campaigns and customer relationship management improved engagement and long-term loyalty.

Through these business development management initiatives, United Seller’s Assistance solidified its market presence and grew its client base, successfully connecting homeowners with cash buyers while maintaining consumer protection standards.

Client:

Adellie Labrador

Projects:

Talent Acquisition Strategy, Client Relationship Management, Market Expansion, Sales Pipeline Development, Strategic Partnerships, Brand Positioning, Lead Generation, Recruitment Process Optimization

Website:

vapros.com

VA Pros Staffing, a virtual assistant recruitment and staffing agency, engaged us to enhance their business development and expand their market footprint. Our approach focused on strengthening talent acquisition strategies and building robust client relationships.

We developed targeted lead generation campaigns to attract both businesses seeking virtual assistants and qualified candidates. Strategic partnerships with industry groups and platforms enabled VA Pros Staffing to access wider talent pools and client networks.

Our sales pipeline development efforts streamlined client onboarding and improved conversion rates. Brand positioning initiatives emphasized the company’s expertise in matching the right virtual assistants to client needs, building trust and credibility.

By optimizing recruitment processes and refining client relationship management, VA Pros Staffing increased efficiency and client satisfaction. Market expansion strategies opened new regional and niche markets, driving sustained growth.

Through these comprehensive business development management services, VA Pros Staffing grew its client base, improved operational workflows, and positioned itself as a leading virtual assistant staffing solution.

Client:

Margaret May

Projects:

Publishing Strategy, Author Relations, Market Research, Distribution Channel Development, Brand Positioning, Event Planning, Sales Strategy, Partnership Development

Website:

www.wakeupwrite.com

Wake Up Write Publishing, a book publishing company, partnered with us to accelerate their business growth and strengthen their presence in the competitive publishing industry. Our business development management approach focused on optimizing publishing strategies and expanding market reach.

We conducted in-depth market research to identify emerging trends and target readerships, guiding Wake Up Write’s publishing decisions. Building strong author relations, we helped develop collaborative opportunities to attract and retain talented writers.

Distribution channel development efforts expanded the company’s reach across both traditional and digital platforms. Brand positioning initiatives highlighted Wake Up Write’s unique value proposition, reinforcing its reputation as an innovative and author-centric publisher.

Event planning and partnership development supported book launches and promotional activities, increasing visibility and engagement. Sales strategies were designed to improve conversion rates and foster sustainable revenue growth.

Through these business development management services, Wake Up Write Publishing enhanced its competitive edge, broadened its market presence, and established lasting relationships within the literary community.