Family-owned, window décor business for 6 years, a single-page website that was outdated and contained incorrect information. Just lost a sub-contractor that handled 85% of their installations.
The owner was the primary salesperson along with running the company and the head installer. She only had time to either run the business, sell, or install. Not all 3 at the same time. Had 4 staff that she had to babysit all day. No time for her family. Had a CRM system that has not been updated in 3 years. Had no control of her accounting and did not know basic items on her financials.
In the first 3 months:
- We worked with her to train her staff properly and to function without her watching them all day.
- Put a system in, so her staff is now collecting data, putting it on a standard form so everything can be put into the CRM.
- Hired an intern to input data and update all the customer files in the CRM.
- Bartered with a web developer to get her website updated.
- Put a scheduling tool on her website. Found out 87% of her leads all looked at her website first.
- She retrained a salesperson, and they became the lead seller with a performance-based compensation plan.
- Was spending $1,500 on Google ads with no ROI. Changed the content in the ad which resulted in a 432% ROI within the first 2 months.
- Implemented a referral program that started bringing in business immediately.
- Created a marketing program to target all the contacts in her CRM.
- Identified 3 new installation companies who came on as sub-contractors.
- Leads increased from about 50 a month to over 200 a month.
- Had scheduled time for her family.
Would you like to know the kind of results we can get you in your business?
Then contact us today for an introduction call. https://calendly.com/sfeld/30min
“Before working with Steve, I felt that I had to do everything myself because my staff didn’t get it. Steve helped me be the owner I wanted to be. He got me to change my business into the business I really wanted.”

