Wisdom Insurance:
From Wasted Time to 20% Revenue Growth.
Discover how Velocity 360 transformed Wisdom Insurance's manual processes into a streamlined growth engine in just one month.
The Challenge: Hindered by Inefficiency
Wisdom Insurance faced critical operational hurdles that capped growth potential.
Wasted Time on CRM Setup
The client spent six months building a custom CRM, diverting critical time from selling.
Lack of Clear Sales Insights
Unreliable metrics and analytics made it impossible to understand sales performance.
Repetitive, Manual Tasks
Excessive administrative work and follow-ups hindered prospecting new clients.
Inefficient Client Onboarding
Time-consuming onboarding and nurturing processes limited new client acquisition and sales.
Your New Growth Engine
Velocity 360 isn't just another tool. It's a comprehensive, active lead generation and sales conversion system designed to deliver real results, fast.
The Velocity 360 Solution: A Path to Clarity & Growth
Velocity 360 implemented a comprehensive strategy that automated outreach, improved analytics, and streamlined sales processes.
- ✅ Automated Nurture & Outreach: Implemented campaigns to automatically follow up with the current client base and engage new prospects via calls, voicemails, texts, and emails.
- ✅ Advanced Analytics: Created an analytics dashboard and a custom calendar to track sales conversion, campaign metrics, and lead source rates for optimal growth.
- ✅ Robust Communication Infrastructure: Set up a compliant phone and SMS system and implemented a dedicated SMTP sending domain to improve email deliverability.
Tangible Results in Just 1 Month
Our partnership delivered significant, measurable improvements across key business areas.
20%
Revenue Growth
A direct result of streamlined sales and onboarding processes.
40%
Conversion Rate
Achieved through automated outreach and consistent follow-up.
45
Hours Saved Per Week
By automating repetitive administrative and follow-up tasks.
190
Client Touch Points Automated
Ensuring every lead receives consistent and timely engagement.
Hear from Ryan himself about his experience
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Let our team of B2B sales experts build the client acquisition system you've been trying—and failing—to build for yourself.