Learn how Neil Shah scaled The WFC Group with Cultivate Advisors

About The WFC Group

The WFC Group Case Study

The WFC Group Case Study

The WFC Group is a leading workforce management consulting company, providing tailored solutions to clients in all industries that use or want to implement or upgrade their workforce management software. They help companies get the most out of their software to help improve the efficiency of their workforce.

Company size:37
Skill focus:Leadership, Sales, Marketing, Operations
Year Founded:2010

Cultivate Advisors Impact

Neil worked with Cultivate on and off over the course of 6 years to develop a business that was scalable. Through his work with his advisor, he was able to grow and develop and sales and marketing team, build internal training and implement a leadership team to control growth.

Cultivate Advisors partnered with Neil to

  • Hire a sales team and develop a sales engine
  • Improve customer retention
  • Create alignment and transparency in the business
Cultivate Advisors Impact

Cultivate Advisors Impact




Revenue in 2 Years


Employees Recruited, Hired, Trained


Leadership Systems

Neil Shah

Since working with Cultivate one of the things I am doing now is using data to make decisions that move the company in the right direction. After being with Cultivate for four years we have nearly doubled in size.

Neil Shah

The WFC Group

Challenge Solution Outcomes


In 2015, Neil was looking to skill up and solve sales and marketing. While they had seen some success, a majority of their business was coming from a single client and word-of-mouth marketing. They wanted to move faster and, struggled to scale with their current model.


When Neil met with his advisor, he was focused on building and developing a sales and marketing team. With his advisor, they started by building a sales plan. Based on Neil’s vision and goals to get to $10 Million in revenue, they needed to identify the role, set proper sales goals and develop a sales plan. Then, with the help of his advisors, they worked on recruiting and onboarding the sales team and developed a training curriculum to onboard future candidates and ensure they are set up for success. On the marketing side, the advisors worked with the director of marketing to identify KPIs and develop a marketing plan. After taking some time off to continue growing his sales and marketing Neil returned to Cultivate to work with his advisor on client leadership. Together they worked on soft skill development on things like situational leadership, conflict management, and how to drive success with customers. Finally, after experiencing massive growth from the first two initiatives, Neil was introduced to a new Advisor who worked with him on structuring and developing a leadership team to create more alignment and transparency in the business.


Neil worked with Cultivate on and off over the course of 6 years to develop his sales and marketing, operations, and leadership teams. Within the first 6 months of working with Cultivate Advisors they exceeded every goal they had set. Operations were able to take on development and have seen an increase in customer retention and brand credibility. And their leadership team has helped them build trust and even in a virtual environment.

How We’ve Helped Other Businesses

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Center Coast Realty

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  • Built an organizational structure and 5-year business plan
  • Create turn-key systems and processes to increase efficiency
  • Build a plan for recruiting, hiring, and training top talent
  • Refine services and create business packages to increase revenue
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Law Firm

Kogut & Wilson

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  • Develop leadership skills and best practices
  • Identify, track and measure KPIs
  • Build a plan for recruiting, hiring, and training top talent
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B2B Recruiting

Red Circle Technology

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  • Set achievable goals to increase revenue
  • Hire and train new team members to own key processes
  • Refined services, increase pricing, and create a monthly retainer with clients to increase revenue
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Food Tour Pros

Shane Kost

  • Build and develop his executive team
  • Convert operation from owner-operator to scaled
  • Recruit, hire, and train 15 new employees
  • Implemented new products and services
Watch full story
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