Learn how Neil Shah scaled The WFC Group with Cultivate Advisors

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.