Software Implementation - workforce management

Cultivate Advisors Helps Accelerate the Enterprise Value of a Consulting Business by 10X+ in seven years.

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

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

Challenge

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.

Solution

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.

Outcomes

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

Real Estate - brokerage

Since filming this video, Mike McElroy has successfully sold Center Coast Realty

Since filming this video, Mike McElroy has successfully sold Center Coast Realty

From Solopreneur to Successful Exit, Cultivate Advisors Helps transform boutique brokerage into a Real Estate Powerhouse.

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Law Firm - FAMILY LAW

Kogut & Wilson Case Study

Kogut & Wilson Case Study

Cultivate Advisors Helps Law Firm Achieve 2x Revenue Growth and Triple Headcount in Two Years.

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B2B Recruiting - IT COMPANIES

Red Circle Technology Case Study

Red Circle Technology Case Study

Cultivate Advisors Helps IT Recruiting Firm Recharge Revenue Growth to Scale 3X and Achieve 5-Year Plan in 2 Years.

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Retail Goods and Services - Branded Apparel

Pro-Am Team Sports Case Study

Pro-Am Team Sports Case Study

Cultivate Advisors Helps Pro-Am Team Sports Overcome Challenges to Achieve Sustainable Growth

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Tourism - food and culinary tours

Chicago Food Planet Case Study

Chicago Food Planet Case Study

Cultivate Advisors Helps Entrepreneur Diversify & Scale 3 Tourism Companies to a Successful Exit.

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Video Production - Corporate Video Storytelling

Gillespie Productions Case Study

Gillespie Productions Case Study

Cultivate Advisors Helps Video Production Company Grow Revenue 711% in Five Years

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Pet Care - Dog Daycare, Dog & Cat Boarding & Pet Retail

Canine Crews, LLC Case Study

Canine Crews, LLC Case Study

Cultivate Advisors Helps Doggy Daycare Grow While Helping Owner
Gain Work-Life Balance

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Tourism - Luxury Tours & Transportation

Kaliani Tours Hawaii Case Study

Kaliani Tours Hawaii Case Study

Cultivate Advisors Helps Tourism Client Restructure their Business to Reduce Costs, Increase Profits, and Scale Sustainably

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Food & Beverage - Wholesale Bakery

Rebel Bread Case Study

Rebel Bread Case Study

Cultivate Advisors Helps Wholesale Bakery Expand Clientele & Double Revenue in 2 Years.

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Healthcare - Neuropsychological & Psychological Testing

Piece by Piece: Neurobehavioral Services Case Study

Piece by Piece: Neurobehavioral Services Case Study

Cultivate Advisors Helps Healthcare Company Grow While Helping the Owner Regain Work-Life Balance

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Manufacturing - Sign Manufacturing

Silicon Signs Case Study

Silicon Signs Case Study

Cultivate Advisors Helps Silicon Signs Grow and expand While Helping Owner
Gain More Work-Life Balance

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Tourism - Rentals & Tours

Mad Moose Rentals & Tours Case Study

Mad Moose Rentals & Tours Case Study

Cultivate Advisors Helps Rentals & Tours Clients Restructure Their Business to Reduce Costs, Increase Efficiency, and Scale

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Trades - Residential Replacement Windows, Doors, and Siding

Adkins & Sons Case Study

Adkins & Sons Case Study

Cultivate Advisors Helps Family Business Increase Profitability 244%

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