Client: Total Settlement Services, LLC

Project Summary: National title insurance company required proactive marketing and sales strategy as it looked to expand and diversify its client base.

Result: Conducted primary research with targeted accounts to better understand market needs and decision drivers. Developed multi-pronged sales and marketing plan, encompassing website, messaging, targeted advertisements in industry journals, and trade show promotion. Created database of targeted accounts and transitioned client to online CRM system, enabling more efficient outreach and reporting.  Developed filtering screens to identify targeted accounts, recruited two key national sales executives, developed compensation plan, and trained the salespeople.

Testimonial: “You were instrumental in getting our sales and marketing plan off the ground. We are a stronger company for having worked with you.”  --Mary Jo Speier, President & CEO