Case Studies
Empora Title – Scaling Revenue & Retention
- Led a team of CSMs, driving 5x revenue growth in two years
- Achieved 90%+ client retention and reduced churn by 50% through proactive account management
- Built scalable onboarding & training playbooks, reducing ramp time for new hires
Soto Law – Streamlining Operations & Increasing Efficiency
- Optimized CRM workflows to improve client management and operational efficiency
- Created clear accountability structures, ensuring team members had well-defined roles
- Automated intake & follow-up processes, allowing attorneys to focus on high-value work
- Helped increase caseload capacity, leading to firm-wide growth
WTSN Investor Group – Building & Scaling a Remote Sales Team
- Rebuilt the sales team from scratch, launching their first fully remote operation
- Developed repeatable sales processes & playbooks, improving onboarding and performance
- Worked closely with recruiters to hire and train top-tier sales talent
- Streamlined workflows, enabling a 500-800K quarterly profit turnaround