Case Study: $50 Million in 6 Weeks
Scenario We were invited to do a presentation at an accounting and finance function focusing on how marketing can help the industry shake old legacy stereotypes and bring a greater experience to engagements with prospects and clients. After the presentation we were approached by a Director from an investment company and asked if we could attend a meeting with his board the next day. We attended the meeting and were asked if we thought we would be able to help them implement a strategy for raising $50 million dollars in investment funds in six weeks, plus the week we had to devise a plan. The client had a CRM in place but was not utilising it well, there was minimal prospect nurturing in place, and whilst the business had a powerful history of positive results, it was not well [...]
