Case Study: How I Knew I Needed Sales Support

In 2022 Tim Nash had a business he loved, but he craved more revenue and was so bogged down delivering exceptional service to his clients that he didn’t have the bandwidth to devote to growth.

“I knew I needed help. I had tried a growth strategy that didn’t work, my sales process was a bit of a mess and my business was under financial pressure - which meant the relationships in my personal life were under pressure”

Something had to change.

Tim began his work with Talica and during their engagement he:

Tim is no stranger to numbers, indicators or metrics but the only metric he was tracking inside his business was revenue. It wasn’t clear which activities would yield the best results. Put differently: he wasn’t tuned into the specific actions he needed to take which would lead to the increased revenues he desired.

Through his work with Talica, Tim was able to pinpoint where his effort was best spent. Tim started tracking his close ratios, life time value of clients, inbound leads, email open rates. From there, he and Talica identified the exact actions he’d need to take on a weekly/monthly basis to hit his revenue target. This resulted in Tim having more energy and creativity to develop a new B2B offer.

Knowing which metrics mattered and having a well defined, step by step sales process allowed Tim to easily track his prospecting and sales efforts and move his prospects through his sales process which resulted in shorter sales cycles and significantly reduced the onboarding time of his new sales manager. 

“I brought in my sales manager and showed her the offer flow and sales process we designed and her response was “Wow - this is so clear”. From there she was easily able to access the templates and processes we created and as a result her onboarding was 4 - 5x faster than it would have been otherwise.”

Tim’s work with Talica also resulted in a powerful mindset shift: he transformed from worrying that he was bothering people to feeling empowered and confident that through selling he was helping.

“I was great at the sales consult but didn’t do enough follow up afterwards. People were falling through the cracks. I worried that too much communication would deplete my social capital. Talica helped me understand that my clients want to hear from me. They want to hear what I have to say - they wouldn’t reach out otherwise.”

Tim was able to create a sales process which included the crucial follow up component in a way that felt like it honoured both him and his prospects. 

”The systems Talica helped me create changed my relationship with my clients and prospects. I now feel more connected to them and have been able to reach more people who need my help.”

Armed with a logical offer flow a well defined sales process and a new outlook around sales, Tim has what he needs to pursue his 2024 growth plans with confidence.

“Working with Talica resulted in a major reduction in stress. I left our weekly Revenue Operations meetings feeling energized. Entrepreneurship can be lonely, having someone with her skills in my corner made me feel like my company was bigger than it is. If anyone is on the fence about working with her I would say - work with her while you still can. She helped me tremendously, she has a proven track record and she knows what she’s doing.”