We helped BottomLine Concepts book 66 meetings with CEOs and CFOs of U.S. small businesses (5-500 employees) in under 90 days, facilitating nearly $4 million in tax credits and generating over $800,000 in revenue.

For JBEnvision's AI real estate underwriting software, we generated over 100 leads and booked meetings with C-level executives at firms like Marcus & Millichap ($500M/yr, 896 employees), K. Hovnanian Homes ($2.5 Billion/yr, 1715 employees), and Hoffman & Associates ($6 Billion AUM, 1715 employees) in just the first 60 days.

We secured Clever Benefits 19 high-value meetings in under 90 days for their new benefits product with benefits brokers and major employers like Leslie's Pool Supplies ($1.45 Billion/yr, 4100 employees), OSI Systems ($1.25 Billion/yr, 6,800 employees), and Hampton City School District ($246M/yr, 3170 employees). This campaign opened $81 million worth of pipeline opportunities.

For Predictive Safety, we drove over 50 interested leads with safety and operations executives at large companies in hazardous industries. Meetings with Global Fortune500 firms like Anglo American ($30.6 Billion/yr, 58,000 employees), RyanAir ($24 Billion/yr, 27,076 employees), Finland's National Railway Operator ($1.3 Billion/yr , 5,800 employees), and NOV ($7 Billion/yr, 33,676 employees).

Within 60 days, we brought 965 realtors into the GigWorker Solutions pipeline, yielding an $11.5 million claim opportunity with $600,000 in finalized claims. This targeted outreach was critical in engaging self-employed tax credit clients.

In collaboration with IM4Health, we facilitated 23 meetings with HR leaders at large firms, including Amtrak ($3.6 Billion/yr, 4800 employees) and Restoration Hardware ($2.5B/yr, 5960 employees), building a $16.8 million pipeline. This engagement increased IM4Health's exposure in the employee benefits market.