Solution

Following an in-depth diagnostic, Vollardian was retained for a 3-month implementation program to deliver the highest-priority recommendations, focusing on building sales consistency, improving CRM use, and streamlining internal workflows.

Key solutions implemented included:

• Commercial Diagnostic: Conducted interviews with all 12 employees, reviewed sales pipeline & P&L, audited all workflows and the tech stack, and developed a prioritized action plan.

• CRM & Sales Implementation: Built a personalized CRM, populated it with all sales data, and integrated inbound channels. Kicked off a new adoption & accountability plan via 1:1 training and weekly check-ins.

• Knowledge Base Standardization: Kicked off a knowledge base build, reviewing 300+ documents, creating a new standardized template, and reformatted 65+ key documents.

• Workflow Streamlining: Redesigned the company's ClickUp structure to simplify usage, delivered new templates, and supported the team with data migration.

Results

The implementation program converted operational insights into tangible commercial success within 90 days:

• $1M Closed Won in 90 Days: Faster deal progression and improved sales rhythm converted pipeline into tangible revenue.

• ~5x Increase in Pipeline Size: Expanded from 16 active deals to 80+ through CRM setup, accountability, and structured outreach.

• 19x Increase in Sales Activities: Weekly meetings, clear goals, and CRM tracking drove activity growth from 8 to 152 contacts per month.

• Standardised Knowledge Library: Reviewed 300+ documents, created a template for consistency, and reformatted 65+ key documents into the new standard.

Testimonial

"This is exactly what we needed and I'm feeling super confident about the business moving forward. Thank you so much"

– Viewport XR