Solution

Vollardian acted as a strategic transformation partner, working in-house over 17 months to implement solutions across sales, technology, and operations.

Key solutions implemented included:

• CRM Implementation & Adoption: Managed the design, implementation support, testing (UAT), training, and aftercare for the HubSpot CRM. A stop-gap CRM in a spreadsheet was initially implemented to manage leads and activity before the full HubSpot launch.

• Sales Enablement & Coaching: Conducted a Sales Operations Diagnostic, introduced clear sales processes and targets , and provided ongoing sales coaching to the sales team.

• Accountability & Structure: Introduced weekly sales meetings with a clear agenda and pipeline management, and managed these meetings for a period.

• Pipeline Generation: Launched a Marketing Campaign that created 10-15k leads. Vollardian also built a database of ∼5k businesses (∼10-15k contacts).

  
  

Results

Vollardian's intervention restructured sales and technology functions, successfully enabling the business to scale and improve performance:

• Increased Sales Pipeline: New office pipeline deals increased to cover target.

• 100% Increase in Sales Activity

• Enhanced Digital Transformation: Successfully transitioned to HubSpot with 100% of the sales and performance team using the system for sales, activity, and pipeline management.

• Improved Accountability & Efficiency: Implemented clear sales targets and weekly sales meetings.

• Strategic Support: Executive leadership continues to utilise Vollardian's findings in strategy decks for Board meetings.

  
  

Testimonial

"We are incredibly grateful for the work Vollardian has done"

— Chief Operations Officer, LJ Hooker