plan_north@2x

Case Study
Plan North

Services

Tactical Sales Plan, Process Mapping, CRM Architecture & Implementation

About Plan North Partners

  • Project Management/ Owners Rep Group with four employees.
  • Manages nationwide projects, with focus in Birmingham and Milwaukee.
jenny doede

We hired Lisa to help us build a CRM tool that works for our small team. We got a lot more than just a CRM tool by hiring Lisa. Lisa interviewed our current clients and partners and an ideal client for feedback. She introduced us to Hubspot which is a CRM tool that does so much more than track deals. We know we have barely scratched the surface of what Hubspot can do.

Jenny Doede

Managing Partner
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Objectives

  • Create a strategic expansion plan due to rapid growth of their team of Project Managers.
  • Implement a centralized CRM to manage the sales of Project Managers, who are expected to “eat what they kill.”
  • Plan, standardize, and digitize sales processes.

The Middle Six® Solutions

  • Assessed and identified sales challenges, crafting a strategic action plan highlighting starting points and improvement opportunities.
  • Created a visual flow of activities, tasks, and information to develop a sales process that evolves with Plan North Partners as they continue to grow.
  • Implemented HubSpot and developed automations to boost revenue and integrate sales processes with sales sequences.

Outcomes

idea

Identified and prioritized marketing and process improvements to standardize best practices for all PMs.

friendship

Seamlessly integrated a new PM into the existing sales process.

list

Implemented HubSpot CRM, reducing administrative workload by several hours per week.

commitment

Established a centralized source of truth for employees working remotely across the nation.

customer-service

Consolidated all vendor information into a single platform, enabling bulk RFQ submissions for Plan North.

Get Started

414-269-5479

info@themiddlesix.com

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