Financial Services – Marketing and Sales Transformation

Non-Profit Health & Welfare Firm Increases Customer Satisfaction by 28% and Increases Requests for Bid by 45%

A Des Plaines, IL non-profit health and welfare fund was experiencing declining orders and a shrinking customer base in the face of competition. In this competitive environment, the organization needed to develop an aggressive marketing and sales program in order to reach their goal of providing their services to an additional 10,000 members by the end the fiscal year. The MetaExpertTM joined the organization for an eight-month period to lead teams in transforming their administrative practices with “Lean Office” best practices and launching a comprehensive “Marketing Kaizen” team that created a plan that restructured marketing and sales. This resulted in a 28% increase in customer satisfaction and a 45% increase in requests for quotes that led to exceeding their growth goals.

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