Implemented Services
Process Assessment
Process Discovery
Process Documentation
Process Improvement
Process Mapping
Process Automation
Client Story
Wealthing VC Club, Inc
Alicia Castillo | CEO | California, USA
Wealthing VC Club, Inc upgrades email process tool to increase revenue and control costs
The Client
Wealthing VC Club, Inc is a private co-investment group based in Silicon Valley for accredited investors focused on post-seed, high-impact startups.
The Challenge
The sales and marketing processes of Wealthing VC Club, Inc were inefficient, causing unexpected challenges such as:
- time delays
- losses in revenue
- lack of proper client communication
The Solution
Wealthing VC Club had a clear mission of building an online program that focused on helping women to find funding for their businesses. They needed help to redesign their sales and marketing processes so they could make their business more effective and efficient.
Using the process assessment program, the Processology team helped Wealthing Inc., realize that the source of their frustrations was misaligned processes and systems.
We helped their team understand their existing process and its impact on the business. To save costs and cut down on time, we recommended certain tweaks to their processes.
We also helped them analyze software tools for their email and marketing processes. Based on our analysis, we recommended Wealthing to switch from Constant Contact to Ontraport. The tool was more sophisticated in terms of features, but less costly as compared to HubSpot.
The Outcomes
The Wealthing VC Club successfully implemented the new process model along with the new tool recommended by Processology. This helped them achieve the following outcomes in terms of business value:
- Improved sales and marketing processes
- Timely delivery of services
- Enhanced communication with customers
- Improved business quality and revenue
- Peace of mind!
