Momentumist — GTM and RevOps Help

Casey is amazing

Casey is a tremendous resource and knows how to implement, train, manage, and maintain CRM cleanliness. Love her work.

Keep your workflow moving and seamless

Although Casey was based in the US and I am located in UK she was always on hand to insist with any requests and offer any assistance. This made my onboarding process seamless and gave me a clearer understanding of how the company expected our systems to align and what information was required. We use a number of platforms all which were customised towards our business and sales cycle with Casey these processes would have been problematic and cumbersome. Having someone like Casey meant the sales team were using all the platforms to their full capabilities and maximising their usage.

Highly recommend!

When I started my sales role, Casey was so helpful in onboarding and training me on all the various sales tools. She knew the ins and outs of all systems, and could troubleshoot any technical issues in seconds. She is patient, knowledgable, and an overall awesome person. Couldn't recommend her enough!

Casey is the best!

I started working with Casey during my first week as an SDR and she helped train me on the CRM, HubSpot, and all our internal tech. She's incredibly helpful and knowledgable and made my onboarding and ongoing day to day work seamless.

Awesome Experience

I have had the opportunity to have Casey and Eric help me out with several projects. They are a pleasure to work with and experts at what they do!

Phenomenal Experience!

Working with Casey and Eric has been a wonderful experience. As a startup company, we have a lot of needs and they are very adaptable when I need to pivot strategies and priorities and even add more work to their plates. More importantly, they are incredibly smart and have helped me set up my HubSpot instance, integrate it with other systems, build out my email workflows and more. We're now working on SEO and content creation and they are full of excellent ideas. I also appreciate the fact they are holistic thinkers - they don't just "stay in their lane" but are thinking about ways to market in a more 360 degree approach. They've taught me a lot about digital marketing and operations and I am confident because of their insights and expertise, we're set up for success.

The boutique agency you need

Casey and Eric are what so many companies need. Highly responsive and competent professionals that have the talent and follow through to impact your business quickly and without the high overhead of many firms. Plus they have the broader network to accomplish most any marketing and sales related task that comes up. We've loved working with them and appreciate all they do!