Case Study
CreateTailwind – Financial Services Sales Operations
CreateTailwind is a nationally recognized financial firm that has helped thousands of clients find real financial independence.
Founder
Jim Oliver
Company
CreateTailwind
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Inside The CreateTailwind – Financial Services Sales Operations Case Study:
THE CHALLENGE
We quickly realized that we needed a well-designed sales and marketing strategy to help us redefine client expectations and connect with our target demographic in a meaningful way – and we didn’t have the time to manage that process internally while growing our business.
THE SOLUTION
CreateTailwind utilized a customized FounderScale solution to develop its sales and marketing materials and operations. Explicitly designed for small to mid-sized businesses, FounderScale recognizes that founder-led companies have distinctive sales and marketing needs.
the BENEFITS
• Focused Strategy
• Customized Solution
• Increased Brand Awareness