Average to breakthrough sales in 8 weeks

1. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
Average to
breakthrough sales
in just 8 weeks!

2. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
VERT Solar Finance
Joaquin Altenberg, Founder and CEO-VERT Solar Finance
“We engaged with Leap to build out a direct sales
strategy. Erika has become part of our team within
a few short months, and we are making tangible
progress daily in accomplishing that goal.”

3. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
VERT Solar Finance
Background
Building a direct sales strategy for a leading solar energy company.
Accomplishments
Results
“Erika over-delivered, plain and simple. Her business intuition and sales mind were absolutely
critical to our business success. I continue to reach out to her for business coaching on an
ongoing basis.” – Joaquin Altenberg, Founder and CEO – VERT Solar Finance
Case Study
§ Created value proposition for new ‘direct’ sales
strategy (previously, VERT was selling through
third-party developers
§ Conducted Job-To-Be-Done (JTBD) interviews
to define what prospects truly needed
§ Developed sales materials and resources
§ Created elevator pitch, cold call scripts and
email outreach templates
§ Defined process for each stage of the multi-
staged sales process
§ Developed buyer personas
§ Developed Salesforce SOP to support direct
sales strategy
§ Provided executive coaching and sales team
coaching
§ Determined sales metrics
§ Revised CEO bio for speaking engagements
§ Conducted outreach campaigns to prospects
§ Elevated look and feel of sales collateral and
materials
§ Established weekly pipeline meeting and
format
§ Compiled A to Z sales playbook, defining
internal process and consolidating all sales
materials both for new and existing sales reps

4. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
Beacon Clinics
Ron Barshop, Founder and CEO – Beacon Clinics
“Leap Intuit is all about strategic execution and
understands exactly how rapid ramp up should
work.”

5. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
Beacon Clinics
Background
Transforming a healthcare services company from plateau to growth mode.
Background & What Leap Accomplished with Beacon
Results
§ 200% growth in meaningful and true pipeline opportunities
§ Total revamp of initial and ongoing training
§ Defined roles and responsibilities of sales team, and defined weekly and quarterly metrics
and quotas
§ Interviewed, trained, onboarded and provided ongoing management of new sales team
Case Study
Beacon Clinics is a successful healthcare services company that puts ancillary allergy labs within PCP practices. In
a nutshell, Beacon engaged with LEAP to jumpstart its next level of growth. Operations were running smoothly,
the physician clients were happy, and patient outcomes were through the roof. That can only mean one thing for
a solid company…time to GROW.
Beacon lacked a formal sales training, onboarding, and ongoing management strategy. LEAP came in, quickly
accessed the current situation, rerouted the existing sales process, brought on a new sales rep and established a
new level of expectations for sales. With Erika’s background as a feet-on-the-street salesperson, the goal
is always to create dual value for both the salesperson and the company. Within 60 days, the number of
meaningful lead activity tripled, the reporting quality reached a whole new level, and the opportunity pipeline
(and quality) doubled.
Erika continues to provide strategic direction, coaching for the sales team and ongoing input on weekly calls.

6. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
Randi Rubenstein
Best-selling Author, Parent Coach
“I think the executive coaching piece is what you
are masterful at doing. I loved you in that role.”

7. www.readysetleap.com | Erika@readysetleap.com | 713.824.5872
Randi Rubenstein
Background
A best-selling author and parent coach was looking to take her business
to the next level and expand the reach of her parenting programs.
Accomplishments
Results
§ Exceeded program participation goal by 140%
§ Grew referral network by 150%
§ Grew social media audience by 145%
Case Study
§ Establish growth metrics and milestones
(revenue, program participant goals, and email
list growth)
§ Define roles and responsibilities for company
§ Create a referral network to help spread the
word and augment the growth strategy
§ Create a scalable, online delivery format to take
the previously 1:1 business format to one that
could serve the masses in an equally effective
way
§ Drive participation in the group program
§ Set up pricing for the group and individual
programs; test and validate the price points
§ Set up systems and processes to support the
growth and pave the way for future
efficiencies
§ Augment the level of professionalism and
overall customer experience from the point of
attraction to the point of purchase
§ Select and manage the PR firm to help
support the overall effort
§ Relieve the founder/CEO of the tasks that
bogged her down to allow her to stay in her
zone and focus on content development