Most of these companies started the same way: an owner doing the selling. Then we recruited the rep, built the system and ran it. Where a figure comes from a client’s report, the source and the date are under the story.
More stories are added as clients sign off on their numbers.
Commercial construction supply
From a CRM nobody opened to every quote on a follow-up date.
+16%first-half sales, 2026 against 2025
Mondayssales meeting, started January 2026
$1M+the size of its largest project
The problem
A bathroom-partition supplier with install crews, one part-time rep and an owner who was still more than half the sales department. There was a Pipedrive subscription nobody had opened, due to be cancelled at renewal. Quotes lived in the rep’s email and WhatsApp. In the owner’s words: “I don’t hold him accountable. I’m not on top of him.” Two reps had already come and gone.
What we did
Replaced the dead Pipedrive with Close: pipeline stages, lead ownership rules and a written territory policy
Installed a weekly rhythm: Monday sales meeting, Wednesday lead review, one-on-one coaching
Set a daily call target and put every quote on a follow-up date
Ran a search and placed a second rep, then managed him day to day
The results
First-half sales up 16 percent year over year, from $2.04M to $2.36M
Every quote now sits in a pipeline stage with an owner and a date, instead of in an inbox
The owner reads activity off a report each week rather than asking how things are going
The Monday meeting started in January 2026, and the owner has referred two other businesses to us
Engagement started January 2026. Sales figures are from the client’s QuickBooks sales report, first half of 2026 compared with the first half of 2025. Company-wide growth over a longer window predates this engagement and is not claimed here.
Healthcare staffing
From the owner selling alone to two deals in month two.
2deals closed in month two, against a target of two
11 daysfastest deal, first contact to closed
The problem
A healthcare recruiting firm where the owner was the entire sales department and said so plainly. He had tried a senior sales hire before and got nothing out of it. He was setting goals with no way to measure against them, and knew that was the problem. He had never hired a salesperson at this level before.
What we did
Built Close from scratch: lead status ladder, pipeline stages and a working deal sheet
Defined what a connect actually is, so the number means something: any call over ninety seconds
Built a KPI dashboard and put the owner on it, so he could see the week without asking
Connected the stack: Close, Instantly, Seamless, Apollo, PandaDoc
Recruited and placed the first rep, then managed him day to day
Set monthly targets: 20 hot leads, 30 warm leads, 50 emails a day
The results
Two deals closed in month two, matching the target. Our own forecast going in had been one a month for the first three months.
One of them closed eleven days from first contact.
Seventeen hot leads the following month, and two more deals.
The rep ran 50 to 70 calls a day and stopped building his own lists.
Engagement started February 2026. Rep started June 2026. Figures from the September 2026 review. The engagement ended in October 2026.
Packaging & supply chain
From founder-led sales to a rep booking meetings.
60+meetings booked in the first 10 months
$2M+in pipeline from outbound
The problem
Multiple failed attempts at building a sales team. Sales remained founder-led, with dangerously low meeting volume and a small, stale target list.
What we did
Recruited and placed a rep
Shifted the ICP from CEOs to operations managers and procurement leads
Strict call discipline with daily activity standards
Structured messaging around operational challenges
The results
60+ meetings booked in the first 10 months
$2M+ in pipeline from outbound
A pipeline built on operations and procurement buyers instead of CEOs
The founder was freed up to focus on closing
The engagement ended in March 2026.
Insurance brokerage
From a spreadsheet and no outbound to 103 calls on day one.
103calls on the rep’s first day
292profiled leads loaded before he started
2 wksfrom day one to policies in underwriting
The problem
A commercial insurance brokerage where the owner was the sales department and had largely stopped selling. No CRM. The pipeline lived in Excel and in his head. He had never spent a dollar on advertising, and what he wanted was to be out of the sales process entirely, not better at it.
What we did
Built Close before the rep’s first day, not after: 292 leads with phone and email, profiled against a defined ICP
Set the target market with him: home health and home care, multifamily real estate and construction, $1M to $50M revenue, NY, NJ and PA
Built the opportunity pipeline around how he actually sells, from quote requested through submitted, quoted and closed
Added the fields the business runs on: policy renewal date, current carrier, current broker, estimated annual premium
Put a dialer inside the CRM on a local number, and started reviewing call recordings every week
Wrote the cold-call script and set the daily number: 75 calls a day, four quote requests a month
Recruited and placed the rep
The results
103 calls on day one, around sixty leads worked, every one logged.
Policies collected and submitted to carriers inside the first two weeks.
Lead database rebuilt and expanded from 292 to 530 profiled prospects.
The owner is out of the daily sales process, which is what he asked for.
Rep started August 31, 2026. Figures from CRM activity reports through mid-September 2026. Insurance cycles run long and no policies have bound yet.
Packaging manufacturing
From relationship selling to a team with a number.
3reps placed or onboarded, all managed
Weeklysales meeting, plus biweekly one-on-ones
10,000profiled leads loaded into a CRM that had thousands of orphaned ones
The problem
A packaging manufacturer with reps who sold well from relationships built elsewhere and no repeatable way to find anyone new. One sales meeting a month, no activity standards, and thousands of leads sitting in HubSpot, many of them unassigned after previous reps left. The CEO wanted to hold people to a number and had nothing to hold them to.
What we did
Placed or onboarded three reps
Rebuilt the HubSpot pipeline and fixed the email and calendar sync underneath it
Wrote the rules down: lead ownership, the ninety-day rule, a new-account bonus and a nine-point discovery set
Loaded 10,000 profiled leads against a defined target market
Built a KPI dashboard pulling live from HubSpot: calls, emails, meetings, quotes and closed deals per rep, with click-through to the call recordings
Started a weekly leaderboard that goes to the whole team
Installed a weekly sales meeting and biweekly one-on-ones
Set fully-ramped targets: 40 calls and 10 emails a day, 10 meetings, 12 quotes and 2 closed deals a month
The results
Three reps hired, onboarded and working against a written standard.
The owner measures the team on activity he can see rather than on how a week felt.
Every quote and every call recording is one click from the dashboard.
Reps started July to September 2026. Figures from the September 2026 reviews. At the September reviews, the system was in and the first deals had not closed yet.
Environmental services
From word-of-mouth to a first sales hire.
0 → 1dedicated salespeople, in a business that grew on referrals alone
Day oneTargets and a cold-calling process in place when the rep started
The problem
A thriving business with no dedicated salesperson. Growth came entirely from referrals.
What we did
Recruited and hired their first dedicated sales representative
Built a cold-calling process for environmental services
Trained the new hire on consultative selling and objection handling
Targets and a way to track them from day one
The results
First dedicated salesperson hired and onboarded
Consistent outbound meetings and pipeline from the new rep
Founders freed from sales responsibilities
A repeatable process in place to scale further
What it’s like to work with Abe, from people who have.
“Abe didn’t just provide high-level guidance; he dove deep into the details, ensuring that every aspect of our approach was optimized for success. He brings a rare combination of clarity, creativity, and out-of-the-box problem-solving.”
Moshe SenderCEO, Reworks Staffing
“I contacted Abe to use him for his recruiting services for an entry level sales rep. We spoke on Monday, the next day he had the ‘perfect candidate for me’. When it comes to all things sales, hiring, training, onboarding, and building systems, Abe is THE guy.”
Eli SchildkrautSBA Loan Broker, Shield Credit
“Working with Abe has been an incredible experience. His sales expertise is truly exceptional. He has a sharp understanding of what drives conversions, how to craft the perfect pitch, and how to turn prospects into loyal customers.”
“I highly recommend Abe for his outstanding mentorship and strategic guidance. His insights into the sales process have been extraordinarily helpful, profoundly influencing my approach and effectiveness as an SDR.”
Samantha GillenSales Development Representative
Every one of these started with a call.
Every story here followed the same three steps: recruit, build, manage. 30 minutes with Abe tells us both whether it fits yours.
