MXSolvenSloutions

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Overview

$5,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2025

Year Founded

ABOUT MXSOLVENSLOUTIONS

Revenue Operations & Systems Optimization

I assist companies in discovering untapped revenue, enhancing their sales and marketing strategies, and transforming chaotic data into valuable insights. With a focus on revenue operations, CRM automation, funnel optimization, and reporting dashboards, I pinpoint revenue losses, improve workflows, and provide quantifiable outcomes that positively affect the financial results. Each project aims to save time, minimize mistakes, and increase conversion rates, allowing clients to grow more quickly, intelligently, and effectively.

Tech Stack

Microsoft Dynamics CRMHubSpotSalesforceZoho

Languages Spoken

English

HIGHLIGHTS

$5,000+

Min Project Size

$100 - $149/hr

Avg Hourly Rate

2 - 9

Employees

2025

Year Founded

Services

Focus

Industries

Clients

Services Provided

23% Other IT Consulting and SI

10% CRM Consulting and SI

14% Go-to-Market Strategy

13% Operational Process Consulting

7% Change Management Consulting

23% Demand Generation Marketing

10% Digital Strategy

About the Team

OUR STORY

Our Journey Many companies are missing out on profits due to misalignment between their sales, marketing, and operations. We address this issue. Our goal is straightforward: to assist as many individuals and businesses as we can in reaching their objectives. We accomplish this by creating systems that enhance efficiency and profitability, including CRM implementation, automation, demand generation, digital strategy, and fractional CFO consulting. We focus on actionable steps that lead to tangible results, without any unnecessary reports.

TEAM PHOTOS

Portfolio

WellPoint Plus Departments Study

Unknown

**Service Data & Analytics – Revenue Performance Management in Healthcare/Medical Services** **Location**: United States **Client Overview**: WellPoint Plus encompasses four primary medical departments: General Medicine, Laboratory, Radiology, and Wellness. The management team faced challenges in tracking departmental performance, bonus distribution, and revenue forecasts, leading to inefficiencies in aligning financial outcomes with incentives. **Challenge**: The client encountered several issues, including: - Lack of clear linkage between revenue performance and bonus payouts. - Manual and error-prone reporting processes that hindered timely decision-making. - Absence of revenue forecasting to aid in strategic planning. **Main Objectives**: - Create a comprehensive dashboard for revenue and bonus performance. - Automate quarterly and annual financial projections. - Develop "what-if" scenarios to align departmental growth with organizational objectives. **Solution**: We established an analytics framework that streamlined revenue, bonuses, and projections into a single automated dashboard by: - Integrating data from the four departments. - Developing a bonus tracking system connected to revenue performance using a 35% allocation model. - Including projections and "what-if" scenario modeling for revenue planning (e.g., predicting $551K from an 8.8% growth in General Medicine). **Results (Quantifiable Benefits)**: - Provided a centralized financial dashboard for all four departments. - Enhanced forecasting accuracy, achieving a projected annual revenue target of $1 million. - Automated quarterly reporting, cutting reporting time by 70%. - Increased insight into bonus distribution (over $55K disbursed) and its relationship to revenue contribution. **Technologies Employed**: Excel and BI automation | Prepared for the future with Power BI / Databricks | SQL | Make Automation

How Lack of Automation Destroyed Clients Trust

Unknown

**Client Retention / Relationship Automation** A boutique digital agency generating $80K per month (with a Google rating of 1.8/5 stars) currently handles client communications and service delivery manually. This small marketing agency relies on a single individual for all client interactions, lacking a CRM, automation, or centralized reporting system. **Challenges:** - Clients often feel neglected or are left waiting for updates. - There is no insight into project progress or outcomes. - The absence of an escalation or feedback mechanism means difficult clients are not addressed consistently. - The CEO manages all client communications manually, leading to burnout and disorder. - The agency’s reputation suffers due to inadequate follow-up and "false security" provided to clients. **Underlying Issue:** There is no RevOps function or automated client relationship management; everything is contained within the founder's memory and inbox. **Proposed Solutions:** - Introduced HubSpot CRM to streamline client interactions, monitor communication, and identify inactive clients. - Automated client feedback and NPS processes to detect issues early on. - Developed project delivery automation in ClickUp, where new clients automatically create projects, tasks, and internal notifications. - Established a Looker Studio dashboard for real-time insights into project status, payments, and client satisfaction. - Created systems to prevent churn, including reminders, payment follow-ups, and client reactivation campaigns. **Expected Outcomes (if Implemented):** - Elimination of "forgotten clients," ensuring proactive communication for every client. - A 40% faster resolution rate for accounts at risk. - A 25-35% reduction in client churn within 60 days. - A 70% decrease in the CEO's involvement in client communications. - Restoration of reputation through transparent and automated reporting. The agency may lose clients, not due to poor service, but because communication and client well-being are not being monitored. By automating all backend processes, every client will feel managed, informed, and appreciated, without additional effort from you.

Projects & Clients

Project Size & Rate

Minimum Project Size

$5,000+

Average Hourly Rate

$100 - $149/hr

Pricing Snapshot

Min Project Size

$5,000+

Avg Hourly Rate

$100 - $149/hr

Cost Rating

N/A

What Clients Have Said

"MXSolvenSloutions delivers quality projects within budget and timeline expectations based on verified client feedback."

Based on verified reviews and internal benchmark data

PROJECT BUDGETS

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Other IT Consulting and SI

CRM Consulting and SI

Go-to-Market Strategy

Operational Process Consulting

Change Management Consulting

Demand Generation Marketing

Digital Strategy

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