Pulling a Rabbit Out of the Hat

7 minute read

We had no idea what to do.

We left our planning meeting with the new client and drove back to our offices in near silence.

Normally we leave these meetings with a plan – or at least an idea – in mind.

But this one had us stumped.

The client’s business was providing back office systems and support for independent financial advisors. They made the stock trades happen and provided tools and reports that tracked client portfolio performance, commissions, etc.

The founder and CEO, Robert, had started the firm over 20 years ago. At the time, he was an independent financial advisor himself, and had become frustrated with the robotic nature of typical back office services. Simply executing trade orders and reporting monthly balances was just not enough.

He wanted tools and resources that also would help him build better relationships with…

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Intuit

2 minute read

MyCorporation wanted to turn their one-time transactions into repeat business.

The Intuit company helped establish small businesses through services that include incorporation, LLC filings, trademark searches and copyright registrations — then they lost them. How to transform one-time users into repeat customers? Design a solution that provides value, is automated and builds brand awareness.

Mind Over Machines developed MyIncGuard, a sophisticated small business compliance engine.

MyIncGuard tracks filing requirements and notifies subscribers of deadlines. Notifications can include messages from MyCorporation, and are MyCorporation branded for ease of brand recognition.

MyCorporation recouped its investment in two quarters and gained a strong renewal rate.

Our solution created a recurring revenue stream and repeated brand exposure for MyCorporation, which reported close to 200% ROI in the first year.

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National Registered Agents, Inc.

2 minute read

Mind Over Machines had a flash of insight: How to identify NRAI’s best prospects.

NRAI sales executives knew the demographics of its best target market: families of companies operating in many states. But these targets are not easy to find. Companies within a “family” of businesses with related ownership can operate under very different names and in very different industries. How to identify them?

We mashed multiple public and private databases and created an innovative prospecting system.

We mashed, cleansed and matched data from public and private databases nationwide, discovered productive relationships between seemingly unrelated data points, and uncovered a motherlode of top prospects. Then we ranked prospects by size and clustered by geography, allowing NRAI’s sales team to focus its efforts on the sweetest targets.

NRAI saw a dramatic increase in sales and profitability.

As a group, these deals…

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