E2 Enterprises
E2 Enterprises was a two-person financial planning firm earning under $100K a year when Eric came on as a consultant. Three and a half years later, they were a $1.5M operation.. with a trained sales team, a custom CRM, and an outbound engine built to compound.
The challenge
E2 Enterprises had real advisors and real expertise, but under $100,000 in annual revenue and no system to grow. No CRM. No outbound pipeline. No digital infrastructure capable of finding new clients at scale. Revenue was capped by the infrastructure, not the people.
What we built
Eric joined as a consultant and eventually became Vice President, running all operations from inside the firm. He built the CRM, developed the outbound sales software and the strategy to run it, trained the sales team, led client meetings, redesigned the brand, and rebuilt the operating model the firm ran on.
The outcome
In three and a half years, E2 went from under $100,000 in annual revenue to $1.5 million.. a fifteen-fold increase. The growth didn't come from a single campaign or a lucky quarter. It came from building the systems, and shifting the target market, that made consistent growth possible.
"We started working with PDA because we needed leads.. but they quickly became the digital backbone of our operation. They designed our brand, developed our website, built our CRM, ran our email marketing campaigns.. they did everything. But the most important thing that they did was shift our target market. Ultimately, that's what brought us to seven-figure annual revenue. They aren't just another development team.. they're a partner."Ethan H., CEO · E2 Enterprises
Talk to Eric about your project.
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