Our Experience

• Education Technology
• Medical Device / Medical Technology
• Health and Wellness
• Software / SaaS

• Managed Services
• Advertising and Marketing Agencies
• Wholesale and Distribution
• And More...

Case Study: Education.com 

** Acquired by another ed-tech firm while working with EP **

Client: Education.com
Industry: K-12 Education Technology (public, private, charter, homeschool organizations)
Client Location: San Mateo, CA
Decision Makers: Superintendents, Curriculum, Special Education, Technology, Literacy Coaches, Principals

• EP Engagement Type: EP built sales department from scratch for Education.com. EP was responsible for entire sales cycle, including marketing, prospecting, generating proposals, closing deals and selling renewal opportunities.
• Purpose of Case Study: To showcase how EP has successfully built a sales division from scratch and delivered results quickly. Also to demonstrate how EP has built the infrastructure within the company's existing processes and framework, and also designed the sales and marketing processes with long term goals in mind.

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Case Study: Charge 

** Acquired by a workplace health and wellness company while working with EP **

Client: The Charge Group (Charge)
Industry: Corporate Wellness
Client Location: Philadelphia, PA​
Decision Makers: HR Directors, CEOs, Benefits Coordinators, Presidents, Vice Presidents, CFOs, Insurance Brokers

• EP Engagement Type: EP built the sales department for Charge. EP leveraged marketing and sales execution to fill the sales funnel and drive opportunities through the pipeline. EP's expertise was utilized to build a long-term sales strategy to inform staffing decisions and provide insight for investor pitches.
• Purpose of Case Study: To showcase how EP has successfully built a sales and marketing team and delivered results quickly. Also to demonstrate how EP strategy and guidance can provide tangible support for other key areas of a business.

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Feedback from our clients

​Justin Seibert, founder and President,
​Direct Online Marketing

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​David Groll, founder and CEO, Circadiance

"We've been in business for 14 years and have 3 medical device products. We've been working with EP for 9 months, and we've never had a better sales quarter in the history of our company and we're over quota in all 3 product lines."

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​Mackenzie Nelson, Business Development Specialist, Harvie.farm

"I came to EP knowledgeable and passionate about my product, in need of the technical and tactical knowledge of the sales pipeline.

EP's multifaceted approach laid a foundation for success. The advice and training allowed our small organization to have a well oiled sales process. 

I was impressed by EP's ability to continuously pivot with our sales data. EP has expert ideas, training, and technical solutions."

We are most effective for the right type of challenges

Here are our sweet spots:

• Companies lacking inside sales and marketing expertise
• Businesses launching their first go-to-market strategy
• Sales teams that are too busy servicing accounts, not prospecting for new business
• Small and mid-sized businesses that want to grow
• Organizations with stagnant revenue and in need of strategic execution
• Leaders with big picture ideas, but little day-to-day implementation knowledge​

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See which EP model would help your company best

See EP's Models