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Financials

Below you’ll find some key clients where I have improved operational effectiveness, increased sales, and reduced costs.
In my previous role, I managed client budgets totalling over $65M.

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Kinetico Water Systems

Reinvigorated KSGs relationship with Kinetico by focusing on the GTA expansion, profitability, and opportunities to launch into new markets. 

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  • Implemented the call centre to correctly schedule and manage lead distribution and the booking process.

  • Roll-out of the weekly in-field sales data analysis focusing on: lead distribution by agent and market, % of presentations booked, % of presentations run, total sales by agent, breakdown of product type sold, average dollar per sale, and financing penetration rate. 

  • Administered the weekly training on product and sales pitches, which improved agent sales pitch and higher product knowledge. 

  • Analyzed of the radio and social media marketing strategies to increase total leads while minimizing costs.

  • Hired and trained three new Infield Sales Representatives with a 100% retention rate.

  • Introduced the Digital Ear training and monitoring application software.

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Key successes:

  • 20 BPS lift in lead presentation book rate (from 75% to 95% YTD September).

  • 38 BPS lift in presentations run (from 70% to 90%).

  • 242% lift in monthly sales volume.

  • 26% lift in an average dollar per product sold.

  • 257% lift in bundles sold (34% YTD September).

Cogeco

Led the development and expansion of 3 Cogeco telecommunication acquisition channels consisting of the Call Centre lead generation, event-based acquisition in the Residential Buildings, and Door-to-Door sales.

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Key successes:

1. Call Centre:

  • Based on historical data and trends, restructured the out-bound calling flow along with the agent operational procedures resulting in:

    • 132% year-over-year lift in total sales 

    • 75% sales close rate (149% higher close rate than Cogeco’s internal team). 
       

2. Residential building events:

  • Analyzed historical sales data by overlaying the number of units available per building, the current penetration rate, number of follow up visits per year, and number of days which resulted in:

    • 33% year-over-year increase in sales volume 

    • 22% fewer required visits/events to attain the same volume of sales per year, thus reducing client operational cost by 18%.
       

3. Door-to-Door:

  • Established a new door-to-door channel, yeilding 10% incremental annual sales and increasing the overall Cogeco program margin to 38%.

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Delta + Amex

Oversaw the staffing and management of the Delta + American Express credit card acquisition kiosks in three US markets (Minneapolis, Orlando, and Seattle) in partnership with the US Aviation Authority and U.S. Customs and Boarder Protection. Responsible for a total of 45+ agents depending on the seasonality. 

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Key Successes:

  • 42% year-over-year lift in total credit card sales resulting from a successful launch of the micro-learning training, extensive data analysis by market, and optimized agent scheduling. 

  • Achieved 102% of sales targets, pre-COVID airport shutdown, and drove 82% of all Amex credit card sales across all channels.

  • 30.2% year-over-year lift in new account sign-ups

  • 46.7% year-over-year lift in credit card upgrades 

  • 18% lift in assigned sales hours vs. 40% lift in total annual sales -- thus, reducing cost per acquisition cost by ~20 BPS.

Eastlink

Oversaw the retail operation of the Sydney, Nova Scotia retail store, focusing on selling high-speed internet, TV, phone, and smart home security.

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Key successes:

Restructured and re-trained a team of a Store Manager and six retail staff, utilizing Microlearning resulting in: 
 

  • 54% lift in the annual protection plan attachment rate (102% of set target).

  • 181% lift in the yearly accessories attachment rate (96% of set target).

  • 63% lift in annual customer satisfaction (95% of set target).

  • Year-to-date attained 121% of annual sales targets for TV, internet, phone, and smart home security.


Introduced VMS, a digital studio that uses personalized digital messages, stories, and mobile offers, allowing Eastlink to send SMS messages directly to clients' mobile devices. Visit VMS: www.vmsfuture.com

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Auxley Cannabis Company — LAB001

Oversaw the store launch and day-to-day management of Auxly Cannabis' flagship retail location: LAB001, in Lloydminster, AB. 

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Key successes:

  • Hired, onboard, and trained a team of 12 buddtenders with an annual staff retention rate of 95%.

  • Conceptualized and designed a city-wide marketing launch campaign that resulted in a 45% lift in month-over-month sales volume.

  • Exceeded annual sales targets by 28% and achieved a 100% audit rating from the Saskatchewan Liquor and Gaming Authority for 13 consecutive months.

  • Successfully oversaw the sale of the LAB001 retail store to Delta 9 who chose to purchase the flagship store out of 11 other cannabis stores in Lloydminster, AB. Delta 9s decision was based on month-over-month consistent revenue growth, high brand presence in the market, no customer escalations and increased staff retention.

  • Exceeded annual sales targets by 28% and was voted #1 Cannabis store in Lloydminster.

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Check out a video of the launch event:

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