Sales and marketing support

Challenge

SmartLunch wanted to consult its sales and marketing processes with an external advisor, someone who could objectively examine them and spot minor mistakes and inefficiencies. The specialists wanted an external perspective on their operations to extract even more value from them.

Marketing Consultations

We assisted SmartLunch in transitioning from Google Analytics Universal to GA4.

• We audited their advertising campaigns (Google Ads, Facebook Ads, LinkedIn Ads) with recommendations for improvements.
• We set goals for all campaigns and created a framework for analyzing and drawing conclusions.
• We built a dashboard in Looker Studio to visualize the performance of individual campaigns and traffic sources. The marketing manager now has all the essential metrics in one place, readily accessible.
• We made slight adjustments to the sales funnel assumptions, allowing SmartLunch’s sales teams to focus on select clients who will likely be more profitable.
• We optimized individual steps salespeople took, mainly focusing on their reporting methods in the CRM system.

Sales Consultations

SmartLunch summarizes the sales aspect of our collaboration as follows:

“We made several minor process changes thanks to the consultations with Casbeg. These weren’t revolutionary changes, but minor process adjustments positively impacted our results.

“The most significant change was in our mindset. We realized we needed to quickly implement a more advanced CRM system that integrates the work of marketing and sales. This system, which we had been considering but hadn’t prioritized, allowed us to better track and manage our leads and customer interactions, leading to more effective sales strategies.”

What are your impressions of working with Casbeg?

Krzysztof Gąsior, co-founder of SmartLunch, shares his positive experience: “I have good feelings about the collaboration: the expertise was at the right level, and the consultant had a very positive attitude. I feel like it was money well spent. The quality-to-price ratio was excellent, making the investment in Casbeg’s services highly worthwhile.”

Who would you recommend consulting with us?

Krzysztof Gąsior, co-founder of SmartLunch, recommends Casbeg’s services for companies like theirs: “Especially for rapidly growing companies selling B2B, particularly in consultative sales, where each client is different, and you need to adapt to their needs. Casbeg’s adaptability to unique business models and needs makes it a valuable partner for companies that need to update what they are doing quickly to keep doing it optimally.”

‘Collaboration with Casbeg provides access to an experienced person, such as our lead consultant with over 10 years of experience in sales and marketing, with whom you can discuss and consult your ideas.’

Michał Sosiński, Head of Marketing: “Sometimes, when we are racing toward a goal, we overlook certain details that are very important to our business processes. That’s why I recommend that even very experienced sales and marketing managers consult with Casbeg. Such collaboration can quickly point out some process inefficiencies that can be swiftly improved with the help of good specialists.”