Recent Work

Recent Clients (See descriptions of specific projects below):

1. Global handheld wireless phone and equipment distribution company
2. Tech Valley-based chamber of commerce
3. Manufacturers' representative for evaporative cooling and energy recovery systems
4. Franchise insurance agency serving retail and business customers
5. Professional services automation consulting firm serving information technology and professional services companies
6. Tech Valley-based education-focused not for profit organization
7. General contractor specializing in remodels and renovations
8. Computer & technology consulting business providing variety of computer, software and network services and management to small businesses in Northern California
9. Corporate events planning and services firm
10. Healthcare clinic providing physical therapy and therapeutic massage services
11. Multimedia design and production studio providing high definition and standard definition post production services
12. Residential & commercial moving business
13. Cash register tape advertising business
14. Book author distributing new research-based business book on managing professional services firms published by Wharton Press
15. Specialty interior design firm focusing on Section 8 house projects
16. Independent wealth management, investment advisory and real estate firm
17. Independent employee benefits insurance broker serving the small business marketplace
18. Tele-fundraising firm serving arts and music organizations nationwide
19. Outdoor landscape architecture business
20. Janitorial and restaurant supply distributor
21. Commercial, multi-location locksmith business
22. New, California-based commercial banking venture
23. School for children and adults with learning disabilities
24. Specialty spirits (Vodka) distilling company
25. Hospitality venture serving outdoor enthusiasts and extreme athlete travelers
26. Specialty packaged food products business
27. Chamber of commerce
28. Notary public & mobile notary signing agency
29. Eastern medicine therapy practicioner

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What are our clients saying about us? (Read Client Testimonials)

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Descriptions of specific engagements:

1. Endorphin Advisors created a new business plan used by a specialty food manufacturer to secure a $1.8 million purchase order from one of largest US nutrition companies.
2. Developed new comprehensive business and marketing plans, including financial projections, for a specialty healthcare clinic. This plan was used to market and present the business to potential buyers resulting in successful sale of the business.
3. Manage an email marketing campaign, includes all elements of the email, web and social media components, including content and writing of emails, for a specialty sales organization.
4. Proposed, negotiated and secured $350,000 in cash financing for a client from a key vendor.
5. Email marketing training for leaders of not for profit organization. Included discussion of email marketing best practices, strategy components, strategies to integrate email and social media marketing, live email creation and editing demo.
6. Proposed, developed, set-up and managed a social media campaign for a California-based chamber of commerce. This included setting up the web resources needed to conduct campaign and producing all video marketing content for campaign.
7. We helped a register tape advertising business which served grocery stores formulate a strategy for developing a new relationship with a specific specialty grocery chain, and then helped them propose, negotiate and close a significant new deal with the eight-store chain.
8. We helped a computer consulting business with a variety of business development needs over a long engagement. Specific projects include create new business plan, create new financial projections, brought in a partner, consulting CFO to help create and improve accounting processes and new financial statements (Income Statement, Statement of cash flows, Balance Sheet), created new revenue and expense projections including planned investments in business.
9. Conducted email marketing program to promote new research-based book on managing professional service organizations, including setting up new email marketing service, creating strategy for emails and social media useage, building contact databases, finalizing and sending all emails.
10. We helped a global distributor of wireless phone and equipment develop a strategy to pursue an exclusive distribution relationship with a global wireless phone manufacturer. This included creating the written proposal, financial projections and writing all correspondence for this proposal.
11. We created powerful, easy-to-use cost models for an advertising business to help it get a clear picture of the costs and pricing for particular clients. These models then calculated profitability-based compensation plans for sales reps.
12. We created, conducted and managed a publicity and communications campaign for a distribution firm. This included reporting and communicating newsworthy developments at the firm, writing news releases and communicating these via an email campaign and web marketing campaign.
13. We created cost models for a locksmith business, to help owner better visualize the costs associated with hiring additional staff and service vehicles and the revenues required to support this growth in capacity. We used these models to plan for expansion of business.
14. We helped a manufacturer’s representative propose, negotiate and secure multiple new representation contracts with name-brand, international manufacturers.
15. We created a new approach to hiring sales representatives which included creating new job descriptions, developing an application, interview and selection process and creating a completely new hiring manual to help hiring manager cover information about the company, industry, job responsibilities, sales territories and quotas, training plan and potential financial rewards for successful sales reps.
16. For a professional services organization, we built a wordpress web site and implemented a search engine optimization program and Google Adwords web advertising program.
17. Created and directed a new email marketing campaign strategy for an engineering firm. Included identifying key messages, developing monthly emails for all targeted groups, writing content, maintaining tracking calendar, and cataloging monthly campaign results.
18. For an interior design firm, we developed a business strategy to expand its production capabilities and project revenue needs and costs for this increase in production capacity.
19. We created from the ground up a new educational tutoring service targeting children with dyslexia. This included developing all marketing material (brochure, bios of key individuals, web site, services outline, pricing packages, etc.) and working with the principals to stay on deadline in the development process.
20. We built a web site for a specialty distribution firm.
21. We designed, developed and printed an annual report for an engineering firm.
22. We collaborated with the principal of a specialty spirits manufacturing company develop a presentation to potential investors.