Upsist Inc.

Upsist Inc. was hired by a digital marketing agency to increase their top-line revenue by taking over their back-office tasks. The goal was to free the agency's team from administrative tasks that were not directly generating income. Upsist took full control of the agency's inbound and outbound lead processes, consistently updating and qualifying the sales pipeline within the ACGROW CRM. They were also responsible for data entry, tracking leads, updating opportunity stages, logging communications, and generating automated sales pipeline health reports.

Upsist was also tasked with managing the agency's daily email, calendar scheduling, and organizing all meetings and appointments with prospects and clients. In addition, they were in charge of content creation and social media marketing efforts, generating content ideas, drafting engaging social media posts, and scheduling them for optimal reach. The agency had such confidence in Upsist's work that they trusted them to provide these services to their own clients.

Finally, Upsist used their internal systems to manage all sales-related projects, coordinating the agency's team activities and escalating support tickets. This resulted in a clear, organized project workflow that ensured nothing was overlooked. The agency's dedicated VA from Upsist became an essential part of their team. The project, which started in the second half of 2024, is still ongoing, highlighting the agency's satisfaction with Upsist's services.