Client Stories
Sales & Marketing:
Campbell Wealth Management
“Jill Stelfox is a wonderful, dynamic and energetic person. I have had so much fun having her as a friend and business associate. She truly thinks outside of the box.”
—Kelly Campbell, CEO / Wealth Manager of Campbell Wealth Management
Campbell Wealth Management is a successful and well established wealth management company. It has a larger than 98% customer retention in the worst economic times in decades because of its amazing financial insight and customer service. Accession Point came on board to help its staff develop and execute a marketing plan to attract new customers. In six months time, we were able to right size the marketing spending, implement some new ideas and help the firm bring on board new employees.
Gnoso
Gnoso grows start up companies. The company was started by a successful entrepreneur who loves to create products, believing in three things: imagination, function and beauty. Accession Point came on board to help Gnoso with an acquisition that they wanted to acquire. By the end of six months, in addition to successfully handling the acquisition, we were about to help transform the sales and marketing of one of the Gnoso companies, NCover. NCover’s monthly recurring revenue grew 160%.
Organizational Change
Reston Limousine
“Jill Stelfox is one of the smartest people I know. She has an incredible mind for business! She always has timely suggestions that when implemented, increase my bottom line. I would recommend her as a business coach or consultant to any industry!”
—Kristina Bouweiri, CEO Reston Limousine
Reston Limousine is the largest private transportation company in the Washington DC Metro Area. The company has an amazing history of success, and a deep belief in customer service. Accession Point was asked to review the transportation company’s financial statements, and look for efficiencies. We were able to identify some key areas to track and improve, leading to an immediate, direct impact to the company’s bottom line.
Venture Capital Management
4FrontSecurity
“Jill has been a great advisor to me in matters of finance, business development, and venture capital. Jill’s expertise and practical experience enables her to cut through to the key elements of business that matter.”
—Chris Parker, CEO 4FrontSecurity
4FrontSecurity was a leading SOX compliance solution that was acquired by Symantec. Accession Point was involved with the company from the early stages of helping to raise money through to the final sale of the company. Often the founders of the company have amazing product ideas, but have never raised money or dealt with venture capital before— a world we know well— we were able to help make the two founders very wealthy.
