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Stories of Success

Empowering Success: The Endurance Group in Action

Welcome to The Endurance Group’s Case Studies and Testimonials page, where we highlight the success stories and transformative impact of our services across diverse sectors.

Our commitment to leveraging cutting-edge technology and our 20+ years of experience to drive success for our clients is evident in the stories of growth, expansion, and engagement we’ve facilitated.

Unveiling Triumphs: Stories of Success with Endurance Group

B2B Sales and Marketing Solutions

Accelerating Edify Software’s Growth in the US Education Market

Challenge
Edify Software Consulting, founded in 2010 by Federico Hess and Jennifer Beals, had successfully grown through referrals but lacked a consistent sales pipeline to expand further into the US education market. By 2017, they needed a partner to accelerate business development and secure new clients, particularly in the education software and publishing sectors.

Solution
The Endurance Group (TEG) provided Edify with a multi-faceted approach, including lead generation, content creation, and market analysis. TEG implemented a new CRM system, developed marketing collateral, and executed targeted outreach campaigns. They also created a case study library to highlight Edify’s unique value proposition and conducted in-depth market analysis to help Edify better understand its competitive landscape and refine its growth strategy.

Outcomes
TEG’s efforts led to numerous high-level meetings, resulting in long-term client relationships worth hundreds of thousands of dollars. The content creation initiatives increased digital engagement and client satisfaction, while the market analysis provided critical insights that continue to inform Edify’s strategic planning. Edify has since grown to 60 full-time employees and remains a strong player in the US education market.

Testimonial
“Over the course of several years, our work with The Endurance Group has been instrumental in gaining valuable insights about our market space and establishing connections with the right individuals and organizations, ultimately leading to new long-term client relationships.”
— Federico Hess, Partner & CEO of Edify Software

Expanding Influence for Huron in Higher Education

Challenge
Ben Chrischelles, leveraging his extensive networks through Teach For America (TFA), Kellogg, and Beloit College, sought to connect with Deans and Provosts within Higher Education to expand his professional influence and build authentic relationships. However, reaching such high-level academic professionals posed a challenge, requiring a strategic approach to secure meaningful interactions.

Solution
The Endurance Group (TEG) collaborated with Ben to design a targeted relationship expansion campaign, aimed at connecting him with academic leaders who shared similar backgrounds or networks. TEG’s approach involved a deep dive into Ben’s networks, identifying key prospects within the higher education sector who would resonate with his background and expertise.

In just one month, TEG successfully set up Ben’s outreach account and initiated contact with key academic figures, resulting in five scheduled meetings with Deans and Provosts. These meetings provided Ben with the opportunity to establish himself as a known entity in the academic world, creating the foundation for future collaborations and influence within the higher education sector.

Future
With the ongoing success of these outreach efforts, Ben continues to work with The Endurance Group to further expand his network within higher education. TEG remains committed to supporting Ben’s long-term goals by refining and enhancing the outreach strategy, ensuring continuous growth and relationship-building in this critical sector.

Testimonial
Ben Chrischelles shared his experience with The Endurance Group:

“TEG’s relationship expansion campaigns are well-named. By connecting with prospects who you share backgrounds with, you are able to develop authentic connections and become a known entity. You build your brand and network among individuals who may look to you in the near future for your perspective or when they have business needs aligned to your areas of expertise.”

Streamlining Sales: Realty One’s HubSpot Success with The Endurance Group

Challenge

Realty One faced a common yet significant challenge: their sales team was struggling with multiple disconnected systems, leading to inefficiencies, data silos, and inconsistent adoption of their existing CRM. This fragmented approach not only wasted time but also made it difficult to track progress and gain actionable insights into their sales pipeline.

Solution

The Endurance Group (TEG) partnered with Realty One to implement HubSpot as their single, unified CRM platform. The project included:

  • Seamless Data Migration: TEG transferred all data from Realty One’s former CRM into HubSpot, ensuring a smooth transition with no data loss or disruption.

  • Workflow Optimization: Custom workflows were set up to streamline key sales and marketing processes, significantly improving efficiency and reducing manual effort.

  • Custom Reports and Dashboards: TEG built tailored reporting solutions, providing Realty One with clear, actionable insights into their sales performance and pipeline.

  • LinkedIn Outreach Integration: A new LinkedIn outreach strategy was implemented, enhancing Realty One’s ability to prospect and engage with leads effectively.

By centralizing their systems and creating a user-friendly, data-driven environment, TEG empowered Realty One’s sales team to work smarter and faster.

Future

Realty One now fully leverages HubSpot to manage their sales operations, and the results have been transformative. With streamlined workflows, improved data visibility, and new tools for prospecting, their sales team is more productive than ever. TEG continues to collaborate with Realty One on optimizing their CRM and exploring new opportunities for growth.

Testimonial

“Working with The Endurance Group on our HubSpot implementation was absolutely amazing! They seamlessly transferred all our data from the former CRM and set up super-efficient workflows that have saved us a ton of time. The custom reports and dashboards they created give us such clear insights into our data, it’s really helping us make smarter decisions. They introduced a new LinkedIn outreach solution that has been a fantastic addition to our prospecting strategy. TEG totally exceeded our expectations—seriously, we highly recommend them!”

Sevag Sarkissian, VP of Growth Marketing

For more information on how The Endurance Group can help your business achieve CRM success, book a meeting with Conor Sullivan today.

AI Implementation

Developing an AI for Personalized Marketing Content at Market Savvy

Challenge Market Savvy, a leader in providing marketing solutions to the healthcare industry, faced the challenge of helping clients create highly personalized marketing content that also adhered to strict medical codes of ethics. Megan Walker, the founder, sought an AI-driven solution that could address this complex need while also enhancing the overall efficiency of their services.

Solution The Endurance Group (TEG) collaborated with Market Savvy to build a custom AI designed specifically for creating personalized marketing content. This AI ensured that all generated content was not only tailored to each client’s unique needs but also fully compliant with the stringent ethical standards of the medical field. Some of the specific abilities of this AI included:

  • Creating Month-Long Social Media Calendars: The AI could automatically generate and organize highly personalized content for a Market Savvy client for an entire month.

  • Writing Blogs: The AI was capable of producing well-researched, engaging blog posts that were tailored to the specific interests and needs of Market Savvy’s clients’ audiences.

  • Developing Ebooks: The AI could write ebooks for Market Savvy clients to offer their prospects.

In addition to delivering this advanced technological solution, TEG provided crucial support as Market Savvy navigated various business models and pricing strategies, helping to refine their approach and maximize value for their clients.

Future Following the successful implementation of this AI, Market Savvy continues to work with The Endurance Group to explore additional ways to integrate AI into their services, further enhancing their ability to deliver exceptional results for their clients.

Testimonial Megan Walker, Founder of Market Savvy, shared her experience:

“[TEG] has helped us create a high-powered, unique and time-saving tool for our health and medical clients worldwide…With HealthPost Genius, practices can create a month’s worth of compliant social media posts in minutes – freeing them up to work with patients and clients while streamlining their marketing. We appreciate Conor’s [TEG’s] dedication and patience helping us create this amazing product.”

Creating a Tax Expert CPA AI for Benchmark IQ

Challenge

Michael Gazzano, CEO of Benchmark Human Capital, envisioned creating an AI that could serve as the “tax guy” down the hall—a CPA that knows every tax code. However, he was particularly concerned about the AI’s accuracy, as making up tax laws would be detrimental.

Solution

The Endurance Group (TEG) developed an AI that comprehensively understood every tax code and was programmed to answer questions for Benchmark’s team regarding various client situations. The AI was designed to provide accurate and reliable information, ensuring it did not hallucinate or fabricate tax laws. Some of the specific queries it handled included:

  • 1031 Exchange: How to execute a 1031 exchange from a commercial property to a residential development.

  • Capital Gains Tax: Advising on the tax implications for a client who sold their primary home in 2023. The property was purchased in 2020 for $300,000 and sold for $500,000. The client made $50,000 in capital improvements and incurred $20,000 in selling expenses. The AI provided guidance on calculating the capital gains tax, accounting for depreciation recapture, and identifying potential deductions or credits applicable in this situation.

  • Depreciation and Deductions: Under what circumstances an RV or trailer is depreciable or deductible as a second home.

The AI consistently provided accurate answers, meeting Benchmark’s high standards for reliability and precision.

Future

TEG and Benchmark continue to collaborate on new AI solutions. They are currently developing a tax resolution AI for customers to use when they owe money on unpaid taxes. This ongoing partnership aims to further enhance Benchmark’s service offerings and operational efficiency.

Testimonial

Michael Gazzano, CEO of Benchmark Human Capital, shared his experience:

“The Endurance Group was instrumental in helping me create an AI that knows the US tax code inside and out, providing an invaluable reference tool for tax professionals. They also offered insightful business advice on how to scale our AI solution effectively. Thanks to TEG, we now have a powerful tool that enhances our service offerings and a clear strategy for growth. I highly recommend The Endurance Group for their exceptional technical and business acumen.”

For more information on how The Endurance Group can help your business, consider booking a meeting using this link: Book a Meeting with Conor Sullivan.

Streamlining Grants: United Way's AI Success with The Endurance Group

Challenge

The United Way of Western Connecticut faced a significant challenge in managing their grant application process. With limited time and resources, their team struggled to keep up with the growing number of grant opportunities while ensuring each application was tailored, accurate, and impactful. They needed a solution to streamline the process and increase efficiency.

Solution

The Endurance Group (TEG) partnered with the United Way of Western Connecticut to develop a custom AI designed specifically to assist with grant applications. This innovative solution included:

  • Automated Grant Research: The AI identified relevant grant opportunities by analyzing databases and matching them with the United Way’s mission and programs.

  • Streamlined Application Drafting: The AI drafted application responses based on the United Way’s existing materials, significantly reducing the time required to prepare submissions.

  • Personalized Refinements: The AI ensured each application was tailored to meet the specific requirements of each grant, enhancing the quality and competitiveness of submissions.

This cutting-edge tool transformed their grant application process, allowing the United Way to focus more on their mission while pursuing more funding opportunities than ever before.

Future

With the success of the grant application AI, the United Way of Western Connecticut is exploring additional ways to leverage AI to enhance operational efficiency and impact. TEG remains a trusted partner, providing ongoing support and insights to maximize the AI’s potential.

Testimonial

“The Endurance Group helped us create an AI that allowed us to apply for grants much more efficiently than before. Their expertise and innovative approach have streamlined our grant application, saving us invaluable time and resources. I highly recommend The Endurance Group to any nonprofit seeking AI solutions for grant applications or other needs.”
— Trish Tomlinson, Board Member

Discover how The Endurance Group can help your nonprofit achieve greater efficiency and impact with AI. Book a meeting with Conor Sullivan today.

CUNY CASE STUDY

Recently, we collaborated with CUNY (City University of New York) to enhance their alumni engagement via LinkedIn.

Utilizing our technology and services, the College of Staten Island alumni team secured 30 career mentors within two months. Similarly, the CCNY team garnered 88 responses from targeted alumni in just two weeks!

Learn More

What Our Clients Have to Say

“TEG’s relationship expansion campaigns are well-named. By connecting with prospects who you share backgrounds with, you are able to develop authentic connections and become a known entity. You build your brand and network among individuals who may look to you in the near future for your perspective or when they have business needs aligned to your areas of expertise.“
Ben ChrischillesDirector, Student Lifecycle Solutions, Higher Education
Ben Chrischilles
The Endurance Group's social capital strategy greatly increased my network and helped me identify connections with prospects I did not know I had. They helped me schedule meetings with multiple prospects each week- one of which led to a closed deal with one of our top clients today.
Peter KeoughFounder
Peter Keough
"As Cresset looked to increase their exposure and sales into the North America market we were pleased to work with The Endurance Group due to their location and local knowledge. The Endurance team were quick to learn the Cresset product range and contributed to both our positioning and increased market penetration in North America. I would be happy to work with the Endurance team again when the opportunity arises."
Dr. David Bardsley Commercial Director
Cresset logo
“VividCloud (formerly Here Engineering) is a high technology software development services company that develops cutting edge Cloud and IoT systems and applications. We needed to reach C and VP-level executives with a very technical message. They worked with us to sharpen our outgoing first contact messaging and experimented until our results were strong. TEG found and landed the meeting that turned into our largest client. I recommend TEG without reservation.”
Michael PrevostCEO
Vivid Cloud logo
"The time that Cafeto worked with TEG on the social networks helped us to establish a strategy for each of our audiences and reinforce the engagement with our Cafeto employees. We did weekly reviews and a monthly review to review results and adjust campaigns. I believe it is important to have an expert look at these processes because that is what led us to open new channels, discover new tools, and, of course, generate new leads."
Lina María ArdilaMarketing Specialist
Cafeto logo
"The Endurance Group's strategy of using shared experiences to establish connections and book meetings with prospects has worked incredibly well for FenestraPro. Their efforts have resulted in an average 30% response rate and has started conversations with key firms that we'd been interested in pursuing for years."
David PalmerCEO & Founder
FenestraPro logo
“The foundation of SaltGrid's success has been our domain expertise in the areas of human safety and data analysis. Our growth strategy had previously relied on referrals from industry leaders. The Endurance Group's efforts to expand our business through networking with like-minded health and safety leaders have helped SaltGrid develop new business relationships across the globe.”
Chris AitkenCEO
Chris Aitken
WEconnect Health Management empowers individuals for personal growth, wellness and recovery from mental health and addiction issues. TEG was a critical partner to us as we expanded our footprint into the employer market. Their unique approach of leveraging connections allowed us to quickly connect with individuals that helped us both validate the market for us and grow our revenue. They quickly became a part of our team, and partner in our success.
Mike GardnerChief Financial Advisor
WeConnect logo
"We worked with 5+ individuals at The Endurance Group over the years and all were really great collaborators. Originally we signed with them to help with sales by building our sales pipeline and closing deals, but over time they helped us with case studies, marketing research and marketing plans. TEG is really good at their core competencies, but are also able to think outside the box and try new things that are not necessarily in their comfort zones, but will help the client be successful."
Jennifer BealsDirector & Partner of Client Relations
Jennifer Beals
"Excellent service - very personable and diligent team, who take their time to understand and communicate with us."
Simon WhelanCOO & Founder
FenestraPro logo
"The Endurance Group helped Cafeto to setup our sales efforts. Before them, we didn't have organization. Their sales and marketing initiatives helped our company grow significantly."
Luis PerezCEO
Cafeto logo
Connolly Brothers is a construction management firm with deep roots in our local market. TEG helped us jumpstart a new business development platform as we worked to grow our annual volume and customer base. Their lead generation and business development strategies resulted in measurable connections made and new projects for our firm.
Jay ConnollyPresident
Connolly Brothers logo
Working with Conor to map our cohort connectivity was fun and informative. With the work that they are doing, they go above and beyond technical skills, Connor is a true team player. He walked me through the findings and answered my questions thoroughly. His team was highly organized, detail-oriented, and dependable, ensuring that the report was easy to read and valuable to share with our board.
Janeen BryantExecutive Director
Janeen Bryant
Conor and team were incredibly helpful in utilizing our social network to expand our client base! The team's expertise and insight into how social capital works were so valuable for our company and had a very high return on investment.
Kevin FinnCEO, Mutual Capital Analytics
Kevin Finn
I’ve really appreciated working with TEG the last several months—it’s been insightful, helpful, and professional. I get emails every day offering the same type of LinkedIn marketing, and the commonalities approach TEG uses is one that I think really adds value and improves success. We may have been their first customer that markets exclusively to the federal government, and I would recommend to others.
Brian WenzlerDirector of Business Development
Brian Wenzler
I worked with Nick Ramos and Conor Sullivan here and both were professional, organized and knowledgeable about the work required. They have a unique approach to helping build connections so for those of you who are not skilled or not comfortable with biz development try the Endurance Group.
Mike ThorneChair
Mike Thorne
The Endurance Group has really helped our organization to reach many new individuals and make new connections to help us with fundraising. They have helped us to maximize our use of LinkedIn Sales Navigator. For example, they assisted our campuses in creating target lists of thousands of alumni and helped us craft and send messages to them. The Endurance Group created great opportunities to connect with alumni and many have expressed interest in becoming involved with CUNY. The Endurance Group staff has been highly professional, responsive, patient and knowledgeable. I can recommend them highly as a great organization to work with. Their services have been exemplary.
Kathleen MoneBusiness Manager for University Advancement
Kathleen Mone
I highly recommend The Endurance Group (TEG) for their outstanding social capital campaign services. Our company has been working with them for over a year, and their expertise and dedication have significantly contributed to our business's success.TEG has consistently demonstrated excellent customer service throughout our partnership. They are a reliable and trusted partner; they are responsive and quite proactive.
Nikki BlacksmithCEO
Nikki Blacksmith
Our company partnered with The Endurance Group with a social capital campaign on LinkedIn. It was a test for our company and it was super beneficial working with Conor and Nick. Nick made our experience extremely positive as he was flexible, positive, and worked with our specific needs for our industry & business. We appreciate TEG's professionalism and quick response to find resolutions for our team. Thank you for your time, effort, and partnership.
Alexis ScottBrand Marketing Manager
Alexis Scott
Conor's approach—and that of his company—obviously work because his personal effort to reach out to me on LinkedIn was effective and really stood out from the pack. He obviously had taken the time to see what we have in common and make a genuine connection, rather than simply trying to do business with me. He later gave a complimentary presentation to my law firm about social capital, and customized the content and message for me and for my firm. After seeing so many generic e-mails and LinkedIn messages that come my way, it is refreshing when someone actually takes the time to see what we have in common and how making a genuine connection is a good thing, regardless of whether we end up doing business together.
Tim SansoneLeader of Appellate and Complex Litigation Team
Tim Sansone
Conor and the Team at TEGs support in setting up our campaigns is one of the best I have experienced. Not only did they take the time to really understand our business and goals, they provided us with first hand advice and a strategy that went beyond what others we had presented. I would not hesitate in recommending them and look forward to working with them on future campaigns.
Robert StockleyFounder of Opzer
Robert Stockley
Their approach to reaching new people is very effective and efficient. If you're looking for a "way in" to a large group of targeted people, they'll improve your efficiency.
Jason BenavidezCEO, RREG LLC
ULF had the great pleasure of enlisting in TEG’s services to improve alumni engagement. Connor and Nolan are innovative, thoughtful, and proactive leaders that have helped us shape and optimize our segments that are on LinkedIn in a very intentional campaign. Additionally, we were able to bring several conduits together to align work and problem solve putting us months ahead of future strategic planning components. I highly recommend TEG and their services to tap into your network to grow fundraising opportunities, relationships, and engagement.
Tamira Samuel Co- Executive Director
Urban Leaders Fellowship
I had the pleasure of collaborating with Conor and Nick at The Endurance Group (TEG), and I must say, they continuously exceeded my expectations. Their exceptional customer service, quick turn-around times, and insightful campaign strategies consistently generated valuable leads for our business. Additionally, TEG offers a cutting-edge lead generation solution backed by their platform, providing rich campaign insights and analytics. These resources were instrumental in unlocking optimal performance for our campaigns. I highly recommend TEG to anyone seeking top-notch sales and marketing solutions!
Angela KleinDirector of Sales
HumanQ
I very much enjoyed working with the TEG team. They were professional, responsive, creative, and flexible. I look forward to partnering with them again in the future.
Michael DaehneCEO
FlexPoint
I have worked with Conor and team for over a year and half and to say TEG is good at what they do is an understatement. Conor is very proactive, professional and dedicated to ensuring we get the results we are looking for. They are also up to date on all the latest technology trends constantly trying to evolve and help stay ahead of the curve. I could not recommend them enough for anyone helping to increase their sales lead gen.
Amanda PerkinsCEO
Authentically Ap
The team at TEG was great to work with. I worked most closely with Nick Ramos. He was a great partner, very service oriented, and always seeking to make our interactions both efficient and valuable.
Geoff AmideiSenior Principal
Collective Next
The Endurance Group was instrumental in helping me create an AI that knows the US tax code inside and out, providing an invaluable reference tool for tax professionals. They also offered insightful business advice on how to scale our AI solution effectively. Thanks to TEG, we now have a powerful tool that enhances our service offerings and a clear strategy for growth. I highly recommend The Endurance Group for their exceptional technical and business acumen.
Michael GazzanoCEO, Benchmark Human Capital | Benchmark IQ
Nolan and Conor were a pleasure to work with. Their technology expertise, professional writing skills, and knowledge of various constituents is remarkable. We made great progress, added many new alumni and correct contact information (including those who are potential donors) - value add to our work as alumni and advancement professionals. Bravo! I recommend The Endurance Group very highly and without hesitation.
Cynthia HayesTulane University
"The Endurance Group helped us create an AI that allowed us to apply for grants much more efficiently than before. Their expertise and innovative approach have streamlined our grant application, saving us invaluable time and resources. I highly recommend The Endurance Group to any nonprofit seeking Ai solutions for grant applications or other needs."
Trish TomlinsonBoard Member, United Way of West Central CT
United Way
Working with The Endurance Group on our HubSpot implementation was absolutely amazing! They seamlessly transferred all our data from the former CRM and set up super-efficient workflows that have saved us a ton of time. The custom reports and dashboards they created give us such clear insights into our data, it’s really helping us make smarter decisions. They introduced a new LinkedIn outreach solution that has been a fantastic addition to our prospecting strategy. TEG totally exceeded our expectations—seriously, we highly recommend them!
Sevag SarkissianVice President of Growth Marketing
Realty One Group
Absolutely great to work with!
Trevor HewittManaging Member
Slice House
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