Commercial Claims & M&A Advisory · Miami, FL & National
01 · The "Before" Reality
Vince's lead channels were bringing in low-quality leads, Strategy Call show-up rates were dropping, and outbound prospecting was averaging fewer than 10 calls per day - leaving Vince short of his monthly closing targets while he tried to manage both Elite Resolution claims and his advisory business.
02 · Single Constraint Diagnosis
Low Strategy-Call Attendance & Sub-10/Day Outbound Call Volume capping front-end sales, followed in Sprint 6 by Consolidated Expense Visibility (separating January-March expenses from Elite Resolution into the Master Business Plan [MBP] to cut bloated software subscriptions).
As recorded on the Sprint 5/6 Scorecard: "Our lead generation sources are producing low-quality leads, Strategy Call attendance rates are low, and we're falling short of our closing targets." Cole Kline and Milena focused first on increasing qualified outbound volume and pre-call confirmation touches before every Strategy Call, backed by a fixed every-Thursday calendar and CRM inspection habit.
03 · What Was Built in the Sprints
Mapped the Lead Generation, SDR Outbound & Strategy Call Sales Workflow (Sprint 1), built the Pre-Call Confirmation & Outbound Prospecting Playbooks (Sprint 2), and launched Weekly Department Scorecards (Sprint 4) + Thursday Inspection Habits (Sprint 5) managed by Operations Manager Milena Mel.
04 · Real Rollout Friction & Course-Correction
As Cole noted during onboarding, at Day 7 team members can easily get pulled into administrative weeds instead of shipping the core workflow map by Day 14. Cole and Milena course-corrected at the Day 7 check-in (2026/06/26), locked in the Sprint 1-4 deliverables on schedule, and then tackled the messy financial overlap between Vince's entities in Sprint 6 (Master Business Plan).
05 · Before vs. After Operational Shift
| Operational Dimension | Before EdgeOS | After EdgeOS Install |
|---|---|---|
| Owner Involvement | Vince was flying blind on why Strategy Call closes were lagging and how much software bloat was hiding across entities. | Milena runs every-Thursday CRM/calendar inspections and coordinates the monthly Master Business Plan (MBP) financial close. |
| Workflow Execution | Unstructured lead follow-up; <10 outbound calls/day; expenses commingled across Elite Resolution. | Full Lead-to-Strategy-Call Playbooks, Role Library, Weekly Scorecards, and MBP Financial Reporting. |
| Visibility & Cadence | No clear monthly cutoff for financial reconciliation or subscription audits. | accounting specialist sends docs by the 15th of each month, Finance Lead populates the MBP by the 20th, producing immediate action to cut redundant subscription expenses. |
06 · In Their Own Words
"If you have volume, then you have opportunity to get more clients because it's more leads, more opportunities to pitch, more opportunities to sign... Current main constraint: Our lead generation sources are producing low-quality leads, Strategy Call attendance rates are low, and we're falling short of our closing targets... First action from MBP financial reporting: reduce the subscriptions expenses."
Additional Sprint Workstream 01
