Sell It: Holistic Client Experience and Enhanced Productivity with Profi

About Client 

Sell It is the premier entrepreneurial ecosystem for sales professionals, established by Ryan Serhant, the founder of the world's most followed real estate brand. This ecosystem helps its members master the sales cycle, access an extensive knowledge base with numerous templates and guides, and much more. Sell It spans 128 countries, aiding over 30,000 business owners, real estate agents, and independents in accelerating business growth.

The Challenge

Lack of personalized experience

Sell It strove to create a holistic experience for all clients and simplify the workflow for their practitioners. But Sell It faced fragmentation in client, practitioner, and admin experiences, leading to challenges with scheduling recurring sessions and setting up automated client billing.

This fragmentation motivated Sell It to find an end-to-end service delivery platform to consolidate all workflows while ensuring a user-friendly UI/UX for admins, practitioners, and clients.

Scalability gap

Sell It adopts a meticulous strategy in coaching real estate agents, striving to add a personal touch for each client. This is why Sell It initially opted for one-on-one sessions. However, they soon discovered that such a service model isn't scalable enough. To foster business growth and broaden its coaching offerings without compromising quality, the client first acknowledged the necessity of tackling operational hurdles.

Efficiency shortfalls

An in-house time audit showed Sell It's contractors were bogged down with admin work, making it hard to focus on tasks that drive business growth. Sell It noticed that much of their time was spent handling billing and managing client requests.

Although Sell It had a large team, the lack of digital processes prevented their specialists from performing as well as expected. This inefficiency resulted in higher labor costs for Sell It, a lower ROI, and frustration among contractors and clients.

Solution

High-touch and personalized experience

Integrating Profi end-to-end service delivery platform has helped Sell It to elevate the client journey, offering more seamless access to support. Clients can now immediately get what they need without contacting a specific practitioner to schedule or sync calendars for sessions. This approach ensures clients feel valued and reduces wait times, making the process less dependent on the coach's and admin’s immediate availability. 

Smooth team management

The Sell It team needed a way to handle their expanding roster of practitioners and easily keep track of upcoming and past sessions. Quick access to this information was key for addressing issues swiftly and staying up-to-date on session details. Profi provided an intuitive interface that lets admins easily sift through session information. Now, they can filter sessions by date, session name, host name, or client name, greatly boosting their efficiency.

Advanced client performance analytics

One major hurdle for Sell It was their limited ability to delve into reporting details. Profi's reporting feature allows Sell It to quickly access accurate client performance and activities data, paving the way for outcome analysis and data-driven decision-making. With these insights, Sell It can now address any issues clients may have with training effectiveness, clearly seeing the direct correlation between success and session attendance frequency.

Better resource accessibility

Sell It was bandied together with Thinkific for its educational content and had a different billing system, aiming to make things more integrated through single sign-on. Profi became the go-to secure spot for hosting resources like content, videos, and documents, making it easier for clients to get what they need. With the Profi end-to-end coaching platform, Sell It can offer personalized portals, solving the problem of scattered resources and simplifying the search process for both clients and practitioners.

The Outcome

Throughout their collaborative journey, Sell It and Profi realized remarkable achievements, including:

  • An increase in client engagement 
  • Enhanced precision in performance analytics
  • Decrease in overhead for practitioners and admins
  • Strengthened loyalty among clientele
  • Elevated efficiency in coaching service delivery
  • Minimized dropouts and no-shows
  • Diminished occurrences of internal discord

These advancements underscore the effectiveness of Profi end-to-end coaching platform in facilitating a more cohesive, productive, and cost-efficient coaching environment.

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