Profit Surge Review
Case Study: Rick
How Rick Sanchez Skyrocketed Robin Consulting Group to $90K/Month in Recurring Revenue
Rick Sanchez
Technology CFO
Rick Sanchez, a former corporate CFO, launched Robin Consulting Group to serve tech and SaaS businesses. After joining Profit Surge Group, he streamlined his offer, launched paid ads, and nailed his messaging. In 90 days, he grew from $10K to $35K/month and is now tracking toward $90K/month. He cut his hours in half, built scalable systems, and added over $120K in annual contract value.
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Profit Surge Review Case Study:
How Rick Sanchez Skyrocketed Robin Consulting Group to $90K/Month in Recurring Revenue
Background
Rick Sanchez, a former full-time CFO, spent years climbing the corporate ladder as an analyst, FP&A manager, and revenue manager before stepping into the C-suite. Frustrated by seeing mismanaged funds and wanting to capture more equity for himself, Rick left corporate America to start Robin Consulting Group.
Two years ago, he launched his fractional CFO firm, focusing on analytics and financial modeling to help small to medium-sized businesses, particularly tech and SaaS companies, optimize their financial performance.
You will have access to industry best practices, key performance indicators, and marketing benchmarks to compare to.
After we launch your marketing campaigns, the work doesn’t stop there. We work with you to analyze the data and continue to optimize for peak performance
Process & Strategy
We worked with Rick to transform his "sloppy white-glove services" into a concise, high-value fractional CFO package tailored to tech and SaaS CEOs. By addressing their specific pain points—like cash flow and financial clarity—we created an irresistible offer.
Using Profit Surge’s coaching, Rick mastered paid advertising and developed messaging that resonated with his ideal clients. This led to more "sales at-bats," increasing his close rate and adding $120K-$200K in contract value annually.
Rick leveraged the Profit Surge Community to collaborate with other fractional CFOs, gaining insights and frameworks to refine his approach. This synergy helped him focus on high-impact strategies and avoid cookie-cutter services.
Results
3.5X Revenue Growth
From $10K/month to $35K/month in revenue within 90 days, with projections to hit $90K/month in recurring revenue.
Reduced Work Hours
Cut work hours from 60-70 hours/week to 40 hours/week by delegating tasks and focusing on high-impact activities.
Scalable Systems
Implemented upfront implementation packages and streamlined processes, reducing workload and increasing profitability.
Hear The Results From Our Clients
Over the years, Profit Surge has worked with over 700+ clients. Here are a few of their stories.
EARNINGS & INCOME DISCLAIMER:
All testimonials on this page are from real clients. The results shown are averages and do not guarantee similar outcomes. Case studies show average or above-average results, not guarantees. Individual results vary due to factors like effort, business dynamics, and market conditions.
Rick
Fractional CFO
“Profit Surge did all I needed from building ads to getting more leads and sales calls, all on autopilot. Only in January, we got $19,000 in sales out of $1,700 ad spend. That is 11:1 ROAS! Bottom line, it’s been perfect timing because now I have the free time I wanted while still getting a consistent flow or leads and clients."
Caryn
Bookkeeping & Fractional CFO Services
"We're averaging about 8 to 10 qualified appointments daily. Conversionly made my life a lot easier. They automated what I was doing manually, and that helped my business tremendously. This process was a goldmine for us"
Carine
Fractional CFO | Financial Services
“It wasn't until they took a look into our system and really doctored it up, that we were able to go to the next level. We've had 45 bookings in a single day, and over 700 bookings in a single month. Our calendars are FULL.
Ashlee
Bookkeeping & Fractional CFO | Construction Industry
“I went from under $10K/month to a $30K month in less than 90 days. I retired my husband, started building our dream home, and bought life-changing medical equipment for my kids. One of my clients even grew from $100K to $275K/month just by fixing pricing with my help. This program didn’t just grow my business—it changed my life and gave me confidence I never had before.”
Kristy
ERP & Advisory-Focused Fractional CFO
“With hands-on support from Profit Surge Group & Charles Leikauf, I finally built an offer I believed in—and everything changed almost overnight. I started booking 4–5 sales calls a week, closed high-value clients, and now I’m doing work I actually love. After years of feeling stuck with scattered services, I finally have the clarity, confidence, and momentum to build the firm I always wanted.”
Kate
CPA & Fractional CFO for Therapy Practices
“After working alongside Profit Surge Group, I raised my prices, booked better clients, and increased my revenue by 50%—before even launching my full CFO offer. Now I have a clear path to double my income, and I’m attracting high-value clients who actually want what I love to deliver. I finally feel like the CEO of my business, not just a service provider.”
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Samantha
Founder, Guide CFO
“Just five weeks into the program, I signed my first $3,500/month CFO client and uncovered over $250K in lost revenue for them. I never thought I’d be doing this so quickly—leaving corporate, building my own business, and finally owning my value.”
Chad
Fractional CFO for Blue-Collar Trades
“Within weeks of launching my fractional CFO offer, I signed my first $5K client and the process felt natural instead of like a sales pitch. The plan we built together gave me so much confidence that I didn’t have to “sell” at all, just explain how I could help. I wish I had done this sooner.”
Kathryn
Fractional CFO & Bookkeeper for Entrepreneurs
"Within weeks of starting the program, I had the clarity and structure my business was missing. That shift alone added $4,000 a month to my income—without taking on more clients. I’m no longer guessing my way through—I have a proven plan."
Jake
Marketing for Realtors
Jake, a marketer for realtors, had leads coming in but was losing revenue due to low-quality appointments and no-shows. Conversionly rebuilt his backend, integrated automation with human follow-up, and implemented proven funnel structures. The result? A system that’s still running five years later and has driven over $30 million in revenue. Jake now runs a streamlined, scalable operation without the backend headaches.
Cheri
Chiropractor
Cheri, in the medical industry, needed a scalable lead gen and sales system after rebranding. In just 30 days, Conversionly’s strategy generated 295 leads, 41 appointments, and 4 closed deals—bringing in $144K in revenue from just $3,183 in ad spend (a 45X ROI). The success was so overwhelming that she had to pause her ads to hire more staff. This case study showcases the power of an optimized Lead-to-Close Engine for rapid business growth.
Nate
Business Consultant
Joshua, a real estate investor, struggled with inconsistent lead generation and unqualified appointments, limiting his business growth. After implementing Conversionly’s Lead-to-Close system, he scaled from 10 to 50+ qualified appointments per week. With targeted advertising, automated lead nurturing, and a streamlined booking process, Joshua now attracts high-quality leads consistently
Start Booking More Qualified Calls Now and say goodbye to empty slots
Chris
Mortgage Expert
Chris, a mortgage professional, struggled with inconsistent leads and manual follow-ups. By implementing Conversionly’s automated lead generation and booking system, he generated 254 leads and 106 appointments in just 30 days with only $718 in ad spend. Using targeted ads, automated follow-ups, and a streamlined booking process, Chris now has a predictable, scalable system that keeps his calendar full of qualified home buyers on autopilot.
Wayne
Lead Gen Agency
Wayne, a lead generation agency owner, struggled with inconsistent leads and disappointing marketing agencies. Within 7 days of launching his new offer, he secured 11 appointments with a 60% show-up rate. After 30 days, he had 192 leads, 73 quality appointments, and four new sales. Conversionly’s refined offer, ad strategy, and follow-up automation helped Wayne build a predictable, scalable system, positioning his agency for long-term success.
Scott
Consultant For NonprofitsA
Scott, a consultant for business owners and nonprofits, struggled to attract qualified, paying clients. Using Conversionly’s proven ad strategy and automated funnel system, he generated 243 leads in just 30 days at a cost of $24.60 per lead. The campaign delivered a steady flow of high-quality appointments, helping Scott engage the right prospects and scale his consulting business with more predictability and less time wasted on unqualified leads.
Get Your Calendar Packed with High-Quality Appointments Today!
Patrick
Landscape Lighting Systems
Patrick, a landscape lighting expert, struggled with inconsistent leads and weak follow-up. After partnering with Conversionly, he implemented a proven lead generation and follow-up system, generating 67 leads and 16 booked clients. With better automation and structured communication, his booking rate improved significantly, giving him a scalable way to grow his business.
Darren
Real Estate Firm
"In the first month alone, we made $800k from spending just $1700 on ads. Their advice on improving our ads and choosing who to target helped us grow in every way. Even after being in business for 20 years, this boost really took us to the next level. We did not expect the flood of leads and appointments!"
Dr. Hazimi
Chiropractor
“The way that Zach and his team are personable, take their time with you, and don’t just put you through the system has been phenomenal for us. Our weekly patient visits have grown by 40 visits per week.”
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All results stated above are not typical, we are not implying you’ll duplicate them (or do anything for that matter). Any of our strategies and case studies are only estimates of what is possible. There is no assurance you’ll do as well or even close to as well as we have done or other clients. Results are based on many factors including luck, hard work, effort and years of hard work. We have no way of knowing how well you will do, as we do not know you, your background, your business model, or your work ethic etc. Therefore, we do not guarantee or imply that you will get better results or earn more money, that you will do as well, especially if the techniques are never implemented. If you rely upon our figures; you must accept the risk of not doing as well as we are a large established business developer over many years of research and work.
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