Profit Surge Review
Case Study: Kristy
How Kristy Scaled Her Fractional CFO Firm to $180,000/Year with Profit Surge Group
Kristy Barber
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
Kristy was a part-time tax professional earning $45,000 annually, juggling client work with limited growth prospects. She wanted to offer fractional CFO services but struggled with marketing and pricing strategies.
By joining Profit Surge Group, Kristy gained access to their comprehensive coaching, community support, and tools, enabling her to build a thriving fractional CFO business focused on hospitality businesses.
Process & Strategy
Process & Strategy
Kristy used Profit Surge’s offer templates to design a fractional CFO package tailored to hospitality businesses, her chosen niche.
Step 2: Optimize Pricing Strategy
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.
Step 3: Generate Consistent Leads
Using Profit Surge’s Buzz tool, Kristy built a referral system generating 7+ warm leads monthly, landing three new clients at $3,500/month each.
Results
Increased annual revenue from $45,000 to $180,000 in 14 months.
Secured three hospitality clients, each paying $3,500/month.
Raised existing client fees by 55%, adding $85,000 in revenue.
Established a referral system generating 7+ warm leads monthly.
Built confidence and expertise as a fractional CFO in the hospitality niche.
Ready to Scale Your Fractional CFO Firm Like Kristy?
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Peter
Language Coach
“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."
Jose
Sports Management Coaching
"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"
Rick
Business Coaching
“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.
Barry
Finance Consultant
"With Conversionly, unlike our experiences with other marketing agencies where we saw little to no ROI and sometimes even lost our investment, we achieved an immediate ROI. We made $17,000 on only $1,700 ad spend within just three weeks. That's a 1:10 ROI.. We used to worry about finding leads, but that is no longer a challenge since we have so many people ringing our phones. It's like upgrading from a Ford Pinto to Cadillac quality."
Neha
Staffing/Recruiting Coach
"The next day after ads went live I was bombarded with a bunch of messages from new leads, one after the other. I was like, ‘what is going on!?’. We were not prepared to receive that many people through our pipeline, which is a good problem to have. They set the expectations right and actually overdelivered. The coaching calls are super helpful and the support they offered was great. I wish I had invested in this before, so don’t be me! Working with Conversionly has been one of the best decisions I’ve taken in my business."
Don
Financial Services
"After starting using Conversionly, we started seeing 5-7 leads every day, and the volume hasn’t slowed down since. This influx of leads is remarkable, especially considering our minimal ad spend. Our pipeline is now 10 times what it was prior to Conversionly, and now we need to hire more people than we initially planned. We're pleasantly overwhelmed!"
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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
Before working with Conversionly, Nate struggled to scale his offer through Meta Ads. With no structure or confidence, he wasn’t sure if he could make his ads work. After completing Conversionly’s Lead to Close training and receiving one-on-one coaching, he started averaging 5 sign-ups per week, each worth $20K. Now, he’s increasing ad spend to hit 10 weekly sign-ups. His only regret? Not working with Conversionly sooner.
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
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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.
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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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