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.

Become Our Next Success Story Today!

Get proven marketing and sales systems, work with a reliable team and finally achieve your growth goals with a marketing team that guarantees results!

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.

CFO MASTERY

SUBMIT YOUR QUESTIONS BELOW

Date Submitted *

First Name *

Last Name *

Email *

Phone *

What week of CFO Mastery are you currently on? *

Did you complete this week’s assigned module/homework? *

If no, what prevented you from completing it?

What 1-3 insights or skills did you gain from this week’s material? *

What obstacles or roads did you encounter while applying this weeks lesson? *

What’s your biggest win-financial or strategic - since last check-in? *

Do you have a specific question you’d like to address on the group call? *

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.”

IMPORTANT: Earnings and Legal Disclaimers

This site is not part of, or endorsed by, Facebook, Google, Snapchat, Twitter or any social media platform in any way.

All product names, logos, and brands are property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.

FACEBOOK is a trademark of FACEBOOK, Inc. YOUTUBE and GOOGLE are trademarks of GOOGLE, LLC. SNAPCHAT is a trademark of SNAP, Inc. TWITTER is a trademark of TWITTER, Inc.

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.

All products and services are for educational and informational purposes only. Use caution and seek the advice of qualified professionals. Check with your attorney, accountant or professional advisor, before acting on this or any information and ensure you are within all advertising and legal regulations. If advice concerning legal or related matters is needed, the services of a fully qualified professional should be sought out before any action is taken. All information, products, and services are not intended for use as a source of legal or accounting advice. You should be aware of any laws which govern business transactions or other business practices in your country and state as they can differ greatly.

The Information on this website and provided from or through this website is general in nature and is not specific to you the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this video without undertaking independent due diligence and consultation with a professional broker or financial advisory. You understand that you are using any and all Information available on or through this video at your own risk.