The Whetstone Group, Inc. -- Client Testimonials

Our clients are why we're here. So we take their praise
and suggestions very seriously. Below are a few
samples of what satisfied clients are saying about
The Whetstone Group:

"Our team has been working with The Whetstone
Group on lead generation campaigns for about
a year and a half, and the new business revenue
these campaigns have generated is roughly ten
times the calling fees. We are very happy with
Whetstone's level of service and the return on our
investment!"
- Eric Miles, CPA, Partner, Moss Adams

"Whetstone has provided us with valuable tools that will help us implement our marketing plan and keep our marketing activities consistent. Whetstone meets with our firm and our growth teams on a quarterly basis, and these meetings are helping drive our success in business development. We tend to get so busy with client service that, without Whetstone, our marketing implementation wouldn't be as effective."
- Marc Blumenthal, CPA, Partner, Sax Macy Fromm & Co., Clifton, New Jersey

"While working for a regional CPA firm, I had the privilege to work with The Whetstone Group on a number of initiatives. A particularly critical issue for the firm was defining our overall sales process and improving on our procedures for generating effective proposals. Within a relatively short timeframe, Lisa Rhatigan and Carrie Steffen spear-headed the project which provided us with not only customized solution- and benefits-oriented text, but also provided an overall process that allowed us to more efficiently produce a persuasive document. Based on their customized approach to training, in the end, we were able to reduce turnaround time as well as reduce the overall proposal preparation time for all involved - marketing, partners, and staff." - Charlotte Prom, Marketing Manager-Wisconsin, Grant Thornton LLP

"We're starting to talk TO prospects that, up until now, we've just talked ABOUT. We're running ahead of our revenue goal so far this year and we attribute at least some of that to our work with Whetstone." - Steve Titzer, President, Harding, Shymanski & Company, P.C

"We were extremely pleased with the execution of our campaign. It was very efficient and your communication was much appreciated. It appears that your telephone lead generation team operated in a very professional manner. One prospect kept referring to your team members as if we knew them personally, as if they were a natural extension of our firm. That is exactly the kind of approach we were hoping to have. Now it's our turn to take the ball and run with it. Thanks again for your efforts! We'll look forward to working together again soon." - Mallory Taylor, CPA and Partner, JPMS Cox PLLC, Little Rock, AR

"In the one-hour webinar with Whetstone, the information provided turned our whole marketing perspective around. By concentrating on what's most important - our clients - we are able to increase our cross-selling initiatives and turn satisfied clients into loyal clients. We are already seeing results!" - Bonnie Zappacosta, Marketing Coordinator, Bartlett, Pringle & Wolf LLP, Santa Barbara, CA

"We were able to use real-life firm examples in this training and get our management team on the same page regarding important and timely marketing matters. I am already using Whetstone's strategies to get more in-depth answers when I talk to clients. And we're in the process of implementing Whetstone's long-term client service approach into the farbic of our firm." - Stephen C. Smith, Principle, Holbrook & Manter, Columbus, OH

"Regardless of the number of appointments set, the campaigns have been successful because Whetstone gets through to the right people." - Alice Sloan, Director of Business Development, Grant Thornton, Boston Office

"The Whetstone Group has really helped us focus on our business strategy and build a growth plan that supports it. Using their Growth Planning Process we've specifically defined our target markets in a way we never have before. We've also focused on our core processes and product as opposed to bouncing from one thing to another. The Whetstone Group is also helping us implement our plan so we're pursuing growth rather than waiting for growth to happen." - David M. Garza, CEO & President, Trinity Millennium Group, Inc.

"Whetstone did a fabulous job setting up all of this and generating some very valuable leads. We are already planning our next campaign. To our great delight, you have proven that you are valuable teammates. Thanks for the great work! Many thanks especially to the folks who worked the phones, set solid appointments, made a good impression, represented us honorably and provided helpful follow-up information. As we hope you can tell, we're delighted. Good job!"
- Steve Bell, Director of Sales, Womble Carlyle Law Firm

"The Whetstone Group has been a full-service growth resource for us. From developing and implementing an effective growth plan to helping us rename and re-brand our company to supporting our full-time sales staff with telephone lead generation services, the quality advice and direction from Whetstone's management team has been key to finding new opportunities in the short term as well as establishing our future direction." - Philip Wasta, President, Pioneer Workspace Solutions

"Whetstone's sales training presentation helped our bank better understand how to work the sales cycle and become more focused on growth. They taught us a number of strategies that could be implemented right away to close sales with customers. Feedback from the session was impressive, and I feel the training helped our lenders and personal bankers grow outside their normal routine."
- Jim Kozal, Sr. Vice President, CFO and Cashier, Platte Valley Bank

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