Halo is an independent, full-service marketing agency based on the South Coast with over 25 years of experience. Known for combining smart strategy with stunning creativity, they deliver campaigns that achieve measurable results. Their approachable and friendly team makes them a trusted partner for like-minded businesses who share their values. Last year they won the prestigious, Sunday Times Best place to Work award.
Halo’s extensive portfolio includes long-standing clients across diverse industries. Their expertise spans brand development, increasing brand awareness, and creating outstanding, high-performing websites.
What they Needed
The team at Halo excel at meeting their clients' marketing needs, earning a significant portion of their business through referrals. To achieve their growth aspirations, Halo needed support in refining their sales prospecting strategy. They sought a more proactive approach to identifying new leads and building a robust sales pipeline, ensuring they could expand beyond their already satisfied client base and be less reliant on referrals.
What We Did
With the Director leading business development, we recommended she participate in our Sales Prospecting Bootcamp programme. This combination of in-person and online one-to-one support allowed us to tailor the training to align authentically with the Halo brand.
We began by conducting a thorough review of Halo's current prospecting activities and identifying areas for improvement. This included supporting the development of their CRM system, analysing key industry verticals to target, and crafting a bespoke sales prospecting playbook. Together, we built a robust prospecting framework designed to drive consistent results.
Additionally, we fine-tuned their current lead generation activities to enhance their success rate and formalised a structured sales process. This included creating a visible sales funnel to enable the team to track, monitor, and act on opportunities more effectively.
The Result
With an emphasis on forging partnerships that last, Halo saw zero client churn in the last quarter and an impressive 18 new clients since Co-Founders, Nick and Jess, bought the business in 2022. They now feel confident in prospecting new clients that align with their own values, and make a concerted effort to partner with businesses and industries that share their goals and aspirations. With a consistent CRM, Halo are now maximising their opportunities with awards, networking and events, and have been very successful in winning both regional and national business awards.
What They Say
Halo
Director at Halo
“I loved working with Kristy at Zest. She builds your confidence and helps you find the tools and processes you need to weave sales into your week. Often the reputation of salespeople is pushy, but Kirsty’s natural and approachable style completely transforms the process, which aligns so much better with Halo’s values. If you want an actionable strategy to help your business grow sustainably, I’d definitely recommend the bootcamp. Thank you, Kristy!”
