Matthew Axline — 3 calls
45 min · Jeremy White (President), Bri Quaglia (Customer Engagement Manager) · with Ryan Ferguson
How They Found CTC
Capital partner introduction — "We got introduced to Noah through a capital partner of ours who said, hey, there could be a good opportunity."
Key Discussion
Without an agency after parting ways due to unprofitable spend. Q4 is critical — represents >25% of annual revenue. Seeking a growth partner who can drive incremental, profitable demand for their giftable hot sauce brand. Matt walked through Statlas modeling and contribution margin framework.
"We are without an agency and we know that we need to find a partner in the next couple of months because Q4 is a critical period for us."
— Jeremy White, President
"It was driving revenue, but it wasn't showing up in the bottom line of our P&L."
— Jeremy White, President
Next Steps
• Follow-up call scheduled to dive deeper into Meta creative strategy and CTC methodology
• Matt to send Meta creative identity deck to Bri
• Explore creative partners + Profit Engineer scope ($12K base)
Rep: Matthew Axline (BD Leader) + Ryan Ferguson (Sales Executive)
Sweet Zzz
Upsell / Follow-up
35 min · Hayam Shobeyri (Manager) · with Dave Stewart
How They Found CTC
Podcast — "we came actually knowing you from the podcast, but I would really love to know more about what you guys can do for AI as well."
Key Discussion
Follow-up on CTC's SEO/PPC services and Profit Engineer package. Hayam is interested but wants clarity on implementation, pricing, and account manager experience for their significant revenue operation and custom Shopify site. Reactivating Google Merchant Center is the immediate priority.
"See a lot of good things about your company guys and I… we came actually knowing you from the podcast."
— Hayam Shobeyri, Manager
Next Steps
• Set up call with the assigned Profit Engineer to answer Hayam's remaining questions
• Hayam to send written questions list ahead of that call
• Focus on GMC reactivation and Google ads strategy as entry point
Rep: Matthew Axline (BD Leader) + Dave Stewart
Ryan Ferguson — 2 calls
45 min · Jeremy White (President), Bri Quaglia (Customer Engagement Manager) · with Matthew Axline
How They Found CTC
Capital partner introduction — referred by a shared capital partner
Revenue Signals
Q4-heavy giftable brand currently without an agency. Previous agency relationship ended over unprofitable spend. Active buyer ready to move before Q4. Matt led the discovery; Ryan co-present to support deal.
Next Steps
• Follow-up deep-dive on Meta strategy + creative development
• Explore incremental spend profitability modeling for Q4
Rep: Ryan Ferguson (Sales Executive) + Matthew Axline (BD Leader)
49 min · Mac Shriver (Co-Founder)
How They Found CTC
Outbound / CTC initiated — Mac mentioned familiarity with Taylor Holiday's content and CTC's methodology
Key Discussion
Meta performance in decline — new audience reach tanking since January, creative fatigue, algorithm finding "clickers not buyers." Today show feature drove traffic that didn't convert. Jumped between agencies. Evaluating in-house vs. outsourced media buying.
"Meta was finding the clickers and not the buyers through various metrics that we started to see."
— Mac Shriver, Co-Founder
Next Steps
• Follow-up call scheduled to dive into Meta strategies + creative process
• Ryan to share CTC methodology doc + Statlas overview
• Explore TikTok Shops as additional channel ($12–16K engagement range discussed)
Rep: Ryan Ferguson (Sales Executive)
Jacob Klas — 3 calls
59 min · Lupko Pot (Founder / Owner)
How They Found CTC
Outbound / Jacob initiated — Jacob reached out to Lupko directly
Key Discussion
DTC water sports brand tracking $4M → $7M this year (100% growth). Amazon is 40% of revenue with 85% market share. Lupko wants to scale DTC via contribution margin-focused paid media. Interested in a 2-week creative pilot. Jacob presented full PE system, growth map, and Statlas model.
"Last year, we did 4,000,000 in revenue. This year, tracking to 7,000,000."
— Lupko Pot, Founder
"In about maybe two weeks, I want to do a pilot with at least one company."
— Lupko Pot, Founder
Next Steps
• Jacob to send case study deck of similar 7-figure brands
• Consult head of creative for ad account review
• Contract in place within ~1 week of follow-up if aligned
Rep: Jacob Klas (Sales Representative)
Hugh & Grace — Data Integrity Call
Onboarding
17 min · Ben Jensen (Co-CEO), Aleesha Dudeck, Amanda Lorenz · with Eljon Orillosa
How They Found CTC
N/A — New client onboarding (deal already closed)
Key Discussion
Pre-kickoff data access and platform permissions check. Google Ads and Omnisend IDs confirmed and captured. All required access obtained ahead of full PE kickoff meeting.
Next Steps
• Full PE kickoff meeting proceeding (same day, immediately following)
Rep: Jacob Klas (Sales Representative)
Hugh & Grace — PE-7 Kickoff
Kickoff
48 min · Ben Jensen (Co-CEO), Eduards Portnajs (Growth Strategist)
How They Found CTC
N/A — New client kickoff (deal closed, onboarding initiated)
Key Discussion
Hormone health and wellness brand (Hugh & Grace) launching paid advertising for the first time. Leveraging existing advocate channel and customer data to inform Meta + Google strategy. Eduards presented revenue forecast of $70M+. Duckweed analysis and 2-week growth map planned.
"I have forecasted 70 plus 1,000,000 in revenue with a five percent delta."
— Eduards Portnajs, Growth Strategist
Next Steps
• 2-week duckweed analysis + growth map build-out
• Meta + Google account setup and initial creative development
• Ben to share additional brand data for modeling
Rep: Jacob Klas (Sales Representative)
Dave Stewart — 3 calls
Stone's Goods (Mart Cobra)
Follow-up
25 min · Jarod Sievers (Operations Manager), Sean Stone (Founder), Neal Desai (Managing Partner)
How They Found CTC
Podcast referral — "somebody I know sent over the podcast that everyone recommends" (Sean Stone)
Key Discussion
Shopify performance significantly lagging Amazon. Immediate need is offer construction help, not paid media. CTC's Profit Engine Lite and creative services discussed but not the immediate priority. Sean interested in revisiting in 6–9 months once foundational offer work is done.
"I vaguely remember you guys are actually quite competitive from a pricing perspective."
— Sean Stone, Founder
Next Steps
• Connect Sean with Richard for offer construction discussion
• Revisit CTC engagement in 6–9 months
Rep: Dave Stewart
35 min · Hayam Shobeyri (Manager) · with Matthew Axline
How They Found CTC
Podcast — inbound via CTC eCommerce Playbook podcast
Key Discussion
See Matt Axline section for full detail. Dave supported this call alongside Matt. Focus was SEO/PPC + Profit Engineer package discussion with a high-revenue mattress brand.
Next Steps
• Profit Engineer intro call with Hayam
• GMC reactivation strategy
Rep: Dave Stewart + Matthew Axline (BD Leader)
36 min · Burim Sinani (Founder)
How They Found CTC
Outbound / CTC initiated — Burim was originally searching for a Google Ads manager; Dave connected with him as he expanded to Facebook ads
Key Discussion
Statenx wallets brand looking to scale to 7 figures via paid media. Currently spending ~$45K on Google. Just launched Facebook ads. Looking for both a media buyer and a creative system. Dave walked through full PE package ($5K base for Meta+Google), creative services, and implementation timeline.
"I'm trying to find a media buyer and then a creative system which helps me scale the business to at least a seven-figure [brand]."
— Burim Sinani, Founder
"In case I decide to go with the whole CTC package about the Profit Engine as well as the creative, how much time do you usually need to set this up?"
— Burim Sinani, Founder
Next Steps
• Dave to send follow-up email with branded examples + pricing sheet
• Burim to review proposal and respond via email
• Contract terms discussion if interest confirmed
Rep: Dave Stewart
MQL → SQL Pipeline Movement — Rolling 7 Days
⚠ Contract Review — Near Close
Clinique La Prairie (Holistic Health)
$60,000
Atlas Pet Company
$66,000
Hey Mila Inc.
$144,600
↑ New Inbound MQLs (Modified Today)
Tidal Tank
Jun 25 — Jacob Klas call today →
Aizome, Artem Straps, Floky US, Comply Foam
✓ Closed Won (Rolling 7 Days)
Newport Vessels$106,800
Earthfoam$85,200
Teamotions$60,000
Ring Bear$25,700
Spiral Bible — Prophit System$15,000
Solly Baby — Prophit System$15,000
Grain Wood Furniture$15,000
7-Day Closed Won Total
$322,700
Additional Demo Stage — Active Deals
M.Gemi — $200,400
Kindred Bravely — $198,000
Cirkul — $192,600
PetPlate — $192,000
Nomad Goods — $192,000
Til Valhalla — $150,000
Desmond & Dempsey — $114,600
Verge — $90,600
Bello Water — $108,600
CTC Sales Intelligence · Powered by Gong & HubSpot · Auto-generated June 25, 2026