Proven Results

Case Studies

Dan Green is a transformational executive who leads people, process and technology to measurable outcomes. Here's what happens when strategy meets execution.

$9M → $25M

Revenue Growth

178%

Pipeline Increase

40%

Reduction in Sales Cycle

Customer Retention Lift

Healthcare

Men's Healthcare Practice

Menspro, a men's concierge healthcare practice with 6 clinics, had stalled at $9M annual revenue, dismal retention rates, fragmented sales and marketing operations, and no visibility into pipeline health or forecast accuracy. That's when they brought in Dan Green — initially as a consultant. Over the next four years, Dan's vision, leadership, knowledge and execution was a transformational force in the practice's lifecycle.

What I Did

Designed and implemented a full revenue operations infrastructure from scratch — CRM architecture, pipeline stages, lead scoring, and attribution modeling in HubSpot
Built a unified GTM strategy aligning sales, marketing, and customer success around a single customer lifecycle framework
Launched a demand generation engine combining programmatic advertising, email nurture sequences, and SEO-driven content
Established weekly forecast cadences, executive dashboards, and KPI governance across the revenue team

Results

$9M → $25M

sales growth in 24 months

6 → 13

Location growth

100%

Increase in patient retention

38%

Improved New Patient Acquisition

Fintech · Payments

Fortune 500 Payment Processor

At Heartland Payment Systems, Dan Green led a complete transformation of the company’s digital marketing and revenue operations infrastructure by implementing Salesforce.com as the foundation for marketing automation, lead distribution, analytics, and revenue attribution. Within just nine months, the initiative increased monthly digital lead flow by 13X, reduced lead response time from up to twelve hours to under one minute, generated $6 million in new processing fees, and delivered a 5X return on digital marketing investment.

What I Did

Rebuilt the entire digital marketing process and tech stack — from demand gen to lead distribution
Implemented Salesforce CRM with custom objects, automated workflows, and real-time revenue dashboards. Integrated with customer onboarding platform to track marketing spend to direct revenue attribution.
Designed a structured customer onboarding program that reduced time-to-value from 45 days to 12 days
Partnered with IT and customer service to integrate lead acquisition with customer onboarding platform to create a seamless revenue and marketing expense attribution model.

Results

13x

Increase in digital lead generation

12 hours→ 59 sec

Reduction in lead-to-sales delivery

5x ROAS

Previously not able to calculate

$33 million

Recovered retention in 9 months

Inspirational publisher

Publisher of Inspirational Books

Simple Truths — a privately held, startup, independent publishing house. At Simple Truths, Dan Green co-founded and built the operational, marketing, and technology infrastructure behind one of the most innovative direct-to-consumer publishing brands of its time.

What I Did

As a founding partner, Dan was the architect of the entire sales, marketing and operations business process and technology stack.
Salesforce was deployed and integrated with ecommerce and accounting platforms
Oversaw implementation of viral marketing initiatives that grew the customer base from 900 to 300,000, from 0 newsletter subscribers to 900,000 and from 0 Facebook followers to 625,000
Leveraged brand recognition to develop a B2B channel that consistently generated $1 million in annual book revenue per sales rep

Results

10X revenue

Explosive 1st year growth

2 billion

marketing emails sent

75%

Percent of Fortune 1000 counted as clients

$15.95

Average book sales price

Home exchange platform

Luxury Home Exchange Platform

THIRDHOME is a private, membership-based, luxury home exchange travel club. The company's membership growth had stagnated in 2019 and then the 2020 pandemic substantially stalled growth. The opportunity existed to engage with existing members to encourage them to participate in the club. Dan led the strategic reorganization of the sales and servicing operations into collaborative teams.

What I Did

HubSpot was deployed as the centerpiece of the new strategy and Sales and Service team members were trained in their respective areas of need
Workflows, sales processes, engagement tactics, KPI reporting, and management dashboards were developed to manage the new structure.
Over the course of 24 months the company achieved profitability for the first time in its history
North America revenue goals were exceeded by an average of 114% per month in 19 out of 23 months

Results

Profits

Achieved profitability for the first time

114%

Average sales goal beat month over month

Increase in client annual engagement

Increase in annual member deposits

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