Client Success Stories

Tal Healthcare

A Transparent and Candid Partnership: Guiding Confident Choices for Tal Healthcare

Working with Will was an exceptional experience. From the very beginning, his professional demeanor, clear communication, and thoughtful approach stood out. Will guided us through the decision-making process with a well-executed demo, timely follow-ups, and strategic meetings with senior leadership. He answered every question with clarity and candor, creating a transparent and comfortable environment that made us feel confident in our decisions. His ability to balance professionalism with a personable style made the entire process smooth and enjoyable. Will’s dedication, responsiveness, and integrity truly elevated our experience, and we’re grateful for his support throughout the journey.

Kelly Santiago, Vice President, Recruitment Operations

Summit Careers

Clarity. Accountability. Real Value.

Working with Will was an excellent experience. On a complex project with multiple moving parts, he did a tremendous job keeping everyone focused, organized, and accountable. When an outside partner struggled to deliver, Will managed the situation professionally to keep everyone on track and avoid roadblocks. His deep understanding of our technology enabled him to identify key considerations we would have missed on our own, saving us money while producing a stronger end result. I highly recommend him to any organization implementing new technology, evaluating its current tech stack, or looking for a strategic partner who can bring clarity, accountability, and real value to the process.

Bryan Picard, President

RCM Technologies

"Reimagined their Tech Stack to win more revenue"

RCM Technologies, a forward-thinking leader in their field, recognized the critical need to evolve their technological foundation to meet the demands of a rapidly changing market. They partnered with us for a comprehensive deep dive to thoroughly re-evaluate and redefine their entire tech stack. Through careful analysis and collaborative innovation, we pinpointed bottlenecks and uncovered new opportunities for growth. This strategic overhaul culminated in the implementation of a cutting-edge tech stack that not only dramatically boosted their operational efficiency across every facet of their business but also unlocked substantial new revenue streams, propelling them ahead of the competition. It's a powerful testament to how smart, strategic tech choices can truly transform a business, delivering both streamlined workflows and impressive financial gains.

Genie Healthcare

Practical Tech Guidance that Drives Real Business Value

I had the opportunity to work with Will while we were evaluating recruiting technology needs at Genie Healthcare. Will always approached the process with honesty, professionalism, and a genuine desire to help us make the right decisions for the business. He understands staffing technology well and brings a practical, thoughtful approach that goes beyond software selection to real implementation value.

Kevin Bowen, Director of Recruiting

Call Andy!

Optimized Operations: Sustainable Growth, Cross-Functional Time Savings

I really appreciated that Will took the time to deeply understand my business, which instantly built trust. He helped us eliminate unnecessary tech spend, identifying hidden inefficiencies that were draining our resources. With his guidance on more appropriate technology and a smarter sales strategy, we effectively increased our revenue by a remarkable 20%. Our team now feels more organized and empowered, driving sustainable growth.

Andy Espo, CEO (Chief Eliminator of Obstacles)

Malo Consulting, Inc.

Strategic Partnerships: Maximizing Value Across Every Venture

Will's consultation across multiple lines of business was invaluable. He never just sold a solution; he dug deep to tailor and implement the right fit for each company, consistently negotiating exceptional deals. His client-focused, strategy-forward approach always challenged the status quo, ensuring we had optimal systems and maximum return on investment. The result? A notable increase in productivity across all levels of our employees.

Mike Malo, Founder

Cooking with Love for Pups

From Tech Overwhelm to Exponential Growth: A Complete Digital Transformation

Will was able to help guide us on our entire technology strategy, from a CRM evaluation, to website development, billing and recurring revenue strategy, chatbots, and even implementing automation and AI. After working with Burgess Consulting and leveraging the sales and marketing coaching and technology strategy we learned, Cooking with Love for Pups grew our revenue by 300% while decreasing tech spend by about $25,000 annually.

Ana Trilleras, CEO