Case Study: Plan B and C, inc. achieves increased conversions and streamlined client engagement with Act!

Act! makes connecting and engaging with clients seamless for Plan B and C, inc.

Plan B and C, inc., a Boston-area brokerage that guides corporate executives and investors into SMB ownership, needed a reliable way to manage its candidate pipeline, maintain timely client communications, and scale outreach with limited resources. With nearly 20 years of advisory experience but a small team, the firm required a centralized system to track prospects through identification, evaluation, and closing while avoiding missed opportunities and time-consuming manual tasks.

By implementing Act!, Plan B and C, inc. centralized client data, automated workflows and alerts, and used intuitive marketing templates to create in-house campaigns quickly. The result: faster, more personalized outreach, higher conversion rates, lower marketing costs, seamless integrations with key tools (QuickBooks, Gmail, Calendly, Adobe), and the ability to handle 5–10 active clients while contacting 25+ prospects weekly.

Plan B and C, inc.

Matt Agnese

President