Case Study: Strategico Marketing Group achieves 100% revenue growth and 100% customer retention with Maximizer CRM

Maximizer cFrom Salesperson to MarketingDriven in One, Simple Technology

Strategico Marketing Group, a B2B consulting collective led by founder Brian Pleet, helps companies with sales and marketing strategy. As the firm grew—adding industry specialists and managing thousands of contacts—Pleet needed a way to stay “top of mind,” track every client interaction, scale business development with limited staff, and quickly onboard temporary or new team members without losing service quality.

They deployed Maximizer CRM to centralize contacts, capture emails/notes, automate monthly newsletters, and use Hotlist reminders and custom fields for campaign and task workflows. The result: streamlined outreach and onboarding, management of 5,000+ relationships, targeted low‑cost email marketing, easy staff training, 100% customer retention and 100% year‑over‑year revenue growth as the business scaled.

Strategico Marketing Group

Brian Pleet

Founder