Case Studies

How a Shark Tank Company Increased Their Transactions by 153% With HubSpot Optimizations


Implementing a Sales System to Unify and Optimize Operations

Prep Expert is one of the world’s fastest-growing edtech companies, specializing in online SAT & ACT preparation. Since its founding in 2008 by Dr. Shaan Patel and winning a deal with Mark Cuban on Shark Tank, Prep Expert has helped over 50,000 students achieve over $100 million in scholarships. Our client needed a marketing and sales solution to produce rapid growth. The fast-paced company was ready to leverage a straight-forward sales system with the power to automate internal processes and generate results.


Addressing key challenges to update and transform the process

Prior to engaging with TribalVision, Prep Expert had three major challenges that needed to be addressed. The current sales process was hard to manage because of the use on separate platforms for email, calls, meetings, and live chats.