Client story / Budgetdog

The journey to
back-to-back
$1M months.

How Systemized Sales partnered with Budgetdog on sales leadership, prospect preparation, and follow-up—supporting the founder’s next stage of growth.

Explore the journey
The focusQualification & call attendance
The partnershipSetter coaching + sales operations
The approachAudit → redesign → measure
In the client’s own words

From $400K–$500K months to consecutive $1M months.

A sales partnership that gave the founder room to lead.

Systemized Sales’ published client story reports a $100K increase in average monthly revenue within three to four months, followed by a first $1M month eight to nine months into the partnership and another the following month.

Revenue figures and timeline are from the published client story. They are distinct from the cash-collected and call-attendance measures discussed below.

Brennan Schlagbaum, founder of Budgetdog · Watch on YouTube ↗

01 / The starting point

A booked call was only the beginning.

Budgetdog’s team identified a gap between agreeing to a call and arriving ready for a meaningful conversation. The internal diagnosis pointed to inconsistent qualification, insufficient urgency before booking, and generic nurture that let interest fade.

Systemized Sales worked across setter coaching and operations to redesign that journey. The Financial Health Quiz became part of preparation, supported by clearer conversations, booking flows, and follow-up.

Give prospects a reason to attend—and give the team a process to support them.
02 / The partnership in motion

From diagnosis to daily execution.

The work spans strategy, systems, and people. Here is how that journey took shape with Budgetdog.

01 / FIND

Find the friction

Review setter conversations and prospect journeys to understand qualification gaps and missed calls.

Focus: the reason behind the leak
02 / REDESIGN

Redesign preparation

Develop setter SOPs around discovery, qualification, and discussing Financial Health Quiz results.

Focus: a more informed prospect
03 / BUILD

Build the follow-up

Update booking flows, track quiz completion, and create lists for incomplete quizzes and upcoming calls.

Focus: a repeatable process
04 / AUDIT

Audit & coach

Compare rep behaviors, examine call attendance, and use findings to guide coaching and further changes.

Focus: continuous improvement
03 / What we built together

Turn preparation into a working process.

The quiz was one part of a broader journey: conversation, preparation, follow-up, and measurement.

The revised phone-setter process called for working through the quiz conversationally and explaining a prospect’s financial gaps. DM setters positioned it as preparation for the upcoming session.

Operations updated routing and tracking, while leadership worked to connect completion data with sales reporting so the team could evaluate the approach.

Discovery & qualificationUnderstand the prospect’s situation before booking.
Financial Health QuizHelp the prospect prepare for the conversation.
Personal follow-upSupport quiz completion and confirm the upcoming call.
Attendance & outcome reviewExamine results and coach the behaviors worth repeating.

A simplified view of the process described in this case study.

04 / The evidence
78.3%

Closer-call show rate / one setter’s August cohort

These are individual setter cohorts, not company-wide results or a before-and-after experiment. The comparison does not establish causation.

A concrete behavior worth investigating.

An August audit recorded 36 shows from 46 sets for a setter using consistent personal texts, compared with 34 from 59 for another phone setter.

The audit identified post-booking and day-before texting as a visible difference. That gave leadership a specific practice to investigate and coach, alongside other possible differences such as rapport and lead mix.

Budgetdog dashboard titled Total Cash showing $1,004,722 labeled Total Revenue, with a daily chart displaying December dates.
Client-provided dashboard showing $1,004,722. The card is titled “Total Cash” and labels the metric “Total Revenue.” The chart displays December dates; the year and full reporting range are not visible.

Evidence basis: April 1 booking-flow changes; April 14 setter-process diagnosis; April 29–May 11 quiz-reporting work; September 1 audit of August setter performance.

Your next chapter

Build for a bigger business.

If your ambition is to grow 3–5×, the partnership starts with understanding what your business needs to support that scale: opportunity quality, team capacity, sales execution, and reliable visibility.

Growth targets are tailored to each business. Results depend on the starting point, offer, demand, and execution.

What the journey looks like

  • Find the constraint. Understand where opportunities stall and what is limiting growth.
  • Build the plan. Align priorities, responsibilities, and the measures that will guide decisions.
  • Put it into operation. Develop the people, workflows, and systems needed to execute.
  • Learn and improve together. Review the evidence and adjust as the business evolves.
Growth takes a partner

What would it take to reach your next stage?

Start with a conversation about your funnel, your team, and the business you want to build.

Explore a growth partnership
Client story / Budgetdog

The journey to
back-to-back
$1M months.

How Systemized Sales partnered with Budgetdog on sales leadership, prospect preparation, and follow-up—supporting the founder’s next stage of growth.

Explore the journey
The focusQualification & call attendance
The partnershipSetter coaching + sales operations
The approachAudit → redesign → measure
In the client’s own words

From $400K–$500K months to consecutive $1M months.

A sales partnership that gave the founder room to lead.

Systemized Sales’ published client story reports a $100K increase in average monthly revenue within three to four months, followed by a first $1M month eight to nine months into the partnership and another the following month.

Revenue figures and timeline are from the published client story. They are distinct from the cash-collected and call-attendance measures discussed below.

Brennan Schlagbaum, founder of Budgetdog · Watch on YouTube ↗

01 / The starting point

A booked call was only the beginning.

Budgetdog’s team identified a gap between agreeing to a call and arriving ready for a meaningful conversation. The internal diagnosis pointed to inconsistent qualification, insufficient urgency before booking, and generic nurture that let interest fade.

Systemized Sales worked across setter coaching and operations to redesign that journey. The Financial Health Quiz became part of preparation, supported by clearer conversations, booking flows, and follow-up.

Give prospects a reason to attend—and give the team a process to support them.
02 / The partnership in motion

From diagnosis to daily execution.

The work spans strategy, systems, and people. Here is how that journey took shape with Budgetdog.

01 / FIND

Find the friction

Review setter conversations and prospect journeys to understand qualification gaps and missed calls.

Focus: the reason behind the leak
02 / REDESIGN

Redesign preparation

Develop setter SOPs around discovery, qualification, and discussing Financial Health Quiz results.

Focus: a more informed prospect
03 / BUILD

Build the follow-up

Update booking flows, track quiz completion, and create lists for incomplete quizzes and upcoming calls.

Focus: a repeatable process
04 / AUDIT

Audit & coach

Compare rep behaviors, examine call attendance, and use findings to guide coaching and further changes.

Focus: continuous improvement
03 / What we built together

Turn preparation into a working process.

The quiz was one part of a broader journey: conversation, preparation, follow-up, and measurement.

The revised phone-setter process called for working through the quiz conversationally and explaining a prospect’s financial gaps. DM setters positioned it as preparation for the upcoming session.

Operations updated routing and tracking, while leadership worked to connect completion data with sales reporting so the team could evaluate the approach.

Discovery & qualificationUnderstand the prospect’s situation before booking.
Financial Health QuizHelp the prospect prepare for the conversation.
Personal follow-upSupport quiz completion and confirm the upcoming call.
Attendance & outcome reviewExamine results and coach the behaviors worth repeating.

A simplified view of the process described in this case study.

04 / The evidence
78.3%

Closer-call show rate / one setter’s August cohort

These are individual setter cohorts, not company-wide results or a before-and-after experiment. The comparison does not establish causation.

A concrete behavior worth investigating.

An August audit recorded 36 shows from 46 sets for a setter using consistent personal texts, compared with 34 from 59 for another phone setter.

The audit identified post-booking and day-before texting as a visible difference. That gave leadership a specific practice to investigate and coach, alongside other possible differences such as rapport and lead mix.

Budgetdog dashboard titled Total Cash showing $1,004,722 labeled Total Revenue, with a daily chart displaying December dates.
Client-provided dashboard showing $1,004,722. The card is titled “Total Cash” and labels the metric “Total Revenue.” The chart displays December dates; the year and full reporting range are not visible.

Evidence basis: April 1 booking-flow changes; April 14 setter-process diagnosis; April 29–May 11 quiz-reporting work; September 1 audit of August setter performance.

Your next chapter

Build for a bigger business.

If your ambition is to grow 3–5×, the partnership starts with understanding what your business needs to support that scale: opportunity quality, team capacity, sales execution, and reliable visibility.

Growth targets are tailored to each business. Results depend on the starting point, offer, demand, and execution.

What the journey looks like

  • Find the constraint. Understand where opportunities stall and what is limiting growth.
  • Build the plan. Align priorities, responsibilities, and the measures that will guide decisions.
  • Put it into operation. Develop the people, workflows, and systems needed to execute.
  • Learn and improve together. Review the evidence and adjust as the business evolves.
Growth takes a partner

What would it take to reach your next stage?

Start with a conversation about your funnel, your team, and the business you want to build.

Explore a growth partnership