How Steers Consulting Group Helped WebStreet Increase Conversion Rates by Over 50%

Situation

Before working with Steers Consulting Group (SCG), WebStreet’s leadership team was feeling the weight of missed opportunities and mounting pressure. With a lean six-person sales team and ambitious fundraising goals—shifting from two funds per year to four—they were overwhelmed by the day-to-day demands of call reviews, training, and inconsistent execution. They knew their sales process had potential, but lacked the structure, clarity, and bandwidth to scale it effectively. The frustration was growing, and the stakes were high.

Action Steps

SCG stepped in to bring order to the chaos. We restructured WebStreet’s sales scripts, implemented weekly QA/QC call reviews, and delivered personalized coaching using our 32-point review rubric and proprietary coaching methodology. The result? Reps were no longer guessing—they had a clear, repeatable framework and ongoing support to help them thrive.

Results

In just 90 days, close rates rose from 21% to 24%. By day 180, they had hit 32%—a 52% overall increase. More importantly, the leadership team felt a renewed sense of clarity and confidence. They were no longer bogged down in reactive tasks and could finally focus on scaling with a system that worked.

“Our conversion rates are at all-time highs and the team is confidently executing in their roles. It’s made a big impact.” - WebStreet’s Investor Relations Manager

If you're feeling stuck and want results like this, book a call with us today. Let’s get your team performing at the level you know they’re capable of.