A Week in the Life of M. Allen LLC: Driving Transformational Growth

Date: April 1, 2025
By: Matthew Slonaker, CEO, M. Allen LLC

At M. Allen LLC, we specialize in delivering transformational services and growth solutions for innovative companies, particularly in the financial services, mortgage, and banking sectors. Two weeks into a recent six-month engagement with a forward-thinking client, here’s a glimpse of how we’re fueling their success—and how we can do the same for others.

Progress Snapshot: Two Weeks In

Our engagements begin with rapid immersion, and this project is no exception. Here’s what we’ve accomplished in just two weeks:

• Pipeline Ignition: We’ve kickstarted three high-potential opportunities, tracked in OnePage CRM:
• A credit advisory deal with a leading mortgage lender
• A machine-learning solution with a regional bank
• Another ML opportunity with a national financial institution
  Each is supported by tailored strategies, updated in real-time within the CRM.
• Strategic Collaboration: We joined a client brainstorming session to refine key FAQs, laying the groundwork for new marketing materials. We also participated in a prospect call, proposing actionable plays to be refined in our next team huddle. Plus, a one-on-one diagnostic with a client leader covered playbooks, social selling, and growth tactics.
• Laying the Foundation: After assessing the client’s pipeline and past deal outcomes, we’ve drafted an initial sales strategy with key metrics. This week, we’ll refine it with client feedback and prioritize actionable next steps. We also outlined an upcoming offsite to solidify their go-to-market (GTM) approach, set for next week in Irvine.
• Prospecting in Action: Leveraging our network, we’ve amplified visibility with social posts across my personal (13k followers) and business pages. In-person meetings in Dallas included senior leaders from a global bank (lending ops), an investment firm (sales director), a regional bank (SVP servicing), and a national bank (EVP consumer servicing). Each received personalized messaging and content plays. We also crafted a credit solution for a mortgage lender, reviewed internally, and sent to their Chief Lending Officer.
• Focus Ahead: This week, we’re reviewing draft playbooks and strategies, kicking off training, and preparing for the Irvine workshop—complete with in-town prospect meetings. We’re targeting 100 prospecting activities (calls, emails, InMails) across our network and ideal client profiles (ICP), while keeping the CRM humming with updates.

Our Approach: From Vision to Victory

This is just the beginning. Our proven process—aligned with a 180-day timeline—starts with an “Entry” phase of rapid learning and diagnostics, followed by a structured first month of prospecting and strategy development. By mid-month, we’ll deliver a polished GTM plan and schedule key market meetings. Over six months, we aim to:

• Build a $2M+ annual recurring revenue (ARR) opportunity pipeline—10x the program investment.
• Secure 10+ monthly meetings with qualified buyers and 6+ proposals averaging $150,000 ARR each.
• Enhance sales processes, tools, and team capabilities for lasting impact.

Why It Works

Our clients benefit from our deep experience—over $1B in revenue managed, $200M in new revenue won, and win ratios exceeding 33%. Whether it’s crafting compelling value propositions, optimizing CRMs, or executing targeted outreach, we tailor solutions to fit seamlessly, minimizing disruption while maximizing results.

A Milestone Moment

As M. Allen celebrates its 5th anniversary on April 1, I’m proud to lead a team that’s transforming businesses daily. Bonus news: I finished my second book’s manuscript this weekend, set for a May release. It’s a privilege to partner with visionary clients on this journey—could your company be next?

Contact Us: (972) 740-4300 | [email protected] | www.mattallendevelopment.com