Helping Summit Life Group Scale with Stamina

💼 The Challenge

Summit Life Group needed a partner who could deeply understand their unique business model and provide scalable systems to support growth. With the complexity of client interactions and the need for personalized outreach, finding a tech partner who could align with their operational goals was critical.

✅ Our Solution

As LeadSend (now Stamina), we immersed ourselves in Summit Life Group’s workflows, goals, and customer journey. By tailoring our CRM architecture and outreach automation tools to their specific needs, we helped build a solid foundation for:

• Smarter client engagement

• Scalable lead management

• Operational efficiency

We didn’t just implement tech — we partnered closely with their team to ensure every solution matched their growth trajectory.

🎤 What They Said

"They have really taken the time to learn our business, understand our needs, and provided some incredible services to help us grow and scale."
— Rich, Summit Life Group

🏆 Results

• Deeper client engagement

• Seamless onboarding and communication workflows

• Enhanced visibility into sales and follow-up pipelines

• Scalable systems aligned with company growth

👥 Why It Matters

This partnership highlights what sets Stamina apart: we don’t just offer tools — we offer true collaboration. The same approach that helped Summit Life Group scale is now at the heart of everything we do at Stamina.