Republic Group: Managing an Enterprise Sales Cycle End to End
Ran the full sales cycle for a US wealth advisory firm, from demo through a structured four-week trial to contract conversion and ongoing engagement.
Sahili Totale
Content Creator at YouTube
From their time as
Chief of Staff
Mili | AI Agents for Advisors • 2025 - 2026
Overview
Sahili managed the Republic Group engagement from first contact through to a signed contract and ongoing relationship. Republic Group was a US-based wealth advisory firm, and the goal was to demonstrate that Mili's AI note-taking could free advisors to focus on clients rather than documentation.
The Story
Sahili managed the Republic Group engagement from first contact through to a signed contract and ongoing relationship. Republic Group was a US-based wealth advisory firm, and the goal was to demonstrate that Mili's AI note-taking could free advisors to focus on clients rather than documentation.
The initial demo involved a live role-play between Sahili, the CEO, and a co-founder, simulating an advisor-client meeting to show the product in action. Republic Group came back with their specific requirements, and the team agreed on a structured trial period.
She chose the trial length deliberately. A shorter window would not give advisors enough time to have sufficient client meetings to see real value; a longer one risked losing momentum. The chosen length mapped to a natural billing cycle and gave the team enough time to surface and fix bugs before the conversion decision.
During the trial, she ran weekly feedback and education sessions with Republic Group, onboarding their team and troubleshooting technical issues as they arose. By the final week, Republic Group converted, signing a contract covering a small team of advisors plus assistant seats.
Post-conversion, she maintained a regular feedback cadence with Republic Group and invited them to Mili's webinars, happy hours, and booth activations. When Mili launched its new flagship product, Mili Office, Republic Group was among the first accounts targeted for upsell.