Case Study
California Sampling Agency
Palaterra’s vertically integrated platform provided this Southern California-based agency with an end-to-end solution, streamlining every step of their event operations.
The Challenge
As a growing alcohol sampling agency, this Southern California team faced a common industry obstacle—scaling efficiently while maintaining quality and consistency. Their operations were heavily reliant on spreadsheets and email chains, which made it difficult to manage their growing ambassador pool, schedule events, track recaps, and meet client reporting demands. Without a streamlined system, their leadership and employees were bogged down by administrative tasks instead of focusing on growth.
Our Solution
Palaterra partnered with the agency to vertically streamline their entire operation, offering end-to-end support for their sampling and event management needs. From staffing and scheduling brand ambassadors to distributing POS materials and collecting recap data, every part of their workflow was centralized within Palaterra’s purpose-built platform.
Our state-of-the-art reporting features provided real-time insights, allowing them to verify, aggregate, and share data with clients quickly and accurately. This significantly reduced manual coordination and freed up their team to focus on expanding their ambassador pool, deepening client relationships, and driving new business.
Results & Impact
- 100% increase in EBITDA within the first year
- Nearly doubled their ambassador pool, expanding reach and capacity
- Unified their operations, eliminating reliance on disjointed systems
- Enabled real-time reporting, which boosted client satisfaction
- Reduced admin hours, letting the team prioritize growth initiatives
Why It Worked
Palaterra’s vertically integrated platform provided this agency with a complete solution, streamlining every step of their event operations. By automating tedious tasks and offering real-time access to actionable data, the team was able to spend less time managing logistics and more time scaling the business and delivering exceptional client experiences.
Palaterra has been a game changer for our sampling agency. It’s clearly built by people who understand the challenges of this niche industry—every problem we had, they had already solved.
We use Palaterra to assign jobs to our BAs, post unassigned jobs for applications, host POS materials, and manage all recap data in one place. We went from a million emails and spreadsheets to a single unified system—saving time across the board.
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