CennoAssist

How CennoAssist Built a Predictable Pipeline from Scratch — and Signed Their First Clients with Buzz

CennoAssist is a boutique advisory firm helping financial services businesses improve operational efficiency and client experience. As a new business, founder Sarah Corcoran needed to build outbound from zero — fast, and without a large team behind her.

About CennoAssist

CennoAssist is Australia's white-label Centrelink liaison service for financial advisors. The company manages end-to-end Centrelink administration on behalf of advisory practices — including pension applications, entitlement updates, reporting obligations, and regulatory correspondence. By handling the full scope of Centrelink paperwork and compliance behind the scenes, CennoAssist allows financial planning professionals to redirect their focus toward strategic client advice and revenue-generating work.

  • 1-10 Employees
  • Financial Administration
  • New South Wales, Australia

Prospecting Challenges

Inconsistent follow-up across channels

Without a structured system, leads were slipping through the cracks and momentum with prospects was constantly being lost. Buzz introduced automated sequences that ensured every contact was followed up reliably.

No visibility into what was working

CennoAssist had no way of knowing which messages resonated or which segments were converting. Buzz's reporting and dashboards made it easy to double down on what worked.

Managing prospects across the funnel

Keeping track of multiple prospects at different stages was overwhelming without a centralised view. Buzz brought everything together in one place, making it easy to prioritise the right actions each day.

Time-consuming manual work

Prospecting, sending emails, and tracking replies by hand was unsustainable. Buzz automated the repetitive tasks and freed CennoAssist to focus on high-value conversations and client delivery.

Sarah Corcoran, CEO at CennoAssist

"Within the first couple of months, I was booking meetings with ideal prospects, validating my messaging, and signing my first paying client, all while building a visible pipeline."

Starting a business means proving your model fast. Buzz gave Sarah the outbound infrastructure to do exactly that — turning a blank slate into a pipeline with real momentum.

  • 27 Meetings

    Booked in the first months of using Buzz

  • $120K Pipeline

    Value generated across 9 active deals

  • 4 New Clients Signed

    With $7,450 in revenue closed in the first month alone

  • Buzz is 5/5

"My favourite part is having a clear, easy-to-use outbound engine that keeps everything in one place. It removes the mental load of 'who do I contact next?' entirely."

    A structured outbound process from day one

    Buzz gave CennoAssist a repeatable system for multi-touch outreach across email and the Social Platform — replacing ad hoc messaging with campaigns that ran consistently and predictably.

    Messaging validation at speed

    With performance data in hand, CennoAssist could quickly identify which messages landed with which audiences — then refine their offer and positioning based on real engagement signals.

    Centralised pipeline management

    No more spreadsheets. Every prospect, stage, and conversation lived in one place, making it easy to follow up at the right time and prioritise the highest-intent leads.

    Confidence to scale sustainably

    Buzz not only helped CennoAssist close their first deals, it gave them a foundation for predictable, ongoing growth, with early wins at EKO Finance, Ally Wealth, and Avanti Wealth already in the books.

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Start building your pipeline with Buzz

Whether you're just getting started or ready to scale, Buzz gives you the tools to run smarter outreach — and the clarity to know it's working.

Prospects

Start building your pipeline with Buzz

Whether you're just getting started or ready to scale, Buzz gives you the tools to run smarter outreach — and the clarity to know it's working.