Background
Verticals:
Executive Search for healthcare, industrial tech, consumer and packaging industries
Headcount:
40
CRM:
Vincere
Morgan Latif is a 40-person executive search firm specializing in healthcare, industrial tech, consumer goods, and packaging. Despite their industry expertise and talented team, they felt their processes and use of tech was holding their consultants’ productivity back. The leadership team found themselves continually asking: “How do we increase customer and candidate conversations and get better visibility into our performance?”
Co-founder Oliver Morgan recognized that their manual outreach processes were limiting growth and extending the time it took for new consultants to generate revenue. They needed a solution that would integrate seamlessly with their existing tech stack while providing the automation and analytics to drive measurable improvement.
Objectives
Morgan Latif established clear objectives for an investment in technology:
Accelerate revenue growth
Have more quality conversations and get clear visibility of performance
Enable multi-channel outreach
Create a seamless workflow connecting CRM, LinkedIn, and email communications
Build a competitive advantage
Recruiting top consultants to their team and reduce time-to-billing for new consultants
Implementation and Adoption
Understanding the transformative potential of SourceWhale, Oliver personally conducts training sessions with each new team member to ensure proper utilization of the platform. The intuitive design of SourceWhale eliminated the adoption challenges they had experienced with previous technology implementations.
“I still sit down with everyone who joins and personally make sure they’re trained on SourceWhale because I know the impact it can have,” explains Morgan. This hands-on approach, combined with SourceWhale’s user-friendly interface, has resulted in exceptionally high adoption rates across the organization.
Key Benefits
SourceWhale has delivered comprehensive benefits across Morgan Latif’s recruitment operations:
⚡️ Enhanced Productivity
Automated multi-channel outreach capabilities dramatically increased consultant efficiency, while SourceWhale’s to-do list functionality eliminates decision fatigue and keeps consultants focused on high-value activities.
🧹 Improved Data Quality
Automatic database updates and background data refreshing ensure accurate information.
🔎 Performance Visibility
Real-time metrics provide the leadership team with actionable insights to drive improvement.
⭐️ Competitive Differentiation
Technology investment serves as a powerful recruiting tool for experienced consultants, while the seamless integration of email, phone, video, and marketing content creates cohesive candidate and client experiences.
Results and impact
Nearly two years into their SourceWhale implementation, Morgan Latif has experienced tangible business impact:
📈 40% Revenue Growth YoY
Morgan Latif has seen two consecutive years of 40% year-on-year revenue growth through winning more business and search assignments, plus a substantial increase in client meetings and candidate conversations.
💰 Accelerated New Consultant Time-To-Productivity
New Morgan Latif consultants now self-generate revenue in half the time they used to before SourceWhale.
🚀 Expanded use cases
Morgan Latif now uses SourceWhale for a wide range of use cases including candidate speccing, business development, meeting coordination, event management, and marketing content distribution.
😍 Attract top talent
Morgan Latif highlight their use of SourceWhale as a differentiator when recruiting experienced consultants to join the team.
🤝 Increase Engagement
Morgan Latif has enjoyed a significant uplift in both client meetings and candidate conversations, driving more opportunities.
