Translating an audience into sales calls

This firm's marketing was working. People downloaded its guides, came to its webinars and engaged on LinkedIn, but very little of that became a sales conversation, because the data hadn't been connected and the insights gathered. We fixed that first. Then we rebuilt how the team runs sales calls and helped launch a new product. In one quarter they signed more than $1M.

Professional services + SaaS // Client story

$1M+

signed in one quarter

For the first time, they had work sold months ahead of delivery.

2x

faster on smaller deals

Smaller advisory projects went from about 75 days to close to about 34.

6 weeks

to first new-product deals

From the start of launch work to the first companies saying yes. A two-year contract came next.

Line drawing of a circle, a square and two small circles joined by lines

Where the work started.

The founders built a good name and a big audience by doing excellent work and teaching what they knew. They couldn't yet see who in that audience was ready to talk, and the team had no shared way to run a structured sales call. Each person sold a little differently, and the founders still closed most big deals themselves.

What the team was left with.

The team sees everyone engaging with its content in one place, gets feedback on real calls in the tools it already uses, and runs the weekly outreach itself. Win rates went up, smaller projects close in about half the time, and the firm sold its first six-figure project of its kind.

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Writing, tools, and observations from our work.
Sent when we have something to share.

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We’ll respect your inbox. Because we don’t like spam either.

Keep in touch

Writing, tools, and observations from our work.
Sent when we have something to share.

Email address

We’ll respect your inbox. Because we don’t like spam either.