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examples

Our clients' numbers are under NDA, so this library holds eight concept examples: situations we see often, the approach we would take and the one metric we would be judged on. None is a real client.

Industry

Metric

Showing all 8 concept examples.

A dev-tools company at $6M ARR

11 to 34 qualified meetings a month, in 2 quarters

The problem. Every meeting came from the founder's network, and the network was used up.

What we would do. A list built on three triggers (a new CTO, a SOC 2 project, a fast-growing GitHub org), three sequences, and AE hand-off within one business day.

Concept example, not a client. Dev tools, outbound program. Judged on meetings, measured in the client's own CRM, quarter against quarter.

A payroll software company at $11M ARR

0% to 18% of new revenue from partners, in 3 quarters

The problem. Accounting firms kept recommending the product, but nobody tracked it or paid for it.

What we would do. Forty firms scored by client overlap, a referral fee and a one-page agreement, twelve firms signed, deal registration in the CRM.

Concept example, not a client. HR tech, partner program. Judged on partner revenue, measured in the client's own CRM, quarter against quarter.

A freight-visibility platform at $4M ARR

14% to 23% win rate on qualified deals, in 2 quarters

The problem. Buyers compared it with spreadsheets and lost interest at the demo.

What we would do. Six shipper interviews moved the story from tracking to detention fees saved, then outbound to the people who pay those fees.

Concept example, not a client. Logistics software, positioning sprint and outbound. Judged on win rate, measured in the client's own CRM, quarter against quarter.

A treasury software company at $15M ARR

31% to 6% off forecast at quarter end, in 2 quarters

The problem. The board stopped trusting the forecast after two missed quarters.

What we would do. Deal stages tied to buyer actions, a source on every deal, and a Monday review run from one dashboard.

Concept example, not a client. Fintech, revops foundation. Judged on forecast accuracy, measured in the client's own CRM, quarter against quarter.

A clinic scheduling platform at $3M ARR

9% to 27% of pipeline from inbound, in 3 quarters

The problem. Practice managers had never heard of them, so outbound replies were cold.

What we would do. A weekly founder post on no-show rates, a long article every two weeks, and the three best pieces turned into sales one-pagers.

Concept example, not a client. Healthtech, content engine. Judged on pipeline, measured in the client's own CRM, quarter against quarter.

An HR analytics product at $8M ARR

94 to 61 days from first meeting to signed, in 2 quarters

The problem. Deals stalled for weeks waiting for a finance sign-off nobody had planned for.

What we would do. Sequences that reached the CFO in week one, with a cost case the champion could forward.

Concept example, not a client. HR tech, outbound program. Judged on sales cycle, measured in the client's own CRM, quarter against quarter.

A marketing-attribution tool at $5M ARR

0 to 9 partner-referred meetings a month, in 3 quarters

The problem. Agencies used the tool for clients but had no reason to bring it up.

What we would do. An agency tier with a revenue share, a co-branded report, and a quarterly partner call.

Concept example, not a client. Martech, partner program. Judged on meetings, measured in the client's own CRM, quarter against quarter.

A B2B payments API at $19M ARR

$1.1M to $2.9M new pipeline a quarter, in 3 quarters

The problem. Four SDRs, four ways of working, and no idea which accounts were worth the time.

What we would do. One shared account list, one scoring model, sequences tested two at a time, and attribution the CFO signed off.

Concept example, not a client. Fintech, outbound and revops. Judged on pipeline, measured in the client's own CRM, quarter against quarter.

Is your situation here?

Tell us which example is closest. The scoping call starts from it.

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Concept build for a fictional brand. Names, prices and numbers are illustrations. Built by Jefi Studio.