Project overview
Summary
Key outcome
Enterprise opportunities and pipeline value at $200K+ ACV targets through account penetration
Before
The challenge
Sporadic meetings, inconsistent pipeline
The company relied on referrals and trade shows. Leads would pour in at events, but after the handshakes and business cards, most conversations fizzled out. There was no structured follow-up, and the founder-led sales grind meant C-levels and tech leads were handling sales calls alongside their core responsibilities. In the enterprise market segment, there were more urgent priorities like legal, hiring & training, RFIs & RFPs, and product development. Their messaging, packed with technical jargon, rarely resonated with the business decision-makers who held the budgets. The result? A pipeline that was completely unpredictable.
After
The new reality
1-2 meetings/week, $200K+ ACV
We built a clear GTM playbook and systematic account penetration. Outreach became consistent, targeted, and narrative-driven. Sales and marketing spoke the same language, and the value proposition clicked with technical and business audiences. We worked warm and cold enterprise opportunities with disciplined follow-up, with a path to scale discovery support. Instead of hoping for the next big deal, they now had a steady flow of qualified buying conversations with $200K+ ACV potential accounts and a story that sold itself.
WHAT WE DID
GTM & Positioning
Reframed positioning from technical features to business outcomes, mapped three core ICPs, and created customer success stories with quantifiable results.
ABM & Pipeline
Worked side-by-side to sharpen content, build targeted lead lists, and launch a multi-touch outbound system that started conversations.
Brand & Authority
Proof and credibility so insurance decision-makers see them as the trusted choice for underwriting and compliance.
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