CASE STUDY
Synchronizing scale: Redesigning go-to-market for a growing fintech platform
IMPACT SUMMARY
↑
0
M
Quarterly pipeline growth
Attributed to coordinated campaign and sales execution
↑
0
X
Funnel velocity improvement
Sales cycle cut from 120 to 30 days
↓
0
%
Lead-to-close conversion
Seamless handoffs and clearer ICP targeting
↑
0
K
Qualified leads per quarter
Driven by realigned messaging and improved lead scoring
Project Snapshot
A fast-scaling fintech platform offering real-time credit analytics was experiencing growing pains. With fragmented channel strategies and siloed campaign execution, their marketing and sales teams struggled to adapt to expansion across new markets. Conversion bottlenecks, misaligned handoffs, and missed timing on high-intent leads exposed the cracks in their existing GTM motion. Leadership needed a system that could scale with their velocity—without compromising personalization or precision.
Our Solution
We re-architected their GTM system from the ground up—starting with a blueprint that mapped revenue stages, segmented audiences, and clarified channel roles. AI agents simulated buying journeys to flag handoff delays and scoring mismatches. We realigned CRM logic, refreshed campaign workflows, and embedded real-time performance feedback loops across the stack. The result: a tightly orchestrated GTM engine that moves as fast as their product roadmap, with precision across every channel and team.
SERVICE MIX
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Move past the hype. Get real world results – fast.
Move past the hype.
Get real world results – fast.