Is your business reaching its full revenue potential? Our Revenue Growth Assessment provides a comprehensive evaluation of your go-to-market strategies, sales processes, and market opportunities to identify untapped revenue streams and areas for optimization.

How Does it work?

• Evaluates Current Performance: Analyze key metrics to understand what’s driving your revenue—and what’s holding it back.
• Identifies Growth Opportunities: Pinpoint high-value market segments, customer opportunities, and operational efficiencies.
• Delivers Actionable Insights: Receive tailored recommendations to align your strategy with measurable revenue growth goals.

With our data-driven insights, you’ll gain the clarity and direction needed to scale your business, improve profitability, and stay ahead in a competitive market.

Unlock the power of your marketing data with our Marketing Analytics Assessment. Designed to analyze 2 to 3 years of historical marketing data, this comprehensive assessment identifies your top-performing marketing channels and provides actionable insights to optimize future campaigns. By leveraging data from your CRM, website traffic, communication platforms (email, social media, etc.), and customer engagement metrics, we gain a holistic view of how your audience interacts with your brand. Our in-depth analysis uncovers trends, measures ROI, and pinpoints the channels that drive the most engagement, conversions, and customer lifetime value—empowering you to make data-driven decisions for maximum growth and efficiency.

From Underperformance to Precision Growth

The table above illustrates the starting point of a private equity-backed organization struggling with channel effectiveness and efficiency. Initial assessments revealed gaps in tracking and attribution, leaving stakeholders without the insights needed for data-driven decision-making.

Our first step was to connect fragmented data systems, mapping the entire customer journey from awareness to acquisition. This end-to-end visibility allowed for a comprehensive performance analysis across every channel.

The organization had explored Product-Led Growth (PLG) and allocated significant resources to events, digital campaigns, third-party partnerships, and outbound efforts. However, low funnel conversion rates and below-average customer value highlighted misaligned targeting and operational inefficiencies.

Following a full growth assessment, targeted initiatives were implemented to recalibrate efforts, optimize channel performance, and drive measurable results—paving the way for a year of transformative growth.

Year two demonstrated significant advancements, driven by a major transformational effort that utilized analytics to optimize both operational (opex) and capital expenditures (capex), expanded the team by hiring new talent, and launched strategic initiatives aimed at driving growth. While efforts in

product-led growth (PLG) continued, they were scaled back due to persistently lower per-customer value. This channel proved less impactful for the business, despite the development of SaaS application infrastructure to support the motion. Key achievements included:

• ICP Model Creation: Following an initial analysis, an ideal customer profile (ICP) model was developed, leading to a 3.17x increase in average customer revenue.
• New Customer MRR Growth: Monthly recurring revenue (MRR) from new customers grew by 12.5x year-over-year (YoY).
• Improved Funnel Conversion Rates: Lead-to-close funnel conversion rates surged by 332%.
• Channel Optimization: Changes in resource allocation, event selection, and lead qualification processes resulted in a 31x increase in MRR and a 3.5x improvement in conversion rates for the channel, despite a lower volume of qualified leads.
• 3rd-Party Marketing Enhancements: A shift in third-party marketing vendors and strategy delivered a 6.3x improvement in average revenue per customer.
• Outbound Marketing Success: Outbound efforts achieved an 8.3x improvement in MRR and a 3.1x increase in average customer revenue.
• BDR Efforts: Business development representatives (BDRs) drove a 14.8x increase in MRR and an 11x improvement in average customer revenue.
• Sales-Generated Efforts: Sales-driven initiatives contributed a 30.1x increase in MRR and a 3x improvement in average customer revenue.

These improvements collectively highlight the impact of strategic shifts, resource optimization, and data-driven decision-making on driving business growth.

Enhance your sales strategy with our Sales Analytics Assessment, designed to evaluate your sales team’s performance over the last 2 to 3 years. This comprehensive assessment benchmarks top performers and analyzes quota attainment, conversion rates, and activity levels such as call and email engagement. We also track growth trends to identify patterns and areas of opportunity. By highlighting high achievers and uncovering the behaviors that drive success, we help you optimize sales processes, improve coaching strategies, and drive better outcomes across your organization.

In this case, the organization had made a significant investment in expanding its sales team. While the incumbent team included high-performing individuals, the newly hired sales representatives were underperforming and inefficient.

A performance assessment was conducted to establish a baseline for current performance and to revise the strategy, identifying what needed to be achieved to meet the year’s performance goals.

This led to changes in resources, the sales process, territory design, and the implementation of a streamlined operating model for the new hires. To enhance effectiveness, the sales process was divided between teams. High-performing incumbents continued to handle the entire sales cycle, from stages 1 to 5, as this approach had proven successful. Meanwhile, the new hires were assigned responsibility for stages 1 to 3, with operational tasks for stages 4 and 5 being shifted to managers and sales support roles.

This restructuring improved both conversion rates and sales volume by ensuring that the right skills were applied at the appropriate stages of the funnel. At the same time, the increased headcount investment was leveraged to drive higher volumes. Off-sets were also utilized during the turnaround process, and as a result, the client experienced revenue growth from $7M to $22M over 2.5 years.

Maximize your revenue potential with our Funnel Optimization service, which combines insights from both our Marketing and Sales Analytics Assessments to identify key growth levers. By analyzing marketing channel performance, sales team effectiveness, and customer engagement trends, we pinpoint opportunities to enhance each stage of your funnel. From boosting lead generation to improving conversion rates, we provide a data-driven roadmap to optimize your entire sales process—driving growth and increasing overall efficiency.

In this example, the client had an experienced team of consistent performers delivering steady results. However, despite no significant internal or external changes, the team missed targets for two consecutive quarters.

The client required swift adjustments and had the resources in place to execute them. Additionally, the business model supported a higher transaction volume. Our assessment revealed that the funnel dynamics had shifted compared to prior quarters. Instead of a strong focus on high-value opportunities, the funnel became skewed toward a larger proportion of lower-value opportunities, ultimately leading to reduced revenues.

Since the existing funnel was still productive, we did not disqualify opportunities. Instead, we focused on creating accretive value across sales and marketing teams. New targets were set to increase per-customer revenue, and marketing teams launched new campaigns to boost transaction volume. The team’s efforts were split between focusing on high-value opportunities and high-volume opportunities to ensure comprehensive market coverage.

The primary reason for the revenue decline was an overemphasis on conversion rates without a holistic understanding of the company’s revenue composition. While higher-volume transactions convert at a higher rate, they represent only 44% of the value of a transaction. In contrast, Grade A opportunities , though converting at a lower rate, are worth more than 2x the value of a single high-volume transaction. This imbalance was identified as the key factor driving the revenue shortfall.

This strategic process leverages insights from our Marketing and Sales Assessments as well as our Funnel Optimization exercises to create a customized blueprint. We outline the activity volume, conversion rates, budgets, and resource allocation needed for your organization to meet its revenue goals. By combining historical data with in-depth performance analysis, we deliver actionable recommendations that empower your team to focus on the key activities that drive growth and success.

This client was on track to miss their annual budget target by approximately 15% and needed a rapid solution to get back on course. Despite having a well-structured process, consistent conversion metrics, steady performers, and operating in an unsaturated market, the shortfall was primarily caused by a funnel imbalance, with a higher proportion of lower-value opportunities compared to higher-value ones.

Our assessment identified that the fastest way to optimize the funnel was to refocus efforts on increasing Grade A, higher-value opportunities while bolstering the rest of the funnel through enhanced marketing initiatives. Additionally, a buffer was incorporated into the revised targets to help course-correct the current funnel and improve the likelihood of meeting the original budget goals.

Empower your team with our Strategic Executive Summary, a comprehensive operational blueprint that integrates insights from Marketing and Sales Assessments, Funnel Optimization, and Goal-Setting Exercises.

This executive-level report delivers clear and actionable recommendations for performance management, headcount planning, and budget optimization.

By aligning daily operations with long-term objectives, this summary equips leaders to effectively guide and coach their teams, make informed, data-driven decisions, and drive organizational growth. It ensures resources are utilized efficiently, enabling teams to meet their targets and achieve sustainable success.