Objectives

GenerationCFO has spent years building up its community and reputation as the go-to resource for finance professionals looking for the best content. The client’s sales function was limited and we were tasked with a consultancy piece, followed by a Sales-as-a-Service engagement.

Our Approach

We conducted a full audit of the client’s existing sales setup and quickly introduced the fundamentals needed for a solid sales campaign (including processes, data capture & analysis, sales materials and a strong ICP). Once the sales engine was ready, we launched an email campaign to drive awareness, we followed up the email communications with a phone-based campaign to secure sales pitches.

Insights

We massively increased the sales efficiency and helped the client to leverage the excellent brand reputation.