Who We Serve
We work with growth-stage B2B companies that are planning to scale—new markets, new products, upmarket moves—and need revenue systems ready for that next level. You've built something successful. Now you need systems that can take you further without requiring an enterprise budget or burning everything down.
We specialize in industries where we've been in the seat: B2B SaaS, fintech, professional services, and HCM/payroll. If you're a CEO or revenue leader at a company doing $2M–$30M ARR and your growth plans require more than what got you here, you're in the right place.
B2B SaaS
You're planning to expand—new markets, new ICPs, or moving upmarket—and you know your current revenue systems won't scale without some work. Maybe marketing and sales aren't aligned, partnerships aren't producing, or leads are falling through the cracks. You don't want a cookie-cutter enterprise playbook from ex-Google. You need someone who knows how to build systems for scrappy teams with real-world budgets.
We've been there. We've built go-to-market systems for B2B SaaS companies at your stage, and we know what it takes to increase revenue and profit without burning cash on headcount you don't need yet.
Fintech
You're navigating complex compliance requirements while trying to grow, and you need revenue systems that work within those constraints. Your growth plans might include new product launches, geographic expansion, or enterprise sales—but you can't just throw money at the problem. You need right-sized systems that scale without requiring an army of people or a massive budget increase.
We've been there. Our founder co-founded a fintech startup and took it to MVP. We know what it's like to build with limited resources while operating under strict regulatory requirements. We work with SOC-audited financial services clients and understand what it takes to grow responsibly.
Professional Services
You've built a successful firm, and now you're planning the next phase—maybe it's geographic expansion, new service lines, or transitioning from founder-led sales to a scalable sales function. You don't need another consultant telling you what to do. You need someone who understands professional services firms and can help you build revenue systems that work for your business model.
We've been there. We've worked with professional services firms that need to professionalize their revenue operations without losing what makes them special. We keep what works, tweak what's needed, and add what's missing—no burning everything down.
HCM, Payroll & Financial Services
You're competing against ADP, Paychex, or other industry giants, and you need to differentiate without outspending them. Maybe you're a regional payroll provider ready to expand, an HCM platform preparing for your next growth phase, or a financial services firm looking to scale client acquisition. You don't need generic sales coaching—you need someone who understands your industry and can help you stand out.
We've been there. Our team includes a former payroll industry insider who knows how to help growing providers compete against the big players. We've built revenue systems specifically for payroll, HCM, and financial services companies that need to grow efficiently within tight margins.
