$0 to $35M Pipeline in 6 Months

The Challenge

Roots was a well-funded startup targeting a very specific and painful objective: automate insurance companies' back-office and administrative tasks. While VC-backed, the company didn't have the capital or desire to hire dozens of sales and marketing professionals. That made growth extremely difficult when incumbents had billions to spend on marketing inferior technology. Leadership was expert at complex cognitive automation in insurance - but not at automating enterprise sales.

Our Solution

Revenue Institute started by learning the Roots business intimately - automating an enterprise sales cycle requires understanding every nuance of it first. Revenue Institute acted as an outbound sales function, from lead generation through negotiating and closing Roots' first Fortune 100 customer, Liberty Mutual. After this initial period, Revenue Institute developed custom BDR, Ops, Intel, and Marketing Agents that could identify in-market prospects and reach out in ways that resonated with C-Suite insurance executives. This resulted in filling the calendars of Chaz and leadership to the point that they needed to hire a VP of Enterprise Sales and build a team of high-level closers.

The Results