Roots Automation

With no meaningful sales structure or growth system in place, Roots Automation approached Revenue Institute without a single non-referral client acquired to date. The goal was to build out a systematic approach to lead generation and customer acquisition

Although a VC-funded startup, the company had no sales experience and no technology in place. The organization relied on Revenue Institute to build out everything from scratch; from initial lead generation to CRM setup and marketing automation in order to raise additional funding

Revenue Institute started the engagement by building out a SDR function to generate demand from C-Suite financial services executives. This was followed by building a sales playbook, hiring the first Enterprise Account Executive, and redeveloping the marketing structure

Revenue Institute was able to develop a pipeline of $0 to $35 in 6months in tandem with Roots leadership

Across two rounds of funding, Roots was able to raise$10.7M in less than 1 year due to the pipeline built

Our team engaged Roots as they hired employee #10,which resulted in 50+ more hires in one year