Case Study: GTM Overhaul for Early-Stage Startup

Lead Conversion | SDR Playbook | HubSpot Optimization

The Opportunity

An early-stage software company struggled to convert inbound interest into sales meetings. Founders needed help building a process from scratch.

Our Role

We supported their go-to-market foundation:

✔️ SDR Playbook Development
Created outbound messaging templates, objection handling trees, and meeting qualification logic.

✔️ CRM Optimization
Cleaned and restructured HubSpot setup to track activity, follow-ups, and lead velocity.

✔️ Messaging Strategy
A/B tested LinkedIn and email copy to increase connection and reply rates, embedding product relevance in every touchpoint.

The Outcome

The team increased lead-to-meeting conversion by 30% and now runs a structured outreach motion to support early revenue growth.

Snapshot

• Sector: Early-Stage SaaS

• Client Type: Founding Team

• Our Work: SDR Strategy · CRM Setup · Copy Testing