Case Study: BridgeFT
B2B FinTech company, selling into RIAs, Wealth Managers, Family Offices and Broker Dealers.
Solving the problem of data and portfolio management + client reporting in an efficient manner.
in client base over three years
Series A Funding
raised off the back of the sales growth
Founder & CEO
The ChallengeThey were a founder-led sales organization and wanted to scale their sales team. The details of the sales process were in the founder’s head, and they needed to change this to grow.
How We HelpedWhat Stack was hired to do
- Define, document, organize & optimize a repeatable process & sales messaging
- Ensure this process was embedded into new sales hires
- Sales Document Review, Ideal Client Profiles, Sales Cycle Mapping, Sales Framework Audit
- Sales Playbook Creation, Sales Messaging, Question Bank, Sales Gate Creation
- 10x growth in client base over three years
- Series A Funding raised off the back of the sales growth