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Case Study: WalletFi

B2B FinTech company, selling into Community Bank and Credit Unions.

Solving the problem of identifying & updating subscription services in an intuitive manner.

WalletFi logo

20% better prospect

qualification at the top of the sales funnel

Venture financing was raised

with the repeatable sales process highlighted

“In a short period of time, Stack was able to organize my sales and GTM processes to cut out the noise and help us focus on the true, key drivers of our growth.”

Marc Miller
Founder & CEO

WalletFi logo

The Challenge

The sales process did not have a home, lived mostly in the CEO’s head.

A process was not being followed, nor could a repeatable sales story be told to investors.

How We Helped

What Stack was hired to do

  • Define, document, organize & optimize a repeatable process
  • Ensure the process was able to be practically used internally & with investors

Area of Focus

  • Sales Document Review, Ideal Client Profiles
  • Sales Cycle Mapping, Sales Framework Audit

Results

  • 20% better prospect qualification at the top of the sales funnel
  • Venture financing was raised with the repeatable sales process highlighted

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