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.
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.”
Founder & CEO
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
- 20% better prospect qualification at the top of the sales funnel
- Venture financing was raised with the repeatable sales process highlighted