Fintech
Strategy & Growth
Sharpening go-to-market for a fast-growing fintech
Client
Ledgerly
3.1×
qualified pipeline in two quarters
−35%
customer acquisition cost
4 months
Engagement length
Project details
Client
Ledgerly
Industry
Fintech
Service
Strategy & Growth
Duration
4 months
A B2B payments startup had strong product reviews but a stalling pipeline. We narrowed its focus to two segments and rebuilt the sales motion around them.
01
The challenge
Ledgerly was selling to everyone from freelancers to enterprises. Marketing spend was rising, sales cycles were getting longer and the team couldn’t agree on who the ideal customer actually was.
02
Our approach
We analyzed two years of deals to find where Ledgerly won fastest and kept customers longest. That pointed to two clear segments. We rebuilt messaging, pricing tiers and the sales playbook around them, then ran a six-week pilot before rolling out.
03
The results
Qualified pipeline up 3.1× in two quarters
Customer acquisition cost down 35%
Average sales cycle shortened from 74 to 41 days
A one-page positioning the whole company now uses
They helped us say no to the wrong customers, which is exactly how we found more of the right ones.
Maya Chen
CEO, Ledgerly
More Case Studies
More results like this
Get Started
Book your free consultation.
Tell us where you want to be in 12 months. In 30 minutes we’ll show you where we’d start and what it could be worth.
30-minute call
No obligation, no sales pitch.
Reply within 24 hours
From a partner, not a bot.
Confidential from day one
NDA available before we talk.