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GTM Harmony and Pipeline Predictability 
Case Study

Client Overview

This FinTech startup is a B2B SaaS provider offering an end-to-end lending management solution.  They cater to a range of financial institutions, from traditional banks to alternative lenders, enabling them to automate and streamline their lending processes.  Their platform covers the entire loan lifecycle, from origination and underwriting to servicing and collections. 

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Challenge

Launching a B2B FinTech product is like navigating a minefield.  This startup, while innovative, found themselves in familiar territory: a chaotic early launch, misaligned teams, and a GTM strategy that resembled a Jackson Pollock painting more than a roadmap.  Their product packaging strategy was a mess – should they tier pricing or focus on industry-specific offerings?  Marketing spend was high with little return, sales and marketing were speaking different languages (or not speaking at all), and product development was happening in a vacuum.  Sound familiar?  They lacked a clearly defined Ideal Customer Profile (ICP), which meant they were essentially throwing spaghetti at the wall and hoping something stuck.

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Solution

LaunchWave Consulting stepped in to bring order to the chaos.  Our approach was holistic, focusing on aligning Sales, Marketing, and Product around a new GTM operational infrastructure.  We didn't just tweak things; we rebuilt the engine. 

Accomplishments

GTM Infrastructure Overhaul

We facilitated the creation of a streamlined GTM operational infrastructure, improving functionality and establishing clear communication channels. This enabled the successful completion of multiple cross-functional projects, fostering collaboration and efficiency.

Marketing Optimization

We scrutinized marketing expenses and identified areas of waste, resulting in annual savings of $95,000. That's money back in the budget for growth initiatives

RevOps Foundation

We built a RevOps function from the ground up, implementing operational frameworks within Salesforce and Pardot. This provided the data-driven insights needed to make informed decisions.

ICP Definition

Through a comprehensive Target Audience exercise, we defined the startup's global book of business, developed target personas, and crafted a new strategic messaging framework. Knowing your customer is half the battle, and now they did.

Product-Market Fit Revolution

We spearheaded a major Product, Packaging, and Pricing project, leading to a complete restructuring of their product-market fit. This resulted in increased traffic, higher quality leads, and a more predictable pipeline.

Results

The impact of our intervention was significant.  The FinTech startup now has:

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  • A unified GTM strategy

  • Optimized marketing spend and a clear ROI

  • A functional RevOps engine driving data-informed decisions

  • A clearly defined ICP and targeted messaging

  • A refined product packaging and pricing strategy that resonates with the market

  • Increased traffic, qualified leads, and a predictable sales pipeline
     

Conclusion

For early-stage B2B SaaS companies, a well-defined GTM strategy is crucial for survival and growth.  This FinTech startup's transformation demonstrates the power of alignment, optimization, and a data-driven approach.  LaunchWave Consulting can help you navigate the complexities of the market and achieve your revenue goals.

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Ready to transform your GTM strategy?  Contact us today for a free consultation.
 

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