U.S. Tax Credit Processing Company
Fintech · United States
Revenue generated in under 3 months
Industry
Fintech
Country
United States
Category
Revenue Automation
What they needed
A US fintech specializing in business tax credit processing needed to scale revenue operations fast. They had no intelligent website for partner registration, no optimized CRM, no structured lead capture or contract closure, no automated outreach, two new salespeople with no onboarding process, and inefficient follow-up with zero automated reminders.
- No intelligent website for partner/client registration
- No optimized CRM for prospect management
- Missing lead capture and contract closure flows
- No automated LinkedIn and email outreach
- Two new salespeople without onboarding methodology
- Inefficient manual follow-up
How we fixed it
We designed a comprehensive revenue automation system end-to-end: intelligent webpage with automated partner registration, lead capture integrated with DocuSign for contract automation and payments, synchronized marketing/sales campaigns with segmented prospecting databases, automated LinkedIn and email campaigns, and a structured onboarding process for sales reps with CRM notifications and pipeline task reminders.
- Intelligent webpage with auto partner/client registration
- DocuSign-integrated contract flow + payments
- Segmented prospecting databases
- Automated LinkedIn + email campaigns
- Sales rep onboarding with automated CRM alerts
- Fully integrated CRM with pipeline task reminders
Measurable outcomes
Revenue in under 3 months
New clients closed
Contract automation coverage
Days to full system live
“They were fast to understand the business and have impressive knowledge in integrations and automation. We needed it being a small team. They made everything easier.”
Biz
Founder
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