Building a synchronised gwoth engine for a CEO-focused consulting & AI platform

166%

Increase in New Requests

80%

Increase in Booked Meetings

50%

Decrease in Cost per Lead

30%

Improvement in Sales Efficiency

Strategy

Technical

Content & SEO

the challenge

Managing Dual Go-To-Market Motions Under One Brand

The Journey Platform, a VC-backed firm, faced the complex task of scaling two distinct business models: premium CEO consulting (CaaS) and an AI-powered SaaS assistant. This dual offering created significant operational friction, as each line required a unique sales funnel and buyer journey. The challenge was to align marketing, sales, and RevOps into a single, synchronized system that could build trust with high-level executives while remaining flexible enough for rapid, investor-driven growth.

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Client

The Journey

Industry

B2B Technology SaaS

Project kick-off

June 2024

Services

Integrating Operations for Unified Growth

client Goals

Funnel Segmentation: Enable clearly defined sales processes for CaaS and SaaS with tailored customer experiences.

Infrastructure Unification: Build a CRM and RevOps foundation to centralize data across both business lines.

High-Intent Demand: Establish structured nurturing and booking flows specifically designed to convert CEO-level decision-makers.

the solution

Building a Scalable Growth Infrastructure

We took a holistic approach, combining design, tech, operations, and strategy to deliver a growth-ready platform. All these services were deeply synchronized: our teams worked jointly to ensure that each piece supported the others.

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RevOps Strategy

We designed a RevOps framework to support both CaaS and SaaS business models, ensuring smooth lead flow, structured pipelines, and synchronized data across marketing and sales.

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HubSpot Implementation

We implemented HubSpot as the central system for lead capture, nurturing, CRM pipelines, and performance tracking, unifying all operations within a single platform.

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Web Design

We created the website structure, wireframes, and user experience to clearly present and differentiate the consulting and software offerings under one cohesive brand.

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Web Development

We built a flexible and stable website platform that supports both product lines and allows easy content management as the business evolves.

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SEO Strategy

We defined a long-term SEO roadmap covering content, technical optimization, and keyword targeting to strengthen visibility and domain authority.

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LinkedIn Аds

We developed a LinkedIn strategy focused on executive positioning, thought leadership, and targeted outreach to engage CEOs and drive high-value B2B demand.

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their success

Building Momentum Across Consulting and Software

The digital transformation successfully validated the dual-product approach, providing the efficiency and scalability needed to manage multiple investment rounds.

Massive Lead Surge: Achieved a 166% increase in new requests, demonstrating strong demand across both consulting and software segments.

High-Conversion Meetings: Realized an 80% increase in booked meetings by converting qualified leads into high-value conversations.

Drastic Cost Efficiency: Cut the cost per lead by 50% through refined targeting and optimized funnel architecture.

Operational Velocity: Improved sales efficiency by 30%, streamlining the lead-to-close process via automated workflows.