Great outcomes come from great collaboration
We don't win with rinse-and-repeat playbooks.
ADVISE | EXPERIMENT
Need
Atrix needed help generating new business and moving relationship-sourced pharma deals through a long enterprise mid-funnel.
Results
Tested cold outbound, then redirected efforts into trade shows + executive dinners (leading to $5m+ in pipeline). Deal management led to two Fortune 500 pharma contracts.
Engagement
4 months → 9 months
Internal Partners
CEO, GTM Lead, Head of Sales
ADVISE | EXPERIMENT | CLOSE
Need
Validate whether B2B provider referrals could become a repeatable acquisition channel. The alternative was five hires fully loaded for Year 1.
Results
Activated 15 health systems and independent practices including Advocate, Sutter, Baylor Scott & White, and Memorial Hermann. Documented the systems so Berry Street could run the motion internally.
Engagement
3 months → 6 months, transitioned in-house
Internal Partners
Founder, Product, Clinical Director
ADVISE | EXPERIMENT | CLOSE
Need
Test creating a referral channel from residential treatment centers into virtual outpatient gambling care. Referrals were arriving by accident.
Results
Ran a three-month test into residential facilities across five states, identifying 21 viable partners. We recommended not investing into the motion further due to cost.
Engagement
3 months
Internal Partners
CEO, GTM Lead, Head of Sales
EXPERIMENT
Need
Test whether a top-down corporate channel could generate facility-level pipeline, before building a team around it.
Results
Four months of live selling showed corporate parents were cutting agency spend, not opening doors. Clipboard avoided the headcount instead of discovering the same answer a year later.
Engagement
4 months, closed by recommendation
Internal Partners
Head of Sales
EXPERIMENT
Need
Generating sufficient demand from nurse practioner-led practices to launch a first-of-its-kind Accountable Care Organization
Results
Opened 54 opportunities across 16 weeks, Exceeded enrollment milestone by 40% within first 4 month engagement. Expanded scope to drive adoption of new products within the Duet ecosytem.
Engagement
4 Months → 10 Months
Internal Partners
C-Suite (Revenue, Marketing, Finance, Product)
ADVISE | EXPERIMENT | CLOSE
Need
Expand footprint within Fortune 500 company, testing the first dedicated account expansion motion
Outcome
Increased footprint by 30% in 4 months. Expanded to 18-month engagement and took over the entire revenue + onboarding motion. Increased ACV of new product by 80% while maintaining fouder-led close %.
Engagement
6 months → 18 months
Internal Partners
C-Suite (Revenue Marketing, Product)
ADVISE | EXPERIMENT | CLOSE
Need
Close gap to EOY target in Q4.
Results
Ran subset of pipeline. Reduced sales cycle by 35% and closed $500k in Q4 contracts → Expanded scope to run all revenue. Designed org chart and onboarded new VP of Sales. ARR tripled. $24M Series A .
Engagement
4 months → 15 months
Internal Partners
CEO, COO, Whole Revenue Team
EXPERIMENT
Need
No outbound motion. Founder-led selling into SMB independent insurance agencies, with no list, no script, and no way to book demos.
Results
Built the outbound function from zero: list sourcing and enrichment, cold-call playbook, CRM buildout, then onboarded PolicyLift's first AE hire to run it.
Engagement
3 months, onboarded replacement
Internal Partners
CEO, Foiunding AE
ADVISE | CLOSE
Need
Sales motion built for founder-closed deals, not for the volume the 2026 targets required. No repeatable buyer journey, stalled deals with no diagnosis, and a Head of Sales departing mid-engagement.
Results
Contact-form conversion doubled. Built the ROI calculator, buyer enablement materials, buyer journey audit, and pricing framework now used in live deals. Expanded to 9 months and closing in new verticals.
Engagement
4 months → 9 months
Internal Partners
CEO, GTM Lead, Head of Sales
PARTNER WITH US