PE Portfolio Company – $6M to $22M/year

‍Overview

A private‑equity firm rolled up three B2B service businesses but was flying blind: three CRMs, three sales teams, zero cross‑visibility. They needed a single, scalable sales engine that would let the portfolio operate as one high‑performance unit.

Our Approach

1. Sales Process Unification
   • Audited each company’s funnel metrics and buyer journey.
   • Merged all data into a single Salesforce org with standard deal stages, lifecycle rules, and reporting hierarchy.
2. Multi‑Brand Outbound Engine
   • Built a shared SDR pod serving all three brands with brand‑specific messaging.
   • Deployed cold‑email, direct‑mail, and LinkedIn cadences via Apollo + Clay, fully synced to Salesforce.
3. AI Automation Layer
   • Implemented an AI SDR to triage and qualify inbound leads 24/7.
   • Dynamic routing based on ICP score, engagement, and time zone.
   • Automated follow‑ups triggered by CTA clicks, demo attendance, and objections.
4. Revenue Expansion Tactics
   • Cross‑sell campaigns leveraging shared client lists across brands.
   • Upsell automations embedded in CRM workflows.
   • Rolled out lead‑to‑close dashboards per brand plus an executive summary for PE partners.

Results After 14 Months

• Annual revenue surged from $6 M → $22 M.
• $8.4 M in pipeline sourced directly from outbound during year one.
• Average client LTV quadrupled through systematic upsells and cross‑sells.
• Real‑time dashboards now power monthly board reviews.
• Sales teams across all brands operate on shared playbooks, metrics, and KPIs.