Optimise Your Revenue Flow
For B2B SaaS Vendors. We pinpoint and fix the issues in your onboarding architecture to ensure your accounting partners actively adopt and use your software.
The "Activation Gap" Reality
Sales volume does not equal usage. Vendors fail because they treat implementation as a technical task, ignoring the behavioural inertia of accounting firms.
The Stalled Majority
A massive percentage of your signed partner base is "stalled." They signed the contract but never completed the onboarding or actively rolled out the software to their clients.
The Path of Least Resistance
Accountants default to legacy habits (like spreadsheets) for complex work. They use new software for basic tasks, leaving your most valuable features untouched.
The Internal Alignment Gap
Sales teams are incentivized to hand over partners quickly, creating a "churn factory" where customer success teams are left to manage accounts that aren't ready to grow.
The Resource Trap
You can't afford to offer white-glove service to everyone. Attempting to scale personalized training with limited headcount leads to inconsistent adoption and high churn.
Our Interventions
We use our 20 years of experience and proven behavioural science frameworks to diagnose problems and design interventions.
Step 1Activation Audit
A short initial diagnostic engagement delivering a comprehensive report, highlighting your revenue leaks and recommendations to fix them.
The audit can involve different activities, depending on the level of audit selected:
- Start-up Audit
- Scale-up Audit
- Enterprise Audit
Step 2Implementation Projects
After your audit, you'll always have the choice to execute on the recommendations yourself, but you can also engage our expert team and carefully selected partners to deliver on the proposed interventions for you.
Our range of services include:
- Process Design
- Behavioural Design
- Team Training or Coaching
- Direct Intervention with Key Accounts
- Development of Digital Assets
- Sales Enablement
Step 3Growth Retainer
If we both enjoy working with each other - and there's enough work to do - there is the option to work together more deeply through a regular, retained engagement.
This allows us to integrate deeper into your team and processes - as well as monitor our interventions and adopt a mindset of continuous improvement.
Some example use cases for this engagement are:
- Fractional Head of Activation
- Scaled Video Execution
- Continuous Optimisation
Ready to fix your channel sales?
Don't let another signed partner become a dormant statistic.
Let's optimise your Revenue Flow.