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ICP identification and GTM motion for financial services SaaS

Capcade is a collaboration software designed to relieve the friction in cross-entity workflows and information sharing, purpose built to meet the rigorous compliance requirements in financial services.

ABOUT
SECTOR
Financial Services
Services required
1 BDR + PRO GTM motion
Company Size
51-200

The Brief

Capcade took on Pipeline to generate traction in the the UK financial services market and also to suppport them in refining their ICP and messaging. The brief included working with the Capcade team collaboratively to experiment and analyse what is working and what is less productive.

Our Solution

Utilising 1 BDR and our PRO GTM Motion, with an iterative approach focused on continuous testing and refinement. Looking to optimise messaging, targeting, and outbound strategy month-by-month.

The Results

This engagement has been highly successful in terms of the original brief; the client now has a very clear picture of their real ICP and Pipeline consistently generates new logo commercial opportunities.