With no meaningful sales structure or growth system in place, Roots Automation approached ESI without a single non-referral client acquired to date. The goal was to build out a systematic approach to lead generation and customer acquisition

Although a VC-funded startup, the company had no sales experience and no technology in place. The organization relied on ESI to build out everything from scratch; from initial lead generation to CRM setup and marketing automation in order to raise additional funding

ESI started the engagement by building out a SDR function to generate demand from C-Suite financial services executives. This was followed by building a sales playbook, hiring the first Enterprise Account Executive, and redeveloping the marketing structure