~$1 Million in New Recurring Revenue in First Year

Customer Objective

  • Develop pipeline of qualified opportunities for Kareo’s Field Sales team
  • Efficiently qualify inbound sales opportunities + generate new recurring revenue streams
  • Ensure end-to-end coverage of inbound customer support inquiries

Partnership Execution

  • Quickly ramped highly skilled N3 sales team on Kareo offerings, ensuring sales focus while enabling product support
  • Developed diversified sales and technical messaging and positioning to address various buyer and customer profiles
  • Identified and qualified new recurring revenue opportunities and set appointments for Kareo’s Sales representatives

Partnership Results


Increase in Average Deal Size


Pipeline Goal Attainment


Coverage of All Inbound Inquiries