A pipeline that finally matched the product.

Project Overview

Client

Alto

Industry

Fintech

Service

Revenue Operations

Timeline

5 Months

The Challenge

Demand was there. The system wasn’t.

Alto’s payments platform was winning attention, but leads moved through disconnected tools and manual handoffs. Forecasts were guesswork, and the sales team spent its time on the wrong deals.

The Approach

Data

We audited every stage of the funnel and rebuilt the data model behind it.

Data

We audited every stage of the funnel and rebuilt the data model behind it.

Process

We redesigned the handoffs between marketing, sales, and customer success.

Process

We redesigned the handoffs between marketing, sales, and customer success.

Systems

We consolidated the CRM and automated qualification and routing.

Systems

We consolidated the CRM and automated qualification and routing.

Rhythm

We introduced a weekly revenue cadence the whole team could run.

Rhythm

We introduced a weekly revenue cadence the whole team could run.

Results

2.4×

Pipeline Growth

36%

Better Forecast Accuracy

19 days

Shorter Sales Cycle

The Impact

Revenue became predictable — and repeatable.

Alto now runs one revenue system instead of five, and leadership plans with numbers the whole company trusts.

Testimonial

“For the first time, our pipeline tells us the truth.”

Daniel Brooks

COO, Alto

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