Client Workspace
Each SME client's full revenue context, in one place.
Northwind Logistics
Logistics
- Target ICP
- Mid-market 3PL providers
- Revenue goal
- $3.2M ARR
- Team structure
- 8 reps
- Account director
- Sarah Chen
- Active campaigns
- 4
- CRM
- HubSpot — connected
Weekly optimisation note
Reallocate spend toward higher-converting DACH segment; promote SDR Lucas to AE coverage trial.
Atlas FinTech
Financial Services
- Target ICP
- SMB CFOs in EU
- Revenue goal
- $5.0M ARR
- Team structure
- 12 reps
- Account director
- Marcus Wells
- Active campaigns
- 6
- CRM
- HubSpot — connected
Weekly optimisation note
Reallocate spend toward higher-converting DACH segment; promote SDR Lucas to AE coverage trial.
Brightline Health
Healthcare
- Target ICP
- Outpatient clinics
- Revenue goal
- $1.8M ARR
- Team structure
- 5 reps
- Account director
- Priya Anand
- Active campaigns
- 2
- CRM
- HubSpot — connected
Weekly optimisation note
Reallocate spend toward higher-converting DACH segment; promote SDR Lucas to AE coverage trial.
Quanta Robotics
Industrial
- Target ICP
- Warehouse ops directors
- Revenue goal
- $4.5M ARR
- Team structure
- 9 reps
- Account director
- Sarah Chen
- Active campaigns
- 5
- CRM
- HubSpot — connected
Weekly optimisation note
Reallocate spend toward higher-converting DACH segment; promote SDR Lucas to AE coverage trial.
Vertex Studios
Creative SaaS
- Target ICP
- Agency founders
- Revenue goal
- $2.4M ARR
- Team structure
- 6 reps
- Account director
- Marcus Wells
- Active campaigns
- 3
- CRM
- HubSpot — connected
Weekly optimisation note
Reallocate spend toward higher-converting DACH segment; promote SDR Lucas to AE coverage trial.
