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Case Study · AI Startup · FinTech & TaxTech

A massive revenue increase from an existing funnel.

An AI startup in the FinTech and TaxTech space was aiming for 20% month-over-month growth, but couldn't close enough deals reliably. The ad and social media funnel was leaky, with a no-show rate of up to 50% and weak lead quality. That was the starting point we set out to change.

Client
AI startup in FinTech & TaxTech
Goal
20% MoM growth
Engagement
4 months
Scope
Funnel optimization & closing
>200k
New ARR in 3 months
around 30%
Of total company revenue
0 EUR
Additional ad spend
Starting point

An ambitious growth target, held back by a leaky funnel

The company was aiming for 20% month-over-month growth. Demand wasn't the issue: the ad and social media funnel produced volume. The problem was everything that happened after the click. Too many booked calls never happened, lead quality was inconsistent, and the deals that did make it to a call weren't being closed reliably.

Challenge

A no-show rate of up to 50% and weak lead quality

The funnel leaked at every stage. Up to half of all booked calls ended as no-shows, so a large share of paid demand simply evaporated before a conversation could even happen. On top of that, the leads that did show up were often a poor fit, and there was no reliable closing process to turn the good ones into revenue. The result was a funnel that looked busy on paper but converted far below its potential.

Approach

Fix the funnel, then own the closing

We worked on two fronts at once. First, we tightened the funnel to stop the leaks: better qualification so the right leads came through, and a reminder and confirmation process to bring the no-show rate down and protect the demand that was already being paid for. Second, we took over the closing directly, with clear responsibility for the sales calls. Clean objection handling and a structured follow-up through to the decision, so the leads that showed up were carried through to the finish at a consistent quality.

Result

Over 200,000 EUR in new ARR in 3 months

With the funnel tightened and the closing owned end to end, more than 200,000 EUR in new ARR was closed in three months. That amounted to around 30 percent of the company's total revenue. The closing rate rose clearly above the previous average, and all of it was achieved without a single euro of additional ad spend. The same demand simply converted far better.

Takeaway

The company didn't have a demand problem. It had a leak-and-closing problem.

A funnel that produces volume still needs to hold that volume and convert it. Fix the leaks, then close consistently, and the same spend turns into far more revenue.

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