Client Programs
Foundational Client
Designed to make an emerging organization look established and successful. Foundational elements may include brand image, message platform, media placement, website design and sales materials.
Foundational Client Characteristics:
- New portfolio company for private equity firm
- Organization seeking seed or Series A financing
- New business line
Focus Client
Created for organizations with a firm understanding of their clients, and with the sales and operational capacity to support their next phase of growth. Root3 engineers all aspects of a sales and marketing machine to accelerate lead generation at a pace that aligns with company growth goals and internal capacity.
Focus Client Characteristics:
- Having trouble reaching growth beyond referrals
- Emerging from pilot phase
- Seeking Series B financing
Scale Client
Designed for established organizations capable of efficiently and predictably sourcing, closing, and serving new business; doubling their number of clients would not put significant strain on their organization or compromise service. Root3 initiates a data-based sales and marketing program that increases the value per deal while lowering the cost per deal and shortening the sales cycle.
Scale Client Characteristics:
- Established process to source, nurture, and acquire clients
- Proven process for onboarding and serving new business
- Cost per deal is documented
Tactical Client
Created to support internal marketing and sales teams with key functions and tactics, ensuring alignment with marketing and business development strategy.
Tactical Client Characteristics:
- Aiming to decrease number of vendors
- Strengthening subject matter expertise
- Building an expanded team
“Working with Root3 is a dream. It’s so nice to have Root3 as our partners in crime in this new journey; we have our very own dream team. As our partnership evolves, we become more impressed by their team every day.”