Client Programs

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

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

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

The Root3 executive team is available in an advisory role for organizations who require outside expertise. 

Advisory Services Include:

• Sales and marketing strategy 
• Talent evaluation
• Market opportunity assessment