The Challenge: Setter-Closer Chaos (A Problem US Sales Teams Know Too Well)
This case comes from a European telemedical agency, but the problem is identical to what we see with US healthtech and professional services firms: brilliant CRM systems that nobody uses properly because the internal communication is broken.
The US angle? Healthcare sales in the US require careful compliance (HIPAA regulations for patient data, CCPA-compliant consent tracking, insurance procurement cycles). When setters and closers aren't aligned, deals die in committee approval stages—a uniquely painful US B2B problem.
Key Issues (Sound Familiar?)
- Communication Gaps: Setters and closers played phone tag constantly. "Did you qualify budget?" "What did they say about timeline?" Delays killed momentum.
- Inefficient Calling System: No power dialer, no call recording, no way to hand off context between setter → closer. US buyers hate repeating themselves.
- Outdated Lead Scraping: Manual LinkedIn scraping couldn't compete with US competitors using AI-powered prospecting (LinkedIn data, LinkedIn Sales Nav, intent signals).
- Technical Knowledge Gaps: The team had great CRMs but zero training. Sound familiar, US founders?
The hidden cost? With an average deal size of €8,500 ($7,200), every dropped handoff cost $7K+. They were losing 20+ deals/month to internal friction.
Our Solution: Revenue Engine for Full-Funnel Transformation
For a business doing $2M+ with a full sales team (SDRs, closers, ops), we deployed our Revenue Engine tier—the Goldilocks solution for US scaleups.
What They Got:
- $5,500/month + $2,000 one-time setup
- HubSpot Sales Hub Professional + custom AI lead enrichment
- Tools cost: $1,400/month (calling, AI scraping, automation stack)
- Total investment: $8,900 month one, then $6,900/month ongoing
What We Built in 3 Weeks
1. Unified Sales Pipeline (US-Optimized)
- Custom HubSpot configuration with handoff automation (setter → closer, zero context loss)
- Deal stages mapped to US B2B buying cycles (initial interest → technical validation → committee → legal/procurement → close)
- Automatic Slack/WhatsApp alerts when deals stall
2. AI-Powered Lead Engine
- Replaced manual scraping with AI-driven LinkedIn + data enrichment
- US-specific filters (company size, funding rounds, hiring signals)
- data privacy compliant contact discovery (legitimate interest basis, opt-out tracking)
3. Communication Infrastructure
- Power dialer integrated into HubSpot (no more phone tag)
- Call recordings + AI summaries sent to closers automatically
- Shared notes, next-step workflows, handoff checklists
4. Training & Ongoing Optimisation
- Team training on the new stack (setter workflows, closer workflows, manager dashboards)
- Monthly performance reviews + pipeline audits
- 24/7 US-timezone support (WhatsApp, email, Slack)
The Results: 35% More Deals Closed
Within 90 days:
Eliminated Communication Friction
Zero phone tag. Closers got AI-summarised call notes, qualification scores, and next steps automatically. Handoffs went from 20 minutes of briefing to 2-minute context reviews.
Increased Productivity
SDRs booked 40% more meetings (AI scraping >> manual). Closers spent time selling, not gathering context.
Sales Growth
35% increase in closed deals from the same lead volume. That's an extra $250K+ in ARR from better internal systems.
ROI: The system paid for itself in month two.
Is Revenue Engine Right for Your US Business?
This tier works if you're:
- A US scaleup doing $1M-$5M/year
- Running a full sales team (SDRs, AEs, ops)
- Losing deals to internal handoff failures
- Ready for full-funnel automation, not just quick fixes
Pricing transparency:
- $5,500/month service fee
- $2,000 one-time setup
- $900-$2,100/month tools (we itemise every cost)
- 90-day minimum, then month-to-month
If you're scaling fast but your systems are held together with duct tape, let's talk. Book a diagnostic call and we'll show you exactly where revenue is leaking.