Revenue Operations & Brand Audit for a Market Research/KPO Firm

A fast-growing Market Research/KPO firm was facing scale challenges despite having strong domain expertise and delivery capabilities. They were struggling to convert high-value opportunities and sustain consistent revenue growth due to gaps in brand positioning and revenue operations.

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The Challenge

• Low Brand Recall: The firm had 60% lower brand recall compared to competitors due to inconsistent messaging and visual identity.

• CRM Inefficiency: 40% of contact data was outdated, impacting the effectiveness of outreach and lead nurturing efforts.

• Sales Funnel Gaps: An unstructured sales process led to delays in conversions, contributing to a 15% lag in deal closures.
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Our Approach

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Brand Audit

• Refined the firm’s brand messaging to highlight agility, cost-effectiveness, and customization—key differentiators valued by clients.

• Conducted a competitive brand benchmarking against three direct competitors, revealing significant gaps in tone, visual presentation, and client communications.

• Revamped marketing assets like case studies, sales decks, and newsletters to deliver a clearer and consistent message across channels.
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Revenue Operations Audit:

• Cleaned and segmented the CRM database to ensure 100% data accuracy and improve lead engagement.

• Designed a structured sales funnel with defined stages and milestones, reducing conversion delays by 25%.

• Conducted enablement workshops and tools training, upskilling 10 sales and marketing team members to improve collaboration and execution.
   

Key Outcomes
 

Brand Audit:

• Improved brand recall by 25%, leading to stronger market positioning and greater client trust.

Revenue Operations Audit:

• 20% increase in deal closure rates due to optimized sales funnel design.

• 30% boost in team productivity through process alignment and shared KPIs.
   

Results

• The firm is now perceived as a credible, client-centric growth partner.

• Repeat business increased by 15%, driven by stronger brand trust and consistent client experience