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01 / 09
Agentic Growth Advisors

Transforming the Zedra pipeline
in 120 days.

A proof-of-concept to drive qualified pipeline immediately while establishing                                                                                                    the infrastructure and processes for sustainable growth.

5-7
Qualified opps in 90 days
16+
MEETINGS /  MONTH
$7.2M+
ANNUAL REVENUE
01 / 08
Overview · State of the Markets

The problems we are going to solve together.

01Core pain

Lead Generation Needs Modernization

  • Current approach isn't generating the volume or quality of prospects needed to hit growth targets
02

Sales Needs Core Infrastructure

  • Without CRM your team lacks visibility into pipeline health and can't scale sales processes efficiently
03

Refined Go-to-Market   Strategy

  • Sales is building the plane while flying it; establishing a repeatable approach to prospect engagement will kickstart growth
04

Refining high-value service offerings

  • As EoR & commodity providers compress pricing, Zedra's competitive advantage lies in higher-value corporate services
05

Moving toward larger, higher-value deals

  • Driving towards larger deals will attract experienced sales talent that will hit the ground running
02 / 08
Proof · Case Study

Case Study.

A Global BPO Provider specializing in Marketing, F&A and CX managed services.

6-Month Performance
MeetingsPipeline ($)Closed Won ($)
Meetings
53
Pipeline
$5.8M
Investment
$45,750
Closed Won
$1.85M
01

Leveraged AGA service to support rebranding and delivery model reinvention.

02

Achieved consistent growth & identified 3 market segments to drive specialization & increased margin

03

Average deal size of ~$200,000; Average meeting cost of $863 vs. SSOW of $2,600

04

Client has 2 salespeople, both are new to selling; former SMEs who transitioned into sales within the last 18 months

Zedra
04 / 08
Partnership · Investment Options

Two paths.
Same destination.

AGA is recommending a performance-based approach for the pilot;  we will create a longer-term commercial model as we progress.

Every engagement includes
  • Full implementation of the four-pillar Momentum Framework
  • Sales Acceleration included as a value-add
  • Quarterly business reviews & optimization
  • Full technology stack & tools included
  • Dedicated growth advisor & analytics access
Recommended
OPTION A:  PILOT

Performance-Based

Pay only for meetings delivered each month

Initial Setup$2,500
Per Meeting$600
Success FeeNone
Tools~$1,000 / mo
OPTION B:  LONG TERM

Retainer + Success

Predictable monthly cost with upside sharing

Initial SetupTBD
PartnershipTBD
Success FeeTBD
ToolsTBD
Zedra
05 / 08
ROI Calculation · Option A

Calculating Return on Investment.

$9,600 investment + ~$1k of tools returns $600,000 per month.

Pay only for the meetings we set.

Please expand each box for additional detail.

06 / 08
Insights · Performance Trajectory

A playbook already producing results.

A live campaign framework we deploy for peer firms — Masterclass-led outbound that converts subject-matter authority into pipeline.

01

Targeted Outbound

Campaigns advertise Zedra Masterclass sessions to pre-defined ICPs — Payroll, Fund Administration and other segments.

02

Bi-Weekly Masterclass

Zedra SMEs host virtual Masterclass sessions to discuss how popular problems are solved, and other relevant topics.

03

Pre-Screening Calls

Zedra sellers call each accepted invitee, uncover the problems they're trying to solve, and ensure those topics land on the Masterclass agenda.

04

Convert to Opportunity

Sellers offer to solve directly with Zedra capabilities — turning Masterclass pre-screening calls into qualified opportunities.

Zedra
07 / 08
Next Steps · 4-Week Rollout

From signed to scaling — in four weeks.

Workstream
W1
W2
W3
W4
Finalize ICP & Messaging Framework
Lock supply chain outsourcing ICP and specialist messaging.
W1
Deploy Prospecting & Engagement Engines
Upgrade current approach to intelligent, automated outreach.
W2
Launch Campaigns & Build Pipeline
Targeted campaigns generating ICP-aligned SQLs.
W3
Optimize & Scale Toward 10+ Meetings
Analyze data, tune sequences, hit 10+ meetings per seller.
W4