
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.
The problems we are going to solve together.
Lead Generation Needs Modernization
- Current approach isn't generating the volume or quality of prospects needed to hit growth targets
Sales Needs Core Infrastructure
- Without CRM your team lacks visibility into pipeline health and can't scale sales processes efficiently
Refined Go-to-Market Strategy
- Sales is building the plane while flying it; establishing a repeatable approach to prospect engagement will kickstart growth
Refining high-value service offerings
- As EoR & commodity providers compress pricing, Zedra's competitive advantage lies in higher-value corporate services
Moving toward larger, higher-value deals
- Driving towards larger deals will attract experienced sales talent that will hit the ground running
Case Study.
A Global BPO Provider specializing in Marketing, F&A and CX managed services.
Leveraged AGA service to support rebranding and delivery model reinvention.
Achieved consistent growth & identified 3 market segments to drive specialization & increased margin
Average deal size of ~$200,000; Average meeting cost of $863 vs. SSOW of $2,600
Client has 2 salespeople, both are new to selling; former SMEs who transitioned into sales within the last 18 months
The Zedra Growth Engine.
Five integrated pillars transform lead generation from an unpredictable cost center into a reliable engine for high-value client acquisition.
ICP Refinement
Data from campaigns, prospect engagement and conversions inform ICP segments & high margin opportunities.

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.
- 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
Performance-Based
Pay only for meetings delivered each month
Retainer + Success
Predictable monthly cost with upside sharing

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.
A playbook already producing results.
A live campaign framework we deploy for peer firms — Masterclass-led outbound that converts subject-matter authority into pipeline.
Targeted Outbound
Campaigns advertise Zedra Masterclass sessions to pre-defined ICPs — Payroll, Fund Administration and other segments.
Bi-Weekly Masterclass
Zedra SMEs host virtual Masterclass sessions to discuss how popular problems are solved, and other relevant topics.
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.
Convert to Opportunity
Sellers offer to solve directly with Zedra capabilities — turning Masterclass pre-screening calls into qualified opportunities.
