Relevate Health Case Study
CMO Services Case Study Relevate Health “Michael did not feel 'fractional.' He was embedded in the team, cared deeply about the results of our efforts, and was proactive at [...]
The Critical Role of Product-Market Fit in Growth Optimization
Software companies continually strive to achieve sustainable and scalable growth that drives revenue, expands their user base, and solidifies their position in the market. At the same time, software [...]
The Strategic Imperative: Why CFOs Should Care about Revenue Operations
In my 35-year career in a variety of revenue-generating roles, I have rarely found 2 corporate functions with less mutual understanding than sales and finance. Much has been made [...]
Harness the Momentum of Revenue Operations: Unify Marketing, Sales, and Customer Success
Navigating the dynamic business terrain of today, organizations grapple with the immense pressure to drive revenue growth. Fostering revenue growth is now a team effort rather than the sole [...]
Scanco Software Case Study
CFO Services Case Study Scanco Software "...TechCXO turned out to be one of the most important decisions we made in maximizing the value of our company for the sales [...]
HealtheMed Scalability and Growth Transformation
HealtheMed THE OVERVIEW TechCXO stepped into the exciting and challenging arena of revitalizing a startup called HealtheMed. Harnessing the expertise of their seasoned team, [...]
Belgian Boys
Trialbee THE OVERVIEW Belgian Boys, a brand known for its baked goods, cookies, and breakfast items, sought to double its sales and expand its [...]
SBLI of Massachusetts
SBLI of Massachusetts THE CHALLENGE Following the acquisition, Jim Morgan, the CEO of SBLI, approached Lewis Goldman, a fractional Chief Revenue Officer at TechCXO, [...]
Trialbee
Trialbee THE OVERVIEW TechCXO and Trialbee, a trailblazing force in technology-driven patient recruitment for clinical trials, recently embarked on a thrilling journey with TechCXO. [...]
Focus On Your MVA: Minimum Viable AUDIENCE
Founders and product leaders at startups and early-stage companies know all about the need to build MVPs -- minimum viable products -- at the beginning stages of their company [...]
Education Technology Organization
Educational Technology Organization THE CHALLENGE Post-merger integration (“PMI”) for the prior acquisitions was unsuccessful, leading to inconsistency in expected business outcomes for the current [...]
Commercial Lighting Factory
Commercial Lighting Factory THE CHALLENGE In its new location, a commercial lighting company wants to continue its double-digit, year-over-year growth for the next three [...]
Navigating the Complexities of Mergers & Acquisitions with Fractional Executives
Mergers and acquisitions (M&A) are complex transactions that involve the combining of two companies. While increasing market share is often cited as a primary reason for M&A activities, these [...]
Medical Center and Healthcare Provider
Medical Center & Healthcare Provider THE CHALLENGE As a reasonably large, siloed organization with multiple constituents, the company had become deeply entrenched in its [...]
Calling Your Content ‘Thought Leadership’ Doesn’t Make It So
Content marketing became a powerful marketing approach over a decade ago, with the maturation of the internet, the commensurate explosion of online content, and the evolution of digital and [...]
Building Brand is Paramount for a Sustainable Marketplace
Building a marketplace brand is no easy feat. Marketplace executives may be tempted to consider whether they or their sellers “own” the relationship with the customer. In truth, neither [...]
Define Your Ideal Customer or Be Magnetic To No One
It’s obvious that knowing your target customer is a critical part of operating and growing any business. Defining your ideal prospect drives all aspects of sales and marketing but [...]
Beat the Heat with Machine Learning to Optimize your Pricing
It is hot everywhere these days. In fact, record breaking temperatures throughout the US and Europe. So, what impact does this have on the supply and more importantly... the [...]
9 Growth Pathways for Two-sided Marketplaces
Every two-sided marketplace starts with a chicken-or-egg question: Do you bring suppliers or buyers to the platform first? The right answer is nearly always to find suppliers first. Suppliers [...]
Uber Is Not in the Transportation Business: Lessons for Marketplace Leaders
Uber is Not a Transportation Company: Lessons for Marketplace Leaders Uber is a technology platform that powers “movement from point A to point B.” Even though it was founded [...]
Annual Planning Process
Mastering the Annual Planning Process Revenue Teams Need a Clear Roadmap for the Coming Year Ah, summertime. At most B2B companies, that means more staff vacation days, (slightly) fewer [...]
UDoTest Case Study
UDoTest OVERVIEW: UDoTest, Inc. is a Boston-based, B2B, at-home lab testing software platform utilized by insurers, employers, consumers and laboratories. The goal of UDoTest [...]
Healthcare System Platform Provider
Healthcare system platform provider OVERVIEW: TechCXO recently worked with a platform, data science and solutions innovator focused on creating a more efficient healthcare system. [...]
Argument for Revenue Operations
A very successful Chief Revenue Officer said this to me about his job: “There are three things that I have to pay attention to: How to generate more leads, [...]