Customer story · Phoenix Strategy Group
How a fractional-CFO firm took its pipeline off one person’s calendar.
Phoenix Strategy Group sells weekly financial clarity to founder-led companies. Its own sales motion needed the same thing its clients need: a system the firm’s leadership could run, instead of the Founder Bottleneck. We know that motion — ours was built the same way.
“SalesARC replaces a costly and expensive sales machine that is often not effective for our clients. With the addition of a Sales Playbook and the AI-driven sales tools, our clients have seen tremendous growth.”
David Metzler · Phoenix Strategy GroupSituation
Selling clarity to founders who were flying blind.
Phoenix Strategy Group works with founder-led companies in the $2–25M range that feel they are flying blind — operational blind spots across cash, CAC/LTV, margins and pipeline predictability.
PSG’s message had to create urgency quickly around weekly financial clarity and forward-looking visibility — and the motion behind it had to be something the firm’s leadership could actually run, not something that waited on one person.
What PSG put in place
A motion the firm could run itself.
Pipeline stages with a deadline on each, in the HubSpot the firm already used — so every opportunity had a place to be and a clock on it.
One outbound cadence — email, phone, LinkedIn — aimed at the founder groups PSG serves.
Defined roles and handoffs, so PSG’s leadership could execute without every conversation routing through one person.
What changed
Pipeline the firm governs every week.
With the system and fractional sales leadership in place, PSG runs a weekly pipeline meeting with targets the firm actually manages to.
A benchmark at every stage from first call to close, and a steady flow of meetings that turn into predictable new contract revenue and better-fit deals.
The alternative was another quarter where pipeline was whatever leadership had time for. Instead, every opportunity has a place to be and a clock on it, and the meeting happens every week — whoever is in the room.
All customer storiesTheir pipeline stopped waiting on one person. Yours can too.
Trusted by The Rock Group, Fasturtle and Phoenix Strategy Group — and it runs our own outbound.
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