Situation
A $2B+ line of business entered the fiscal year with a $250M revenue gap to close. But its teams were navigating a fragmented portfolio and competing priorities, making it difficult to know which opportunities and actions to prioritize.
Leadership needed a clear growth plan that prioritized the biggest opportunities, brought disconnected campaigns into one coordinated sales motion, and gave the field a playbook they could use from day one of the fiscal year.
Action
Keenan Reid built a unified growth framework across product lines, translating high-level growth goals into clear actions for sellers.
As part of this work, we:
- Analyzed the market to identify and prioritize the biggest growth opportunities
- Built an account-based targeting model to identify the best opportunities for each account
- Designed and deployed an AI sales agent that recommended the top 2–3 actions for each account directly within the seller workflow
- Created an execution framework with clear ownership and responsibilities across product lines
Results
The work gave leadership a clear, field-ready plan for closing the $250M revenue gap.
We identified untapped market opportunity roughly twice the size of the company’s current penetration, giving leadership confidence that the growth target was achievable and helping focus resources on the highest-value opportunities.
The new approach also consolidated 35+ separate sales priorities into one coordinated account-level motion, with clear ownership across product lines and a way to track progress throughout the year.
The AI sales agent brought that strategy directly into the seller workflow, generating customer-specific recommendations that helped accelerate sales cycles and improve offer positioning at scale.
