OptiVantage

Track record

Work our founders led

Three engagements, described honestly. Metrics are expressed as relative change or bands so that client confidentiality is protected without altering what actually happened.

About these case studies. OptiVantage Consulting and Technology Labs was incorporated in July 2026. The engagements below were led personally by our founding partners in prior independent consulting and in-house roles, before the firm was formed.

Client names are withheld under confidentiality. Figures are the real outcomes, expressed as percentage change or as ranges rather than absolute values, so that no client's spend, scale or commercial position can be inferred. We have not altered, rounded up or invented any result.

Automotive technology scale-up, USA

Independent consulting engagement

The situation. A Series B automotive technology company was generating leads across several channels with no connected path from capture to seller. Forms landed in disconnected destinations, qualification was manual and inconsistent, and nobody could say which stage was leaking.

What we built. A connected digital demand-generation engine: every lead form wired directly into Salesforce, a scoring model built against the Ideal Customer Profile, score-based automatic routing to the right seller, and funnel-stage tracking and reporting end to end.

Why it worked. Two things compounded. Stronger scoring meant outreach capacity stopped being spent on poor-fit leads. Automated routing plus follow-up visibility meant fewer opportunities went quiet between stages.

68%Cost per lead
30–40%Conversion improvement across MQL → SQL → Opportunity stages
End to endFunnel stage visibility and reporting where there had been none

AI technology company, USA

In-house leadership role

The situation. A high-volume demand generation motion was filling the funnel with small accounts. The lead mix ran roughly 70% SMB to 30% enterprise, average contract values were under pressure, and renewals were soft because the customer base did not match where the product was heading.

What we built. A transformation to account-based principles: enterprise account selection and tiering, structured 1:1 motions for strategic accounts and 1:many motions for the broader target set, and separate ABM flows for new logos versus expansion within existing customers.

Why it worked. Changing who you pursue changes everything downstream. A better-fit customer base raised contract values, improved retention, and made cross-sell and expansion a designed motion rather than an accident.

70/30 → 40/60SMB to enterprise lead mix, inverted within nine months
25%Average contract value
72–86%Renewal rate

EdTech company, India

Independent consulting engagement

The situation. A fast-scaling EdTech company was heading into a growth phase with no marketing architecture in place and no decision made on core systems. The risk was the usual one: assemble tools reactively now, rebuild the whole thing under pressure at Series C.

What we built. The full architecture from the ground up — vendor selection for CRM, marketing automation and sales enrichment, then integration into one connected go-to-market ecosystem with defined processes, reporting and handoffs.

Why it worked. Building for the volume ahead rather than the volume at hand. The company scaled two funding stages without a rebuild, and kept its marketing team deliberately small because the system carried the load instead of headcount.

30%Direct marketing contribution to annual revenue target
Series A → CScaled two funding stages with no rebuild or patchwork
Lean by designMarketing headcount held flat while volume grew

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