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FinTech / Workplace SaaS Canadian Employers

LINK: from product team
to scalable revenue machine

"Everything Michael did has freed us up to go out and sell. He's set LINK up for long-term marketing and sales success, and turbocharged a side of the business we were really struggling with."

Brian McClennon, President & CEO, LINK
0→1
CRM built from scratch in 12 weeks
20+
Hours saved per key hire
Full
Revenue infrastructure in place at close

LINK had built a strong workplace savings SaaS product — and now needed to make a radical shift from development-led to revenue-led. The CEO understood what needed to happen but was buried in fundraising and deal-closing. Past attempts at securing a CRM had failed. Key processes and hires hadn't been put in place. Marketing had no structure and no accountability to revenue.

  • HubSpot built end-to-end — CRM selected, configured, and populated with lead stage definitions, deal stages, tracking across all channels, and dashboards that gave leadership revenue visibility for the first time.
  • Buyer personas and qualification process — ICP defined, Buyer Journey mapped, MQL/SQL definitions established, and SLAs agreed between Marketing and Sales so every lead was handled consistently.
  • Key hires sourced and made — Michael ran the sourcing, vetting, and interviewing for key marketing roles, saving the CEO 20+ hours per hire and ensuring each person stepped into a role with a clear mandate and infrastructure already in place.

LINK left with a complete revenue infrastructure — HubSpot running, buyer personas defined, lead qualification in place, key hires made, and a new SaaS website. Marketing activity was tied to ARR for the first time.

"Getting HubSpot up and organized, setting up targets and tracking across channels, and creating dashboards was a huge milestone. We were so far away from having that visibility before."

— Brian McClennon, President & CEO, LINK
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