Case Studies

Effort without impact is a waste of resources. We celebrate impact.

Real RevOps and analytics work, measured by outcomes, not hours. Each story below is the problem we found, what we built, and the impact it delivered.

Compare every engagement

The same stories in one view — the kind of impact each one delivered, and the discipline it came from — so you can find the one closest to your situation without opening all of them.

What we do

• BI & RevOps Foundations — unify your data and revenue operations on a foundation you can trust.
• Terrain by Lean Layer — see the shape of your revenue landscape with purpose-built apps like the Rep Scorecard.
• Deep Dive by Lean Layer — enablement that turns insight into action for your revenue team.
• Fractional Services — a fractional RevOps team: the hire-vs-agency alternative, with transparent pricing.
• Our View on AI — how we think revenue leaders should adopt AI.

Proof

• Case Studies — real RevOps, BI, and outbound engagements and the outcomes they drove.

All case studies

• How We Helped Our Client Revamp their Territory Planning Process, Saving 100+ Hours — Sales territory planning used to take days of trading maps and reworking numbers. See how an interactive zip-code map compressed this manual and time-consuming process into a single working session.
• How we helped our client migrate and consolidate multiple CRMs post-acquisition into one — How we migrated three fragmented marketing systems into a single clean environment, without breaking what was working
• Improving Forecast Visibility for a Consumption-Based SaaS Company — Like many companies with consumption-based pricing models, our client relied on a manual renewal forecasting process that left nearly half of annual renewals invisible in Salesforce. By automating renewal creation and carrying forward product-level data, we gave leadership complete visibility into more than $22M of previously unforecasted ARR.
• 3 Systems to 1: Transforming a Multi-Platform Process to a Native Salesforce Quote-to-Revenue Engine — From spreadsheets and constant toggling into an external billing tool, to a single native workflow: how we engineered a full quote-to-revenue engine inside Salesforce.
• The GTM Overhaul That Increased MRR Pipeline 107% — Through automation, AI-powered sequencing, territory planning, segmentation and prioritization of warm leads, we rebuilt mpro5's outbound engine to increase revenue.
• How We Helped our Client Automate Reporting & Save Over 40 Hours Per Month — Learn how Lean Layer helped a cybersecurity startup close their data gap and gain full-funnel visibility through automated lifecycle and attribution.
• Building the Foundations for Outbound: How we helped our client stand up their outbound motion to drive an 85% increase in pipeline — Learn how we helped our client build a scalable outbound motion from scratch.
• How We Helped Our Client Get Accurate Reporting and Efficient Pipeline Management — Learn how we helped our client address critical reporting inaccuracies, streamline pipeline management, and enhance data-driven decision making capabilities.
• Scaling Outbound for Niche ICP: How We Identified 10,000 High-Fit Accounts (without the tedious manual research) — If you have a niche ICP, ZoomInfo, Apollo, and other generic prospecting tools won’t cut it. That usually means your sales reps are spending time manually identifying accounts within your ICP—digging through unique data sources relevant to your industry, scouring websites, analyzing financial filings, or leveraging fragmented public records. Instead of selling or strategizing how to break into key accounts, they’re stuck doing tedious research.
• Turning Data into Revenue: Building Analytics to Uncover Insights with Impact — If you can't see the issue, you can't fix it. Businesses need clear, reliable analytics to optimize revenue growth.
• Fixing Attribution Issues: Don't Make Decisions Based on Bad Data — Marketers want to invest where they’ll get the best ROI on revenue. But without accurate attribution, it’s impossible to make truly data-driven decisions about where to allocate budget. Learn how we helped our client fix their attribution and make decisions based on data they could trust.
• Streamlining Salesforce Processes: Cutting 93 Hours of Manual Work Per Month — Discover how Lean Layer's fractional RevOps team optimized a cumbersome Salesforce process, reducing manual data entry time by 93%, improving team collaboration, and increasing operational efficiency across sales, research, and RevOps teams.
• Doubling MQL Conversion Rates and Reducing Low-Quality Leads by 48% — As a RevOps and BI agency, we helped our client reduce low-quality leads by 48% and double their MQL-to-opportunity conversion rate. Discover how redefined lead scoring and data-driven strategies improved efficiency and drove revenue growth.
• How We Helped Our Client Save Over $1M Through Strategic Tech Stack Reduction and Consolidation — A new CRO inherited a bloated, overly-complex, and expensive tech stack. Discover how we worked together to analyze systems, eliminate redundancies, and consolidate tools to help him make an immediate impact on his company’s bottom line.
• Automating Partner Channel Data Integration: 11x Pipeline Growth in a Month — We helped our client 11x their pipeline within one month by implementing an automated process for scraping and integrating partner channel data into HubSpot.
• Preparing for Raising Series A: Getting Our Client's Revenue Metrics in Order — We provided comprehensive data management and revenue metrics validation for our client, enabling them to consolidate data from multiple sources, streamline financial tracking, and support their Series A fundraising efforts.
• From Chaos to Clarity: Implementing HubSpot — We transformed our client's revenue operations with a comprehensive HubSpot implementation, streamlining processes, enhancing data accuracy, and improving decision-making.
• How We Helped Our Client Efficiently Implement Complex Compensation Plans — We assisted our client in implementing and configuring their complex compensation plans using Spiff, saving them over 200 hours and addressing a critical skill gap in their team.
• How We Enabled Our Client to Gain Visibility into Rep Productivity & Make Data-Driven Headcount Decisions — Learn how we provided our client with the necessary visibility to understand rep behavior and productivity. This enabled them to create a baseline, identify the practices of their best reps, optimize the performance of those lagging behind, and make data-driven decisions about their headcount.
• How Lean Layer Helped Our Client Improve Forecasting Accuracy by 65% — Learn how we transformed our client’s forecasting approach, resulting in a 65% increase in forecasting accuracy.
• How We Helped Our Client Redesign Their Sales Territories To Reflect Their New GTM Strategy — Learn how we helped this leading supply chain technology company redesign their sales territories efficiently to support their new GTM strategy under a tight deadline.
• How We Helped This FinTech Startup Reduce CAC + Drive Efficiency Through Self-Serve Automation — Discover how we enabled a leading fintech startup to revolutionize its customer acquisition process, moving to a self-serve model that significantly enhanced operational efficiency and reduced dependency on sales team interventions.
• How we helped MVMNT identify their ICP & increase their pipeline by 37% — Learn how Lean Layer helped MVMNT identify their ideal customer profile and increase their sales pipeline by 37% in just a few weeks. Discover the power of ICP signaling and data enrichment as a B2B marketing strategy.

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