overview
About assemblyai
Funding Rounds
2017
Series C
Fundraising growth
100-250
headcount growth
Sales Led
Revenue GRowth
problem
A Full GTM Growth Model Was Needed
AssemblyAI needed a comprehensive approach to modeling their growth across marketing, sales, customer success, partnerships, and product. LeanScale needed to produce a sales capacity plan with a pipeline production plan and CS carry plan to manage post sale.
Technology Was Needed to Streamline Process
Once the processes are mapped out, Wealth.com would need a technology solution to streamline the process and make the best user and customer experience possible.
Technical Implementation and Management
Once a technology decision was made, Wealth.com needed the solution to be implemented and continually managed post implementation.
solution
01
We Gathered Historical Data
LeanScale had already designed and managed AssemblyAI’s Salesforce instance. We also were regularly providing monthly reporting packs with all of the necessary GTM data metrics. We were able to pull accurate funnel data immediately and begin to benchmark future expectations on historical performance.
02
Top Down and Bottom Up Modeling
LeanScale follows an integrated planning approach that begins with top down guidance and follows with a bottom up plan. LeanScale was able to incorporate bottom up data and insights to align with top down expectations.
03
DevelopMENT OF AN Interactive Model
LeanScale developed an interactive model that the AssemblyAI team could collaborate with to change growth levers in real time and update the results of the model. They were able to toggle reps, hire dates, attrition rates, conversion & cycle expectations, etc. all updating in real time.
04
Scenario Planning
LeanScale created Bull, Bear, and Expected scenarios depending on performance of growth levers. Multiple scenarioes were designed to provide varying levels of confidence in the effectiveness of GTM investment allocation.
05
Functional and Executive Reviews
LeanScale reviewed plans with functional leadership and executive leadership to pressure test assumptions and document important subjective factors in the plan.
06
Comprehensive Plan Development
A comprehensive integrated plan was developed for AssemblyAI’s executive leadership team and incorporated into their overall corporate plan. A dynamic model and final presentation was provided.
key outcomes
01
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
02
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
03
Fully designed Process and DealHub Implementation
LeanScale leveraged their experience to build best practice processes for Wealth.com, conduct a vendor selection process, and implement the technology in an incredibly short time period.
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