Result Department

Case Study: Sales Process Optimization & Revenue Growth for Eva Codes

Eva Codes approached us to help shift their sales process from ad hoc to organized. As a blockchain development company working with crypto clients, they needed a structure behind client growth. We helped build that system, resulting in stronger team ownership and a 25 percent increase in monthly recurring revenue.

Category

Lead generation & research

Industry

Healthcare

Headquarters

Bethesda, MD

Company size

201–500 employees

Client Profile

Eva Codes is a development company focused on blockchain, Web3 platforms, and crypto-related infrastructure. The team works with startups and established companies in the cryptocurrency space, delivering custom tech solutions in a fast-moving market.

By the time we engaged, Eva Codes had already built out some core functions. They had a working CRM system and a small lead generation team that was consistently bringing in new prospects. But while early-stage growth had been strong, they lacked structure after the sale.

There was no clear system for account management, no ownership of client development, and no process to scale revenue from within. At this stage in their growth, those gaps were holding the business back.

The Challenge

Eva Codes had the right services and a growing client base, but they were running into limits that many founder-led companies face. Sales still relied heavily on the founder, and there was no consistent structure for managing relationships once a deal was closed.

Without a dedicated account management process, the team missed chances to expand existing contracts, and follow-ups often fell through. They had a functioning CRM and lead generation team in place, but nothing on the other side to guide what happened after a new client signed.

Key challenges included:

  • No post-sale structure to manage accounts or support long-term growth
  • Revenue from existing clients was inconsistent and underdeveloped
  • The founder was involved in most sales and account conversations
  • Missed upsell opportunities and a lack of follow-up tracking

  • No internal ownership of client performance or satisfaction
  • No framework for developing commercial leadership from within the team

As Eva Codes looked to scale, these gaps made it clear they needed more than tools. They needed defined roles, structured processes, and the ability to grow without overstretching leadership.

The Strategy

Building the Foundation

The first step was to create internal ownership of client growth. Together with Eva Codes, we:

  • Defined the role of an account manager
  • Led the recruitment process
  • Managed onboarding and early team integration

This gave the team a single point of contact for post-sale relationships—something they hadn’t had before.

Making the Role Work

To support the new role, we created:

  • A detailed workflow guide outlining weekly, monthly, and quarterly account touchpoints
  • Communication scripts for consistent messaging during check-ins, upsell conversations, and project reviews
  • A system for tracking progress, client status, and upsell potential

Promoting from Within

After a full review of the sales team, we helped the company promote one of its top-performing managers into a Head of Sales position. He was given clear authority over:

  • Account management
  • Lead generation
  • Sales operations KPIs

Putting Systems in Place

To support both the new account manager and the Head of Sales, we documented all sales processes, including:

  • Internal handoffs
  • Reporting rhythms
  • Client success workflows
  • Upsell and retention tracking

With this foundation, roles were clearer, follow-through improved, and internal accountability was stronger.

Handing Over Ownership

The final shift was leadership. The founder stepped away from daily sales tasks, and the Head of Sales took control of the entire commercial function. We worked with him to align the lead gen and account management teams under a shared performance framework.

This turned sales from a reactive, founder-led process into a repeatable system that could scale.

The Results

The impact of these changes was clear and fast. Within just one month of onboarding the new account manager, revenue from existing clients increased by 25 percent. Strategic follow-ups and upsell conversations that had previously been missed were now happening regularly.

The founder was able to step back from daily sales operations fully. This opened up time to focus on growth and strategy, while the newly promoted Head of Sales took ownership of commercial performance.

Key outcomes included:

  • 25% increase in client revenue during the first month of implementation
  • Sales leadership transitioned from founder to Head of Sales
  • Defined KPIs are now tracked and owned by an internal team lead
  • Improved collaboration between lead generation and account management
  • Higher first-time conversion rates, driven by better alignment and follow-up
  • Scalable systems are documented and adopted across the commercial team.

The company now had a repeatable structure that worked across teams. Follow-ups were tracked. Upsell paths were planned. Sales didn’t stall when the founder wasn’t involved.

Eva Codes went from a fast-moving startup with founder-led sales to a team-driven, growth-ready operation.

What This Means for Growth

With a commercial structure in place, Eva Codes is no longer dependent on the founder to drive sales. The team now has the tools, leadership, and systems to manage growth independently.

Account management is no longer reactive. Follow-ups are built into the process. Opportunities to upsell or expand are tracked, not left to chance. And with a Head of Sales in place, performance is owned and measured.

This shift makes the business easier to scale. It reduces risk, increases predictability, and frees up leadership to focus on the bigger picture.

In a fast-moving industry like Web3, this kind of structure is rare and valuable. Eva Codes can now grow without growing chaotic.

Let’s Talk

Still relying on founder-led sales? We help product and tech teams build the structure that supports long-term growth, without burning out leadership in the process.

Let’s design your commercial team and scale revenue with structure and ownership. Call us today!

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