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JOSE M BERMEJOBUSINESS COACH FOR FOUNDERS BECOMING FULL-TIME CEOS
Client cases

Real clients. Real decisions.

Client cases: B2B go-to-market and positioning case studies.

I’m Jose M Bermejo. These are B2B companies I’ve done go-to-market, positioning and sales work with. Each card shows the decision that changed, what changed with it and the result.

  • 2 acquisitionsSquadcast by SolarWinds, DentalBee by Overjet
  • 8xEBITDA growth at Encamina, while revenue doubled
  • $0 to $200KIn a quarter, at Digital Smile Design
  • +50%Monthly recurring revenue at Sincrolab, in under 4 months

B2B go-to-market and positioning case studiesThe decision behind each result

Each client changed several things. Each card names the one decision it turned on. Pick a service to filter, then open “What changed” on a card.

Showing all 10 cases.

The offer and its risk

3x

Encamina: their close rate on $50K deals tripled.

An IT services company

  • Go-to-market consulting
  • B2B sales consulting
  • B2B sales training
What changed
A new way to package the offer, with the risk taken off the buyer. Then proposals and pitches built around what their buyers worried about.
What happened
Revenue doubled, from $3M to $6M, in under 3 years, and EBITDA grew 8x.

Hugo de JuanHugo de Juan CEO, Encamina

Squadcast

The category label

Acquired

Squadcast was acquired by SolarWinds.

Incident Response Software

  • Positioning consulting
  • GTM workshop
What changed
Squadcast wanted to create a new category, “Site Reliability Engineering”. I recommended keeping “Incident Response Software”.
What happened
With that label, Squadcast completed the SolarWinds product, and SolarWinds acquired it.
How we worked
A positioning strategy workshop with me, before the acquisition.

The whole go-to-market motion

$0 to $200K

Digital Smile Design: from $0 to $200K in a quarter.

A new business unit I led as a fractional executive

  • Fractional leadership
  • Go-to-market strategy
  • B2B sales training
  • GTM workshop
What changed
The whole go-to-market motion, rebuilt: a new business unit I led as a fractional executive, with a new service offer, a new team, positioning, pitch and sales process.
What happened
From $0 to $200K in a quarter.

Brendon Macdonald CEO, Digital Smile Design

The problem and the main angle

30 demos

Revvue: 30 demos in the first month, then 25% growth a year.

Software for restaurant chains

  • Positioning consulting
  • Go-to-market strategy
  • Product marketing consulting
What changed
Same tech, new problem: from “reduce waste” to “fix your Google reviews”, a hair-on-fire pain for chain restaurants.
What happened
30 demos in the first month, then 25% growth a year.

Karan SinghKaran Singh CEO, Revvue

Who to sell to, and the offer

$100K

Plain Concepts: their first new logo in 5 years, a $100K deal.

A software and AI services company

  • Go-to-market consulting
  • B2B sales consulting
  • Sales coaching
What changed
Dropped the broad pitch: one ideal customer, one offer, and a small first step that felt safe to say yes to.
What happened
A $100K deal through a distribution channel they had never cracked: their first new logo in 5 years.

Pablo PeláezPablo Peláez CEO, Plain Concepts

Who to sell to

+50%

Sincrolab: monthly recurring revenue up 50% in under 4 months.

A digital therapy company

  • Go-to-market strategy
  • Positioning consulting
  • GTM workshop
What changed
Dropped the “something for everyone” package: one type of buyer, plus hands-on support that made buying feel safe.
What happened
Less money spent on leads that never bought, and more deals closed.

Rebeca S. CMO, Sincrolab

One seller’s results

3x

Akio Aida, Founding AE, Grammarly Enterprise

“I tripled my closing rate in less than 1 month. From 1-2 deals/week to 1 deal/day.”

Akio Aida Founding AE, Grammarly Enterprise

  • Sales coaching

The category label

Acquired

DentalBee was acquired by Overjet.

  • Positioning consulting
  • GTM workshop
How we worked
A positioning strategy workshop with me, before the acquisition.
What happened
DentalBee was acquired by Overjet.

Who to sell to

New ICP

YPX Realty: from generalist to luxury real estate.

  • Positioning consulting
  • Go-to-market strategy
  • Product marketing consulting
What changed
A new ideal customer, a new promise, and a website that sells a service, not a product.
What happened
Sales took off.

The offering

2 weeks

Bernard Mouton, Co-Founder, Layer 9 Labs

“Our offering was broken. Jose diagnosed it in one session. The fix took two weeks. Absolutely eye-opening.”

Bernard Mouton Co-Founder, Layer 9 Labs

  • Product marketing consulting

What these client cases have in commonNever the pitch alone. A few hard decisions first.

Each client changed several things: who they sell to, the offer and its risk, the sales process and the materials. But each case turned on one decision, made before the words. Here is the decision behind each one.

The problem and the main angle

The category label

The offer and its risk

The offering

The whole go-to-market motion

One seller’s deals

A new pitch on an old decision sounds like everyone else. The decision is what buyers notice.

Make the same decisions for your companyTwo free resources. Same decisions.

Cover of the GTM Strategy Playbook by Jose M Bermejo
Free resource

The GTM Strategy Playbook

The 4 decisions most of these cases turned on: who to sell to, the enemy to position against, the category label and the main angle. 10 steps and a full worked example, in a 16-page PDF.

Get the free GTM Strategy Playbook

Cover of The Art of B2B Software Positioning Strategy by Jose M Bermejo
Free resource

The Art of B2B Software Positioning Strategy

My book: the CEO’s playbook to own a market, close more deals and build a company worth buying. Its new chapter 5 shows why acquirers buy complements, with Squadcast and DentalBee as real cases.

Get the free positioning book

Both are free with your email and mobile number.

Client cases: questions

What do these B2B case studies have in common?

Each client changed several things, never the pitch alone: who they sell to, the offer and its risk, the sales process and the materials. And each case turned on one decision made first, from who to sell to and the category label to the offer’s risk or the whole go-to-market motion: the map above shows which. The words, the website and the sales process came after.

Which services did each client use?

The tags on each card show the services behind it: go-to-market and positioning consulting, product marketing and B2B sales consulting, fractional leadership, sales coaching, B2B sales training and the go-to-market workshop. Use the filter above the cases to see one service at a time.

How does a project like these start?

With a 25-minute exploratory chat. Tell me what you’re taking to market and where deals stall. You leave knowing which decision to make first, and if I’m the right help. If you need something else, I’ll tell you on the call.

Start your own caseYour case starts with one decision

Tell me what you’re taking to market and which decision your team is stuck on. In 25 minutes, you’ll know where to start.