Clarify

BACKGROUND

Introduce your business and what you do there.

I’m the lead of the CEO office. We’re a fintech company that digitalizes and accelerates order-to-cash financial processes in the automotive sector. We simplify operations for dealerships and partners through the Bezahl.de and platforms.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clarify?

Following a recent funding round, we set out to explore the North American automotive market to validate our product fit and understand the operational and technical realities required before making further investment decisions.

SOLUTION

What was the scope of their involvement?

Clarify helped us explore the US market. They identified six new sales and partnership opportunities. They also built a comprehensive US go-to-market (GTM) playbook, including ideal customer profile (ICP) definitions, buyer personas, validated messaging, and a phased market-entry strategy aligned with US dealer workflows. Moreover, they identified the earliest viable US entry points by mapping which dealer segments, workflows, and use cases presented the highest likelihood of early adoption and commercial traction.Additionally, Clarify completed a deep competitive and technology landscape analysis, mapping integration barriers, gaps, and whitespace opportunities to position our capability clearly against US incumbents.

What is the team composition?

We worked with 2–5 teammates from Clarify.

How did you come to work with Clarify?

They were referred to me.

What is the status of this engagement?

We worked together from June 2025–January 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Clarify was brought in to define what a US GTM motion should look like and uncover the considerations, dependencies, and risks associated with US expansion. Working directly with the founders, Clarify engaged potential partners, dealer groups, and service centers to build a complete understanding of the market and the challenges we would be positioned to solve.Across a structured six-month partnership, Clarify led a series of market mapping engagements, testing approaches, messaging, and value propositions across a wide range of US buyer personas. The engagement focused on enterprise, account-based market understanding across dealer groups ranging from three rooftops to 100+.Moreover, they provided iterative validation and message testing with CFOs, controllers, service leaders, general managers, and innovation teams. They also conducted technology, workflow, and partnership analysis to assess integration barriers, competitive positioning, and potential entry points.

How did Clarify perform from a project management standpoint?

They delivered on time. They communicated through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

We had a good engagement with them.

Are there any areas they could improve?

There’s nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the Growth Marketing of Asset Class

Describe what your company does in a single sentence.

Asset Class is a fund operations platform built natively on Salesforce that helps private capital firms streamline and digitize their front, middle and back office operations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarify to accomplish?

• Follow up BDR activity into a curated list of target accounts identified for a specific ABM campaign
• Opportunity and pipeline generation into our existing ABM account list, alongside a net new target account list

SOLUTION

How did you find Clarify?

Online Search

Why did you select Clarify over others?

• High ratings
• Pricing fit our budget

How many teammates from Clarify were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Clarify partnered with Asset Class to support a targeted ABM and pipeline generation strategy, initially engaging a curated list of contacts through a highly personalised direct mail campaign before expanding into competitive displacement outreach against incumbent platforms.

Our team focused on driving meaningful conversations with senior stakeholders and increasing brand visibility 

Alongside generating qualified opportunities, the engagement provided valuable market insight around buying cycles, renewal timing, and common barriers to technology adoption, helping ensure Asset Class remained front of mind with prospective customers for future opportunities.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Generated sales demos with senior stakeholders 
• Built a strong, qualified pipeline 
• Secured new client logos

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Weekly alignment calls were scheduled throughout the engagement, during which the Clarify team would walk us through a structured tracker covering KPIs, activity volumes, lead updates, and next week's planned actions.

Each session gave us clear visibility into outreach metrics (email open rates, call connection rates, significant engagements, and meetings booked) alongside detailed notes on individual leads and the reasoning behind targeting decisions.

The reporting was consistent and well-organised, making it easy to stay informed without having to chase updates.

Any adjustments to the outreach strategy, such as shifting persona focus, were flagged proactively and actioned quickly.

Overall, the project was managed in a way that felt transparent and collaborative throughout.

What was your primary form of communication with Clarify?

Virtual Meeting

What did you find most impressive or unique about this company?

The transparency Clarify brought to the engagement stood out. The weekly calls gave us genuine insight into how our target customers were responding to our messaging in real time, what was resonating, what wasn't, and where objections were coming from. 

That kind of direct market feedback is difficult to get any other way, and it proved just as valuable as the meetings themselves.

Their attention to detail in how they documented and reported on each interaction made it easy to trust the process and act on what we were hearing.

Are there any areas for improvement or something Clarify could have done differently?

No major areas for improvement

BACKGROUND

Introduce your business and what you do there.

I’m an enterprise marketing leader at a global digital payments platform that enables individuals and businesses to send, receive, and manage money quickly, easily, and securely.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you have for this project?

We needed support with lead qualification and target list enrichment.

SOLUTION

What was the scope of their involvement?

Clarify provided opportunity and pipeline creation for existing customers and new logos. They worked with 25+ account executives to identify new sales opportunities within their territories. The team delivered regular reports and lists and tracked opportunities.

What is the team composition?

We worked with 2–5 teammates from Clarify.

How did you come to work with Clarify?

Someone referred them to me.

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We worked together from November 2024–November 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Clarify generated 94 qualified meetings, 57 meetings converted into SQOs, $36 million in pipeline (estimated annual revenue) attributed, and $311,000 in booked revenue.

How did Clarify perform from a project management standpoint?

They always delivered on time and were communicative. We used virtual meetings, emails, and messaging apps to communicate.

What did you find most impressive about them?

Clarify partnered with us to support both existing customer expansion and new logo acquisition across the enterprise segment, delivering targeted SDR outreach focused on uncovering new buying groups, generating qualified pipeline, and driving strategic growth opportunities. Working closely with our enterprise sales and marketing teams, Clarify aligned prospecting activity to key campaigns and account priorities, helping increase engagement across existing customers while also opening conversations with net-new enterprise organizations.Supporting more than 25 account executives, Clarify acted as an extension of the enterprise sales function by driving consistent outbound activity, securing meetings with senior decision-makers, and creating moments across both expansion and new business opportunities.

Are there any areas they could improve?

The team was great to work with. Their SDRs were true hustlers and got things done.

BACKGROUND

Introduce your business and what you do there.

I’m a marketing professional for higher education at a software company. We provide creative and digital solutions that enable individuals and organizations to design, collaborate, and deliver engaging digital experiences across various platforms.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarify to accomplish for your higher education marketing initiatives?

We needed BDR support for our ABM marketing activity. We wanted to generate leads for our sales team and support specific campaign goals, such as following up on inbound leads from digital and event activity.

SOLUTION

What was the scope of their involvement?

Clarify provides BDR outreach, lead qualification, nurturing, and appointment setting. The team also follows up on inbound leads from events and digital platforms. Otherwise, they do account-based general outreach.

What is the team composition?

We work with 2–5 teammates from Clarify.

How did you come to work with Clarify?

Someone referred Clarify to me internally because of their proven track record. 

What is the status of this engagement?

We started working with Clarify in June 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Clarify has exceeded our lead targets. They also generate clear sales-qualified leads and associated lead value as a result.

How did Clarify perform from a project management standpoint?

Clarify’s project management is proactive and on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Clarify’s fast start, proactivity, knowledge, and ability to leverage existing and proven playbooks are impressive. Our account executives also highly value them compared to other BDR resources.

Are there any areas they could improve?

There’s nothing they need to improve at this stage.

BACKGROUND

Please describe your company and position.

I am the former Senior Agency Manager of a B2B demand and revenue marketing firm.

Describe what your company does in a single sentence.

Global B2B demand and revenue marketing organisation, using first-party data, intent signals and AI-driven analysis to help B2B brands target and engage buyers precisely across markets

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clarify to accomplish?

• Align account-based messaging with media and audience targeting to create a joined-up approach
• Ensure consistency between strategy and activation, so campaigns reaching priority accounts felt coherent from messaging through to media delivery.
• Strengthen collaboration between our teams to support stronger, more efficient pipeline generation for shared accounts.

SOLUTION

How did you find Clarify?

• Online Search
• Other

Why did you select Clarify over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Clarify were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Clarify led account-based messaging and strategy, our partnership focused on the audience and media expertise to ensure campaigns reached the right accounts effectively. We worked closely together throughout to keep strategy and activation aligned, adapting quickly as priorities shifted.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Closer alignment between strategy and media delivery More efficient, consistent targeting of priority accounts Smoother day-to-day collaboration Greater relevance and consistency in how campaigns reached priority accounts

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Clarify was easy and reliable to work with, clear communication, quick turnarounds, and a collaborative approach that made joint delivery straightforward.

What was your primary form of communication with Clarify?

Email or Messaging App

What did you find most impressive or unique about this company?

Their ability to combine strategic account-based thinking with practical, activation-ready output, and their responsiveness

Are there any areas for improvement or something Clarify could have done differently?

N/A - great team to work with.