Case Study - B2B SaaS · Fintech · Pre-Revenue
Mass market pipeline built across large, mid-size, and small accountancy firms. Majority agreed a business case or proof-of-concept. Product launches May 2026.
Where we are
£40M+ unweighted ARR pipeline built from zero. Mass market pipeline across the UK accountancy sector, with the majority of conversations reaching business case or proof-of-concept.
Part 01
AuditBot’s founders are deep experts in statutory financial audit, operating in one of the most risk-averse and process-driven sectors in professional services. Their expertise is technical and industry-specific. What they needed was someone who could build and lead the commercial function, and who would be the right cultural fit for a team where trust and shared values matter enormously.
When I joined, the product was in build. There was an instinctive sense of who the customer was, but no documented ICP, no research into how the proposition connected to the buyer’s emotional decision-making, and no go-to-market framework or pipeline. The commercial foundations needed to be properly architected from the ground up.
Part 02
Part 03
A pipeline spanning the largest, mid-size, and small accountancy firms in the UK market, including firms at the very top of the sector. The majority of conversations progressed to an agreed business case or proof-of-concept stage, with conversion to revenue expected at product launch.
AccountEx London 2025 delivered genuine traction and sector-wide interest. The commercial architecture, CRM, and contracting infrastructure are built and ready to scale.
“Helen excels in giving strategic direction and also possesses the ability and enthusiasm to work hands-on, and build the pipeline, engaging with clients and assisting wherever required.”
Jack Johnston - CEO & Co-Founder, AuditBotIf any of this sounds like your business, book a free 30-minute call and we’ll get straight into it. No commitment, no proposal. Just an honest conversation about your commercial challenge and whether I’m the right person to help with it.
Book a free 30-min callFree · 30 minutes · No pitch, no proposal