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AI startup · Strategy and workflow

$130K found before anything was built

Company held by agreement. Every number here is from their own books and analytics.

Measured in their books
$130K
Found and reallocated in the first month, from the gap scan alone, before any build started.
The results

The money came first, then the growth

$130Ksaved and reallocated in the first month, from the gap scan alone.
2 new clients closedwithin 60 days.
+35% sales trafficin the first month.
5-10 hrsback every week from social media automation
Month 1savings landed before any build
Dailythe realigned strategy runs the company
The objective

Direction to scale

Give a technical team direction to scale: find where the money was leaking, translate the tech for buyers, and map exactly what was needed to convert.

The work

What the gap scan found, and what we deployed

What the gap scan found

  • Two key roles undefined, work landing on the wrong desks.
  • Spend spread across tools and efforts nobody owned.
  • Deep tech the buyer could not understand, so it was not converting.

What we deployed

  • Audited the team and spend, reallocating $130K to positive-ROI work.
  • Target market alignment that turned the offer into active lead generation.
  • Social media automation that gave the team 5 to 10 hours back every week.
  • Buyer-first branding and messaging that translated deep tech into what buyers want.
  • A full strategy realignment so the company keeps scaling through partnership networking.
  • Worked directly with the investors to align the strategy to real ROI numbers.
The story

How it came together

They came in asking for help with growth. The gap scan found the money first. Spend was spread across tools and efforts nobody owned, two key roles were undefined so critical work kept landing on the wrong desks, and the product, genuinely deep AI, was described in language buyers could not follow.

Before building anything, BERMO audited the team and the spend and put $130K back to work in the first month. Then came the realignment: the target market was defined so the offer became active lead generation, messaging translated the tech into what buyers actually want, and social media automation gave the team 5 to 10 hours back every week.

The bigger move was strategic. BERMO realigned the entire growth strategy so the company could keep scaling through a partnership networking strategy, and worked directly with the investors to tie every decision to real ROI numbers.

Sixty days in: +35% sales traffic and 2 new clients closed. The realigned strategy is what the company runs on today, and it is built to keep compounding.

A note on this engagement
The client is unnamed by agreement, standard for BERMO engagements. The numbers are from their own books and analytics, and references are available on an intro call.
More work

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