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Sales acceleration

Sales Account planning


Drive Sales Success through Strategic Insights

Account Planning: Unleash the Power of Strategic Sales

Unlock the power of strategic sales with our comprehensive account planning services. With our proven methodologies, you can enhance your ability to close deals with greater predictability and repeatability. By understanding your customers' needs, identifying pain points, and crafting compelling value propositions, you'll tailor your approach for maximum impact. Equip your sales team with the right tools, training, and enablement to engage effectively with customers. Foster collaboration and drive a culture of success within your organization. Experience the transformative results of strategic account planning and elevate your sales game to new heights.

Step 1: Understand the customer

Unleash the Power of Customer Insights

At Mahdlo, we believe that the key to success lies in understanding your customers like never before. Our in-depth customer research and analysis provide you with the insights you need to tailor your approach and meet their specific needs. By uncovering their pain points and challenges, we empower you to effectively address and resolve them, positioning yourself as a trusted problem solver. Discover the power of customer insights and supercharge your closing deals strategy with Mahdlo.

Step 2: Identify key pain points

Solve Customer Challenges with Precision

Every customer faces unique challenges, and understanding their pain points is the first step towards delivering exceptional solutions. At Mahdlo, we specialize in identifying and prioritizing your customers' key pain points, giving you a competitive advantage. Our expert team will help you analyze and address these challenges head-on, ensuring that your solutions hit the mark every time. Be a problem-solving hero for your customers with Mahdlo.

Step 3: Craft a compelling value proposition

Unleash Your Unique Value

In a crowded marketplace, it's crucial to differentiate yourself and clearly communicate your value. At Mahdlo, we help businesses like yours craft a compelling value proposition that resonates with your target audience. Our team of experts will work closely with you to identify and articulate your unique benefits and value, ensuring that your message stands out and captivates potential customers. Discover the power of a compelling value proposition with Mahdlo.

Step 4: Create a messaging framework

Consistent Messaging for Maximum Impact

Communication is key, and at Mahdlo, we understand the importance of consistency and impact. With our expertise in messaging frameworks, we'll help you create a unified voice that resonates with your customers at every touchpoint. From your website to sales presentations and beyond, our proven strategies will ensure that your messaging is persuasive, cohesive, and aligned with your unique value proposition. Amplify your impact with Mahdlo's messaging framework.

Step 5: Generate a robust organizational chart

Navigate the Decision-Making Landscape

In the complex world of B2B sales, knowing who holds the decision-making power can make all the difference. With Mahdlo's robust organizational chart, you'll gain invaluable insights into the structure and dynamics of your customer's organization. Identify key stakeholders, influencers, and decision-makers, enabling you to navigate the decision-making landscape with confidence. Stay one step ahead and seal the deal with Mahdlo.

Step 6: Develop sales tools and provide training and enablement

Empower Your Sales Team for Success

A well-equipped sales team is the backbone of any successful business. At Mahdlo, we specialize in empowering sales teams for success. Our tailored sales tools, coupled with comprehensive training and enablement programs, give your team a competitive edge. From effective sales techniques to in-depth product knowledge, we provide the resources and training necessary to engage customers and confidently close deals. Elevate your sales game with Mahdlo.

Step 7: Foster a culture change through training and enablement

Cultivate a Winning Mindset

Success starts from within, and at Mahdlo, we believe in cultivating a winning mindset. Through our training and enablement programs, we help drive a culture change within your organization. Our expert trainers will instill the values of collaboration, customer-centricity, and alignment with the account plan. Experience the transformative power of a unified team committed to closing deals with Mahdlo.

Case Study

SaaS Billing/Revenue Recognition Company's Growth Journey

A San Jose-based SaaS Billing/Revenue Recognition company needed to acquire net new-logo business to secure Series A Funding. The company implemented a new GTM strategy, expanded sales operations in the EMEA region, and adopted the MEDDIC sales process. As a result, they achieved a 25% increase in new logo business, a 37% increase in ARR, and secured $13M in Series A Funding. These actions positioned the company for continued success in the competitive SaaS Billing/Revenue Recognition market.


A SaaS Billing/Revenue Recognition company based in San Jose, CA, faced the challenge of growing its pipeline and acquiring net new-logo business to secure Series A Funding. To accomplish this, the company recognized the need to expand its sales operations in the EMEA region and sought to develop an effective strategy to achieve its goals.


To tackle the challenge at hand, the company implemented the following actions:

GTM Strategy Development: A dedicated team was formed to develop an entirely new Go-to-Market (GTM) strategy. This strategy aimed to identify and penetrate target markets, define competitive positioning, and outline key messaging to effectively engage potential customers.


EMEA Sales Organization: The company recognized the importance of establishing a strong sales presence in the EMEA region. As part of their action plan, they hired and trained a specialized sales team comprising Direct Sales, Partners and Alliances, and Inside Sales representatives. This diverse team was equipped with the necessary tools and training to effectively engage with prospects and drive revenue growth.

 MEDDIC Sales Process Implementation: To maximize sales effectiveness, the company adopted the MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion) sales process and approach. This framework ensured a consistent and structured approach to sales engagements, allowing the team to identify key decision-makers, understand customer pain points, and align their offerings with customer needs.


The company's actions yielded impressive results, demonstrating the effectiveness of their approach:

25% Increase in New Logo Business: The implementation of the new GTM strategy, coupled with the expansion into the EMEA region, resulted in a 25% increase in net new-logo business. This indicated the company's ability to successfully penetrate new markets and acquire customers that were previously untapped.

37% Increase in ARR: By focusing on building a robust sales organization, implementing a structured sales process, and leveraging the new GTM strategy, the company achieved a remarkable 37% increase in Annual Recurring Revenue (ARR). This significant growth in revenue indicated the successful conversion of new prospects into long-term customers.

Secured $13M Series A Funding Round: The positive results achieved by the company, including the growth in new business and ARR, played a crucial role in securing a Series A Funding Round of $13 million. This achievement validated the company's growth potential and the confidence investors had in its future success.

 Overall, the company's proactive actions, including the development of a new GTM strategy, expansion into the EMEA region, and the adoption of the MEDDIC sales process, resulted in substantial business growth. The significant increase in new logo business, ARR, and the successful fundraising round positioned the company for continued success in the competitive SaaS Billing/Revenue Recognition market.


increase in new logos
increase in ARR
secured series A funding
Advisor expertise

Practice Leaders

Our team of CMO Advisors are well-versed in all of our practices and boast profound expertise in their respective subject matters. With such executive-level talent at your disposal, you can feel confident in the security of your business's future.

Eric Steller
Managing Partner + CRO

Eric Steller

Mark Scott
Advisor + CRO

Mark Scott



Our team is a powerhouse of experts who work together seamlessly to transform revenue trajectories. We trust each other to deliver outstanding results, and our combined experience and expertise have created a force for positive change that goes beyond just a group of individuals.