Case Study

Fractional GTM Leadership for a Medical Devices Reseller

Built the full commercial infrastructure from the ground up - CRM, automation, process, and the hire to run it.

Outcomes
25% Leads to Opportunities
31% Pipeline Growth YoY
1 hire Marketing Associate Placed
Case Study Brief

How it Happened

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Context

Starting point

A New Zealand-based medical devices reseller had built a credible APAC presence through events and referrals. The pipeline was real. The relationships were real. But the commercial infrastructure behind them was not.

There was no CRM, no marketing automation, and no documented process for handling enquiries or progressing leads. The founding team knew what growth required - they did not have the internal capability to build it.

Constraint

What had to change

The client needed a complete commercial function built from scratch: CRM architecture, marketing automation, documented processes, team training, and a marketing hire capable of owning it all - inside a defined timeframe, without a full CMO search.

Execution

What EasyGTM built

EasyGTM engaged as Fractional GTM Lead for a three-month sprint.

We documented the current commercial state and consolidated all historical lead data - sourced from inboxes, spreadsheets, and personal contact lists - into a single working dataset before any system build began.

We designed the CRM field structure, validation rules, and SLA workflows from scratch, then implemented Zoho CRM and Zoho Marketing Automation in full, with hands-on training delivered throughout so the team could operate independently from day one.

Every workflow was documented in operational playbooks - not technical manuals, but plain-language guides the team could actually follow. Sales and marketing training was delivered across the full team covering lead handling, CRM discipline, and pipeline progression.

We then defined the marketing associate role, ran the search, assessed candidates, and placed a hire capable of owning the new system and running the first phase of outbound marketing activity.

Phase 2 - covering the next six months of GTM activity - has already been kicked off.

Next Step

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