Engagement Highlights

– Strengthened go-to-market execution while expanding through acquisitions.

– Clarified value messaging across a broader product suite.

– Built role-specific playbooks for sales and account teams.

– Delivered targeted training to improve execution quality.

– Improved opportunity conversion and supported account expansion.

– Helped drive nearly 25% revenue growth.

The Opportunity

Level Data needed a clearer way to explain its value across a growing set of offerings and buyer types as the company expanded through acquisitions. It also needed more consistent sales and account management processes to support efficient pipeline movement and account growth.

Founded to help school districts improve data quality and turn fragmented information into usable insight, Level Data built its business around a critical challenge in K–12 education. But as the company added validation, directory, integration, and reporting tools, it needed a stronger framework to connect those capabilities to buyer priorities such as cost savings, faster decision-making, and deeper operational insight. At the same time, a growing team needed shared language and repeatable processes to qualify, close, and expand opportunities more effectively.

The Solution

Level Data built a more structured revenue motion around buyer outcomes.

– Created a value proposition framework tied to district buyer priorities.

– Built sales and deal velocity playbooks to improve qualification.

– Developed closing and expansion playbooks to support account growth.

– Trained sales and account teams on shared processes and messaging.

The Results

– 25% revenue growth, increasing revenue from approximately $4M year over year.

– 30%+ sales opportunity conversion rate, reflecting stronger qualification and closing performance.

– 1 more scalable sales and account model aligned growing teams around shared execution.