Ledgerly

·

2021

·

Positioning

Repositioning Ledgerly for finance teams

18% → 27%

Win rate

var(--variable-tMzMBx18I)

My role

Senior Product Marketing Manager

Team

3 people: me, a designer and a sales lead

Timeline

Four quarters, 2020 – 2021

Channels

Website, sales enablement, partner channel

The brief

Ledgerly was pitched to accountants as a list of features, and every competitor had the same list. Win rate had sat at 18% for a year.

What I did

I interviewed 120 customers and found the one thing they all mentioned: hours saved at month-end. We rebuilt the story, the deck and the website around that number.

  • 120 customer interviews, tagged and shared with the whole company

  • A new pitch built around hours saved each month

  • A sales deck cut from 42 slides to 12

Two colleagues reviewing a printed chart at a café table

What changed

Win rate rose from 18% to 27% over four quarters, and finance teams became the fastest-growing segment.

What I’d do differently

I would measure time saved inside the product from day one, so the number came from data, not only from interviews.

Finance teams don’t buy features. They buy their Friday afternoons back.

Emma Whitson

Create a free website with Framer, the website builder loved by startups, designers and agencies.