Oppty | B2B Financial Technology + Consulting

From Custom Chaos to Scalable Growth

How Oppty Turned a Messy Service Model into Repeatable Revenue

Timeline

2025

Website

Oppty

Program

ThriveSide Framework

Adoption

Oppty

Where We Started

Oppty had strong relationships and long-term clients, but no structure. Every engagement was custom. Their team was overwhelmed, sales were stalled, and their CRO couldn’t focus on growth because he was buried in delivery.

Symptoms:

  • Every client engagement was bespoke
  • CRO had no time to pursue new business
  • No clear offers or packaging. Hard to sell and harder to deliver
  • Sales and fulfillment handoffs were messy and time-consuming
  • Client renewals were at risk due to lack of structure

What We Did

FBF helped Oppty separate growth from chaos by productizing their offer and building structure into every stage of the business.

Key Shifts We Made:
✔ Split the conversation: one path for existing clients, another for new business
✔ Clarified and packaged repeatable services into 90-day sprint offers
✔ Installed a structured sales process with clear handoffs and deliverables
✔ Defined team roles and responsibilities so the CRO could focus on sales
✔ Created lead-gen systems, including high-performing webinars focused on a clear ICP

What Changed

We helped Oppty productize their service, organize their team, and rebuild a sales system that finally made growth sustainable.

✅ Retained and upsold 90% of their existing clients
✅ Closed 2 new clients in 30 days after nearly 2 years without new business
✅ Launched webinars attracting 150–200 qualified prospects at a time
✅ Built a sales system that didn’t rely on one person doing everything
✅ Finally created a scalable model that didn’t collapse under growth

Oppty retained and upsold 90% of clients, ended a two-year new client drought, and built a sales-to-delivery system that finally runs without friction.

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