Case Study: First Rate expands into new markets with Chief Outsiders

First Rate targets 20% annual growth with Chief Outsiders

First Rate, a financial services technology company, faced the challenge of expanding beyond its successful direct sales model to achieve a goal of 20% annual growth. To help rethink its marketing strategy and enter new markets, the company engaged the services of Chief Outsiders, specifically their fractional CMO Rex Bull.

Chief Outsiders implemented a comprehensive strategy beginning with deep internal and external research to identify growth opportunities. This led to a rebranding, a new website, and targeted campaigns to generate awareness in new market segments and upsell existing customers. The solution built a strong sales pipeline, resulting in the signing of new customers for First Rate's products in new markets and giving the marketing team confidence in their plan to achieve their aggressive growth goals.

First Rate