Case Study: Stage 1 Financial achieves 190+ appointments and scalable sales growth with CIENCE, Inc.

A CIENCE, Inc. Case Study

Preview of the Stage 1 Financial Case Study

How CIENCE Set Over 190 Appointments with CEOs and Founders for an Outsourced Finance and Accounting Services Company

Stage 1 Financial, an outsourced accounting and finance provider for fast-growing, investor-backed companies, needed sales support that understood data research to build targeted pipelines for its industry-specific offerings. To fill that gap, Stage 1 Financial partnered with CIENCE, Inc. for sales development, hiring a dedicated full-time Sales Assistant from CIENCE’s people-as-a-service model to generate leads and perform targeted outreach.

CIENCE, Inc. provided human-driven, software-augmented sales research and personalized outreach, launching over 10 campaigns and setting more than 190 appointments in one year. The engagement proved cost-effective and highly communicative, earned top client ratings, and enabled Stage 1 Financial to scale its sales efforts and focus on core business without the expense of an in-house SDR.


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Stage 1 Financial

Katy Triefenbach

Chief Executive Officer


CIENCE, Inc.

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