Phi case studies: One machine. Seven companies. The same shape of result.
Ten case studies, measured in revenue closed, markets entered, pipeline built and teams scaled.
Case studies: All case studies
10 case studies shown
AtoB, Sales
7%Market share in US trucking, and an $800M valuation.SalesFintechAtoB, Customer experience
40%Higher CSAT, with onboarding time down 65%.Customer experienceFintech
TruckX, Sales
8xARR growth, from $2M to $16M.SalesLogistics
DataTruck, Sales
$2.5MARR, and a $12M Series A.SalesLogisticsDataTruck, Customer experience
FasterOnboarding, rebuilt as a retention engine.Customer experienceLogistics
DigitalOcean, Sales
33%Year-over-year growth at 37% lower CAC.SalesCloudDigitalOcean, Customer experience
+8NPS points across APAC.Customer experienceCloud
Payoneer, SDR
44Deals closed, at $205 per deal.SDRFintech
Shipwell, GTM strategy
$11MPipeline in 12 months, $6M from new outbound.GTM strategyFreight tech
Mudflap, GTM strategy
150%Higher conversion on a validated ICP.GTM strategyLogistics
The numbers: The results
- $1B+Revenue generated for clients.
- 20+Companies operated inside, Series A to public.
- 7%Market share in US trucking, won for AtoB.
- 8x+Revenue growth delivered for clients.
- 2x+ROI inside the first 90 days.
How we count it: $1B+ is cumulative revenue closed inside the motions Phi operated, across 30+ engagements, measured against each client’s own reporting during our tenure. Not annualised, not a projection. The case studies are a sample, not the total.
Flagship record: The AtoB record
“They adapted to an environment that changed daily, and never stopped improving the process.”
- Context
- A fintech in one of the most competitive categories there is, with a small customer base and no commercial machine to scale it.
- Mandate
- Build and run the commercial system that turns a small base into market share.
- System
- A full SMB sales organization, plus 24/7/365 multi-channel support, collections and onboarding. 150+ Phi operators across the revenue motion.
- Execution
- Our operators ran the daily motion on the Phi cadence, inside AtoB's stack, accountable to the number.
- Outcome
- 7% market share in US trucking. AtoB reached an $800M valuation in the same period.
- Learning
- The SMB acquisition plays and the collections and onboarding back end went straight into the Phi Operating System.
The Operating Record: How we record every engagement
The same six fields, whatever the market or mandate. The shape repeats; the number changes.
- 01
Context
- 02
Mandate
- 03
System
- 04
Execution
- 05
Outcome
- 06
Learning
Every engagement is diagnosed, built, operated and measured the same way. That is why a result at AtoB is evidence for what the system does at yours.
Learning compounds. What works in one engagement sharpens the next, so the system gets faster and harder to copy.
Talk to us: Request the full case studies.
We will send the full Operating Record for the clients closest to your market: the systems, the cadence and the outcomes.
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