Case Study: Ruby Money

 

Background

Ruby Money is a technology platform helping solopreneurs with their tax applications and bookkeeping, with on-demand support from a network of experts.

Challenge

Ruby Money was seeking advice on how to optimize its existing and prospective partnerships to maximize the company’s growth.

Solution

Embedded analyzed Ruby Money’s partnership ecosystem to make recommendations of where to focus attention. This included:

  • Evaluating Ruby Money’s historic partnership pipeline to identify the areas of the funnel where there was the most opportunity for improvement, with recommendations of how to increase the close rate

  • Building a repository of benchmarks, informed by past partnership metrics, to be used in evaluating partnerships and campaign performance

  • Developing a framework for how to decide which partnerships to focus on in the short term

Services: Partnership Go-to-Market Strategy, Fractional Executive Team Member

Result

“As a pre-seed CEO, leaning on experienced operators has been invaluable as we are building a platform to empower the growing unique needs of the solopreneur.” Angie Moody, Founder & CEO, Ruby Money