Decoration
Case Study

A Construction SaaS Company Achieved 120% Bookings Attainment Across 3 Consecutive Quarters

A $20M B2B construction software company set out to double the business by building a pricing and packaging strategy to support a new People Platform — anchored on HR, Payroll, and Time Tracking.

Categories

  • Product
  • Pricing

Solutions Provided

  • Pricing & Packaging Strategy
  • WTP Research and Market Study
  • Competitive Intelligence
  • Implementation Planning and Roadmap

By pairing WTP research with packaging design, this construction SaaS company hit quarterly growth targets for the first time in 3 years and continued to hit growth targets for the following 3 consecutive quarters.

Hero KPIs
+ 115

Legacy clients migrated to new packaging

2.5 x

Pipeline growth after repackaging

120 %

Bookings attainment on pace

3

Consecutive quarters hitting targets

Company Firmographic

Construction SaaS

Remote Payroll, Document Flow, and a new HR Platform serving construction firms.

$20M Revenue

Targeting growth from $13M to $26M with a broader People Platform.

B2B Software

742 payroll customers across multiple ERP groups, company sizes, and segments.

Situation

The company provides construction software across Remote Payroll, Document Flow and a new HR Platform. With leadership targeting growth from $13M to $26M, the company needed a pricing and packaging strategy that could support a broader People Platform.

Company's Challenge

The company had strong product expansion potential, but needed market-backed evidence to package, price and migrate customers without creating churn risk or leaving value uncaptured.

  • Legacy Remote Payroll pricing varied widely across 742 payroll customers.
  • 336 customers paid below $7 PEPM, exposing price uplift potential.
  • Buyers needed simple bundles across HR, Payroll and Time Tracking.
  • DocFlow pricing required focus without distracting from cross-sell.

Cortado Group Solution Strategies

Benchmark Competitors

Mystery shopped 11 competitors to compare pricing, packaging and positioning.

Interview Buyers

Conducted customer, prospect and churn interviews to sharpen survey design.

Run WTP Study

Collected 163 responses to quantify price sensitivity by module and segment.

Analyze Segments

Compared ERP groups, company sizes and customer types to identify adoption paths.

Design Packages

Built modular and hybrid options anchored on HR, Payroll and Time Tracking.

Product Launch Packaging

Defined launch packaging to structure the new platform offering and support go-to-market.

Set Price Floors

Created discount thresholds to protect margins and guide sales negotiations.

Prioritize Migration

Ranked cohorts by PEPM, employee count and adoption feasibility.

Could the company double its business by using market research, competitive benchmarking and pricing science to launch a new HR Platform while optimizing existing solutions?

Cortado Group Results

  • Cross-sell after the Q4 launch of product — company achieved largest quarter in company history.
  • 3 consecutive quarters hit for the first time in 3 years.
  • On pace for 120% bookings attainment.
  • Successfully migrated 115 clients to new platform (200% of goal).

Have a similar growth story to write?

Tell us where you're stuck — pricing, packaging, migration, or all three — and we'll show you how WTP research and packaging design can move the number.