Case study

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

Categories
Product & Pricing
Solutions provided
Pricing & Packaging Strategy
WTP Research and Market Study
Competitive Intelligence
Implementation Planning
Implementation Roadmap
The key insight

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.

Results at a glance
3x
Consecutive Target-Hitting Quarters
120%
Bookings attainment
+115
Legacy clients migrated
2.5x
Pipeline growth after repackaging
See where yours breaks

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.

The 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.

The Cortado Group solution

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.

Set Price Floors

Created discount thresholds to protect margins and guide sales negotiations.

Prioritize Migration

Ranked cohorts by PEPM, employee count and adoption feasibility.

Product Launch Packaging

Designed go-to-market packaging aligned to the Q4 HR Platform launch.

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?

Results

3x
Consecutive Target-Hitting Quarters
120%
Bookings attainment
+115
Legacy clients migrated
2.5x
Pipeline growth after repackaging
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. across target segments.
On pace for 120% bookings attainment.
Successfully migrated 115 clients to new platform (+200% of goal).
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