Scaling an AgriTech Platform with Metrics DisciplineNBFC
The leadership team lacked structured funnel visibility, sales operations were uncoordinated, and the CAC was steadily rising. With Series A funding approaching, the company needed to demonstrate structured growth, efficiency, and retention.
Service Focus: Growth Consulting – Elevate
Industry: AgriTech (Digital Enablement for Farmers & Agri Supply Chains)
challenge
- Rapid growth in user sign-ups but no visibility on conversions or repeat activity
- Sales reps lacked structured territories, targets, or performance dashboards
- CAC was high and rising; no linkage to LTV or segment profitability
- Cross-functional OKRs were not defined; internal accountability was blurred
- No quarterly execution planning or operating cadence at leadership level
our approach
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Capital Crest Consulting was engaged under the Elevate model to bring execution discipline and data clarity into the scaling phase. The engagement focused on four priorities:
1. Funnel Metrics & Sales Visibility – Full-funnel tracking from lead to repeat transaction
2. CAC-LTV Modeling – Segmentation, channel efficiency, and payback logic
3. Quarterly Execution Planning – OKRs, ownership, and review rhythm
4. Team-level Dashboards – Sales, ops, and field productivity trackersWe worked closely with CXOs, regional heads, and functional leaders to align execution with growth aspirations.
key intervention
- Built a funnel visibility dashboard from app registration to repeat purchase
- Developed CAC-LTV calculators by customer cohort and product line
- Defined cross-functional OKRs for leadership and regional teams
- Introduced Quarterly Execution Tracker with weekly stand-ups
- Created Sales Rep Performance Sheets with incentive linkage
- Delivered Branch/Zone Scorecards benchmarked to key growth metrics
the solution
- A visible sales funnel allowed the company to spot drop-offs and optimize rep deployment
- CAC stabilized and began to decline with focus on higher-yield customer segments
- Leadership started functioning on a quarterly rhythm aligned with measurable OKRs
- Sales team productivity rose through transparency and territory-specific targets
- Board discussions shifted from anecdotal wins to structured performance narratives
strategic insight
Growth without structure leads to burnout. At scale, visibility, execution discipline, and accountability frameworks are as critical as product innovation.