How We Helped Kluster Scale and Secure a Series A
From operational chaos to securing $5M in Series A funding, discover how we transformed Kluster's business operations through AI-driven systems and strategic improvements.
Background
When we first started working with Kluster, they were a typical fast-paced startup with lots of potential but without the operational foundation needed for sustainable growth. Like many early-stage companies, Kluster faced several key challenges that needed to be addressed to enable their next phase of growth.
Challenges
Lack of Operations Structure
No formal operations in place, with team members wearing multiple hats leading to unclear roles and responsibilities.
Poor Lead Targeting
Struggled with targeting and identifying the right customers, with subpar data providers and no systematic approach.
Absent Marketing Strategy
No organized marketing strategy or supporting materials, leading to sporadic lead generation.
Inefficient Sales-CS Handover
Information loss during Sales to Customer Success transitions, causing inefficient onboarding.
Unclear Product Direction
Difficulty turning product ideas into actionable development plans, resulting in slow progress.
Documentation Gaps
Outdated knowledge base and limited up-to-date product documentation or video content.
Solutions
Operations Overhaul
- •Implemented optimized systems and clear KPI tracking
- •Clarified roles and responsibilities
- •Established structured processes
Targeted Lead Generation
- •Refined ICP based on customer data
- •Set up qualified account generation system
- •Implemented lead prioritization framework
- •Conducted TAM/SAM/SOM analysis
Marketing Infrastructure
- •Implemented automation tools for lead scaling
- •Established content production system
- •Created regular content calendar
Sales-CS Integration
- •Structured handover process implementation
- •Information transfer optimization
- •Enhanced onboarding experience
Product Development Structure
- •Created structured product development process
- •Implemented actionable DevOps roadmap
- •Enhanced product direction communication
Knowledge Management
- •Updated entire knowledge base
- •Created high-quality video guides
- •Implemented documentation update system
Results
Series A Funding
Successfully secured in a challenging investment market
Operations Efficiency
Improvement in team coordination and task management
Lead Quality
Increase in qualified lead generation
Customer Satisfaction
Positive feedback on improved onboarding process
Conclusion
Kluster was able to lay down the operational foundations necessary to scale effectively and secure the investment needed to fuel their next stage of growth. With a focus on implementation, Kluster now has the systems and processes in place to grow sustainably while delivering value to both their customers and investors.
A word from Kluster's Founders
"We went from wearing multiple hats with no clear processes to having systems in place that have streamlined every aspect of our business. The impact on our growth has been huge."
Dan Thompson
Co-Founder & CEO - Kluster
Hear from the Kluster Team
See how our systems and processes impacted every level of the organization
Elliott is an ops legend! He immediately helped me create and deploy processes to align commes through the business
Matt Stevenson
Design Lead - Kluster
Helped us generate more new business demos and generate them more efficiently too!
Josephine Tse
SDR Manager - Kluster
Not only are the systems impressive, they ensured the entire team was fully trained and aligned on how to use them
Lucy Moore
Technical Implementation Manager - Kluster
Key part of keeping the CS/AM team on track and in check. Enabled us to use our CRM in conjunction with our commission tool, call recordings which improved the speed at which we could input data and reduced the lengthy sequences we had to do before to ensure everything was logged correctly.
Charlotte Payne
Key Account Manager - Kluster
He loves to help people. Elliott went above and beyond to help Kluster streamline processes, reduce delays in communication & lost information, meaning people had more un-interrupted time to focus on their work.
Enea Sharxhi
Senior Data Analyst & Performance Specialist - Kluster
Previously I felt a bit disconnected between C-Level product ideas and roadmaps. Now I feel more connected again and aligned with the bigger picture.
Jonny Caufield
Senior Developer - Kluster
Elliott is an ops legend! He immediately helped me create and deploy processes to align commes through the business
Matt Stevenson
Design Lead - Kluster
Helped us generate more new business demos and generate them more efficiently too!
Josephine Tse
SDR Manager - Kluster
Not only are the systems impressive, they ensured the entire team was fully trained and aligned on how to use them
Lucy Moore
Technical Implementation Manager - Kluster
Key part of keeping the CS/AM team on track and in check. Enabled us to use our CRM in conjunction with our commission tool, call recordings which improved the speed at which we could input data and reduced the lengthy sequences we had to do before to ensure everything was logged correctly.
Charlotte Payne
Key Account Manager - Kluster
He loves to help people. Elliott went above and beyond to help Kluster streamline processes, reduce delays in communication & lost information, meaning people had more un-interrupted time to focus on their work.
Enea Sharxhi
Senior Data Analyst & Performance Specialist - Kluster
Previously I felt a bit disconnected between C-Level product ideas and roadmaps. Now I feel more connected again and aligned with the bigger picture.
Jonny Caufield
Senior Developer - Kluster