Vertical Incubation & Expansion for $4B SaaS

Case Study
Vertical Incubation & Expansion for $4B SaaS

Growth plateaued in core segments. New Wave introduced a vertical Go-to-Market framework linking product, marketing, and sales with segment-specific plays that drove incremental ARR and margin expansion.

Opportunity

  • Generic messaging and limited industry differentiation
  • No repeatable vertical sales framework
  • Weak feedback loop between product and field teams

Approach

  • Developed five vertical ICP playbooks and aligned sales assets
  • Enabled partner co-marketing and performance tracking
  • Integrated adoption and NPS metrics into rev dashboards

Outcome

  • $25M incremental ARR
  • Win rate ↑ 14 pts | NPS ↑ 37%
  • 3-year ROI ≈ 4×

About the Author

Jason Lee, Managing Partner at New Wave Associates, specializes in go-to-market optimization and revenue operations transformation for growth-stage companies.

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