Case Study

How Avidity Helped ForgeTech Systems Increase Revenue by 41% in Six Months

ForgeTech Systems is a growing B2B manufacturer that builds custom metal components for mid-market construction and equipment suppliers. They had strong demand, but their sales motion was informal, founder-dependent, and difficult to scale. They came to Avidity because they needed a system that matched their real world needs.

Client Background

Before working with Avidity, ForgeTech relied on the founders and a handful of sellers to manage nearly all revenue-related activity. Deals closed inconsistently and without a clear understanding of what actually drove success.

The Challenge

Through interviews, call reviews, and pipeline analysis, Avidity identified four primary blockers:

  • No repeatable sales process across reps.
  • No training or onboarding framework.
  • Deal tracking done through memory and spreadsheets.
  • Low confidence in pricing and objection handling.

What ForgeTech Needed

  • A simple, real-world sales process.
  • Training built on their market and buyers.
  • A basic CRM workflow that reps would actually use.
  • Confidence at key selling moments.

Avidity’s Approach

Avidity delivered the engagement in three phases:

Phase 1: Build the Foundation

  • Defined a clear sales journey.
  • Created simple call flows for consistency.
  • Introduced pre-call planning to increase intentionality.

Phase 2: Weekly Training & Facilitation

  • Real deal roleplays based on active opportunities.
  • SPIN-style discovery training.
  • MEDDICC-aligned qualification.
  • Feedback loops tied directly to the pipeline.

Phase 3: Build the System

  • Configured a lightweight CRM aligned to the new motion.
  • Defined stages, KPIs, and standardized workflows.
  • Coaching frameworks for founders and managers.

The Results

Within six months, ForgeTech saw measurable and consistent improvements across sales performance.

Revenue Impact
+41%
Growth driven by better conversations, not more leads.
Pipeline Quality
3.4×
More qualified deals with SPIN + MEDDICC.
Close Rate
+28%
More consistent selling across the team.
Missed Follow Ups
-95%
Structured workflow eliminated dropped deals.

Faster Onboarding & Higher Confidence

New hires onboarded in less than half the time. Reps reported increased confidence and a stronger grasp of pricing, objections, and closing for next steps.

“Avidity did not just teach us how to sell. They gave us a system that fits who we are. Our conversations are cleaner, our confidence is higher, and for the first time our revenue reflects the quality of our product.”

CEO, ForgeTech Systems

Why This Matters

ForgeTech represents the kind of team Avidity specializes in supporting — founder-led, product-strong, and poised for scale with the right systems behind them.

Avidity helps small teams and growing companies move from improvised selling to simple, repeatable systems that scale.

If you’re ready for structure, clarity, and a sales engine built for your stage, Avidity can help you build it.

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