ClearCompany Increased Win Rates by 24% and Deal Sizes by 17% with Recapped

When top reps started paying for Recapped out of their own pockets, management knew they'd found something special

The TL'DR:

📊 What happened: ClearCompany's sales team adopted Recapped to organize their deals and share resources with prospects

🔍 The problem: Sales reps were losing deals because important materials got buried in email threads, and they had zero visibility into what prospects actually cared about

🚀 The results: Win rates jumped 24%, average deal sizes grew 17%, reps engaged 49% more stakeholders per deal, follow-up meetings increased 27%

💡 The kicker: The tool was so effective that sales reps paid for it themselves for almost a year before the company officially adopted it

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When Your Best Reps Pay Out of Pocket, Pay Attention

It started with Nick Molak, ClearCompany's top sales rep. He discovered Recapped and immediately started paying for it out of his own pocket. No expense report. No manager approval. Just a rep who found a tool that made him better at his job.

Then something unusual happened. Other reps noticed Nick's success and started doing the same thing. For almost a full year, ClearCompany had sales executives spending their own money on a sales tool.

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"It was the first time I've seen sales executives loving something so much they buy it," says Tim Landry, who led the charge to adopt Recapped company-wide. "We had reps paying for this out of pocket for almost a year. That speaks volumes."

Think about that for a second. When was the last time your sales team loved a tool so much they paid for it themselves?

Tim knew he had to investigate. When the company's best performer – the rep crushing quota quarter after quarter – was investing his own commission checks into a tool, it wasn't just a nice-to-have. It was a competitive advantage.

"When your best rep in the entire company is using it, you probably want to make note of it and push it hard," Tim explains.

That's exactly what ClearCompany did.

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Challenge #1: Resources Lost in Email Chaos → Centralized Deal Rooms

The Problem: Lack of Deal Momentum by Lengthy Email Threads

Picture this: You spend 12 hours crafting the perfect proposal. Your team pours their expertise into executive summaries, cost analyses, and product demos. You hit send... and then crickets.

Two weeks later, your prospect says those dreaded words: "Oh, I must have missed that. Can you resend it?"

That was life at ClearCompany before Recapped.

"We had prospects tell us they never even knew we sent proposals," Tim recalls. "We'd do all this work, present it, and it just left their mind the second they got off the call."

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The problem wasn't effort – it was organization. Resources were scattered across:

• Multiple email threads
• Different versions floating around
• Google Docs that Microsoft-based clients couldn't easily access
• Attachments buried 18 emails deep

The Solution: Consolidate Value in One Link

Recapped changed everything with a simple concept: Give prospects one bookmarkable link that houses everything.

No more digging through inboxes. No more version confusion. Just one clean, organized digital deal room where prospects can find:

• All proposals and pricing
• Product demos and case studies
• Meeting recordings
• Next steps and timelines

The Results: Higher ACV through Increased Deal Expansions

The impact was immediate. Tim shares: "I've had prospect meetings this week, and 4 of them brought it up immediately saying how awesome this tool is. They love it."

But here's where it gets interesting. Because everything was organized in tabs, prospects started discovering products they didn't even know ClearCompany offered.

"There have been a number of deal expansions from just going in and seeing a tab that says 'Performance and Engagement' when they came in for recruiting," Tim explains. "The VP goes in, they see it, they click around. Next thing you know, we're demoing performance, and it goes from a $30K deal to a $50-60K deal."

That's the power of organization. When prospects can actually find and explore your materials, they find more value for their business. This ultimately translates to increased revenue for yours.

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Challenge #2: Flying Blind on Buyer Engagement → Real-Time Intelligence

The Problem: Selling in the Dark

In enterprise sales, the person you're talking to is rarely the only decision maker. ClearCompany knew that buyer committees had doubled in size over four years. But there was one massive problem:

They had no idea who else was involved in the deal.

"We weren't doing a good enough job understanding detractors," Tim admits. "We'd lose deals from detractors we never met, didn't even know existed."

The traditional approach wasn't working:

• Sales Navigator showed connections but not engagement
• Email tracking only showed if someone opened a message
• No visibility into what content actually mattered to prospects
• Zero insight into which stakeholders were championing or blocking deals

Reps were essentially flying blind, hoping their champion was sharing information internally.

The Solution: Invaluable Visibility Into Your Deals

Recapped transformed ClearCompany's deals from black boxes into glass houses. Now reps could see:

• Who's viewing materials in real-time
• Which sections prospects spend time on
• When new stakeholders enter the deal
• What content drives the most engagement

Nick Molak, ClearCompany’s top rep for 9 straight quarters, describes the game-changing moment: "The insight, knowing what somebody cares about, what they're looking at, and getting that notification to pick up the phone... I'm always looking for excuses to reach out to clients."

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“This is everything I’ve been wanting to have in my sales process to support me, and I know exactly how I can use it. And I’m going to use it right now. There was no hesitation. I hit the ground running. It really clicked when I started seeing a lot of engagement thereafter. That’s when I was like, ‘Oh, this is giving me intel that I otherwise wouldn’t have had.’ And that’s invaluable to me.”

The Results: Increased Stakeholder Engagements

Tim reports they've "close to doubled the number of people per opportunity that we talk to."

But the real magic happened with unknown stakeholders. "Having folks that come into Recapped that you haven't talked to, that might be in a different department... opening the reps' eyes to 'these departments care about this,'" Tim explains. "They're in it. You gotta go talk to them."

One sales exec shared: "When I see them and get that notification they're in the Recapped, that's the perfect time to shoot a text message."

This real-time intelligence turned passive hoping into active engagement. Instead of wondering if their champion was selling internally, reps could see exactly who was involved and jump into conversations at the perfect moment.

The Data: 49% more contacts engaged per account and 27% more follow-up meetings booked.

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Challenge #3: Outdated Materials & Disjointed Handoffs → Consistent Execution

The Problem:  Challenges with Brand Cohesion and Operational Handoffs

ClearCompany sells premium software at premium prices. But their sales materials told a different story.

"We went through a rebrand about two years ago," Tim explains. "Reps were still blindly sending out the wrong resources. Not on brand. It didn't look professional."

The problem was simple but damaging:

• Reps saved materials on their computers instead of checking the internal wiki
• Old logos and outdated messaging were everywhere
• Google Sheets confused Microsoft-based prospects
• No standardization across the sales team

When buyers become new customers, their experience doesn’t end when the deal closes.

Maggie Mahar, a Senior Sales Executive, describes the handoff nightmare: "When we close a deal, that process could be upwards of a year. Implementation teams were just relying on anything we could forward them."

Nine months of detailed discovery conversations, specific requirements, and promised timelines – all scattered across emails and random documents.

The Solution: One Single Source of Truth

Recapped solved both problems with centralized templates and seamless transitions.

For sales consistency, Tim now controls the entire experience: "I add any new marketing material that comes out, swap out videos, case studies, etc. It's all in one template."

The process became foolproof:

1. Reps create a workspace from the template
2. Everything is pre-populated with current materials
3. Up-to-date resources appear automatically
4. Reps can hide or customize without breaking brand standards

For handoffs, Maggie pioneered a new approach: "I've started to put together a separate Recapped for that handover specifically for the implementation manager and customer success manager."

The Results: A Seamless and Professional Buying Journey at Scale

No more unnecessary moments with outdated materials. No more implementation teams asking questions that were answered six months ago.

"Implementation managers and customer success managers say how helpful this is," Maggie reports. "They know exactly what the prospect wants and needs moving forward."

The ripple effects went beyond just looking professional:

• Reps save hours not hunting for resources
• Prospects see a polished, consistent experience
• Implementation happens faster with better context
• Customer success starts with complete deal history

Tim sums it up perfectly: "When you're not there in meetings internally on the prospect side, they don't get to meet you. They just get to see what materials you have in front of them."

Now those materials always tell the right story.

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The Results

When ClearCompany rolled out Recapped across their sales team, they weren't hoping for incremental improvements. They got transformation.

📈 Win Rate: +24%

That's what happens when buyers can actually find what they need and sellers know exactly who to talk to.

💰 Average Contract Value: +17%

Prospects discovered new offerings and products within their shared Recapped workspaces. Those "browsing sessions" turned into easy and successful upsells and expansions. Average deals grew from $30K to $35K+, with some jumping to $50-60K when buyers explored additional solutions.

🤝 Follow-Up Meeting Ratio: +27%

More prospects saying yes to next steps. Because they could review materials between calls and come prepared with real questions instead of asking for things to be re-sent.

👥 Contacts Touched per Account: +49%

ClearCompany nearly doubled their stakeholder engagement. Hidden decision makers revealed themselves. Champions had tools to sell internally. Detractors got addressed before they could kill deals.

Recapped’s ROI for Revenue Teams

Let's put this in perspective. If a sales team closes 100 deals per year at $30K each:

• Before Recapped: $3 million in revenue
• After Recapped: $4.37 million in revenue
• Net gain: $1.37 million in additional revenue

And that's before counting the time saved, the faster implementations, and the better customer experience that leads to renewals and referrals.

Tim puts it simply: "There isn't a single deal that we have in flight that doesn't have a Recapped associated."

When every deal gets the Recapped treatment, every deal gets better.

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To recap

Here's what made the difference: Recapped made ClearCompany's reps easier to buy from.

Think about your own purchasing experiences. Who would reduce the most friction? The vendor who sends scattered emails and outdated PDFs? Or the one who gives you a clean, organized space where you can find everything, share with your team, and to make the most educated decision?

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Tim nails it: "This is the modern way of sales. Buyers do their own research. They don't always want to hop on a Zoom for every single question. This makes it simple for them."

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How easy you are to work with could be their deciding factor.

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The "Recapped Test" for Your Sales Team

Ask yourself three questions:

1. Are your reps struggling to keep deals organized across email threads?
2. Do you have visibility into which stakeholders are actually engaged?
3. Would your best reps pay for a tool out of their own pockets?

If you answered yes to even one of these, you're leaving money on the table.

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See Recapped in Action

ClearCompany increased win rates by 24% and deal sizes by 17%. Their top reps loved it so much they paid for it themselves. 

Want to see exactly how Recapped can transform your sales process?

Schedule a personalized demo today and discover why sales teams are choosing Recapped to win more deals, faster.

Give your buyers’ their best experience and your sellers visibility as an advantage against your competitors. Your next quarter's results depend on the tools you choose today.

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