Scaling Revenue and Retention Through the Data-Driven Ambassador Program

Project management, automation, lead management

At Ageras, I turned a churn risk into a revenue opportunity by designing and scaling the Ambassador Program – a strategic initiative that connected clients from Billy’s bookkeeping software with certified accounting partners via the Ageras Advisory (Previous Ageras Marketplace.)

The goal of the Ambassador Program was to drive cross-team growth, rolling out internal SaaS tools to ensure adoption and collaboration

This case shows how I combine automation, segmentation, and real-time data insights to build high-impact programs that scale.

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Challenge

Billy’s bookkeeping software clients frequently outgrew the platform’s capabilities, creating risk for churn and missed revenue opportunities.

Ageras needed a scalable solution to connect these clients with its Marketplace of accounting partners – efficiently, profitably, and with minimal manual intervention.

Approach

I led the end-to-end development, launch and scaling of the Ambassador Program, a data-driven initiative designed to match Billy’s clients with certified accountants, auditors, and bookkeepers through automated flows and strategic segmentation: 

• Process Automation and Structuring:
  Designed a fully automated lead intake and routing system using Slack integrations, tagging logic and dynamic partner matching based on capacity and specialization.
  
  

• Revenue Model Innovation:
  Created flexible Pay-Per-Spot and Contract models to align partner needs with predictable revenue.
  
  

• Client Segmentation and Partner Matching:
  Developed structured segmentation logic based on industry, revenue potential and complexity.
  
  

• Data Monitoring and Optimization:
  Built dashboards in Lightdash to monitor lead quality, ROI, churn prevention and operational flow.
  
  

  1. • • Partner Enablement:

Produced onboarding resources, led enablement sessions and established a partner feedback loop for continuous improvement. 

Results

• Increased partner satisfaction and reduced turnover

• A scalable program blueprint for replication across markets

• Created a scalable model for international expansion and demand for internal SaaS tools

Technologies and Methods Used

• SQL for Program Performance Tracking

• Lightdash Dashboards for Real-Time Monitoring

• Slack Automation & Tagging Logic

• CRM Integration for Partner Management

• Revenue Model Design (PPS & Contracts)

Key Insights

The success of the Ambassador Program demonstrated how operational structure, flexible revenue models, and automated lead flows can turn risk into opportunity.

By aligning stakeholder incentives and embedding data visibility into every step, we created a scalable growth engine that benefitted clients, partners, and the business alike.