Puzzle | NYC, USA.
About the company
Puzzle Financial is a Y-combinator backed startup (65M in funding) data platform for startups, designed to streamline accounting processes through AI-powered solutions. Puzzle offers real-time financial insights, automates transaction categorization, and provides seamless integrations with tools like Stripe, Gusto, and Brex. This approach empowers founders to stay ahead of their financial health without guesswork.
Headquarters
NYC, USA.
Industry
Technology
Puzzle.io, a fast-growing financial management platform, partnered with BeGlobal to enhance its partnership strategy and drive scalable growth. BeGlobal provided top-tier talent through a flexible subscription-based model, delivering specialized expertise to strengthen Puzzle's outreach, improve internal processes, and establish a robust partner network. Over a four-month engagement, BeGlobal's talent played a critical role in expanding Puzzle's market presence and optimizing key operations.
With its expanding user base, Puzzle.io needed to scale its partnership efforts without compromising quality. The challenges included:
Building and managing an effective partner outreach pipeline.
Improving operational efficiency in lead generation and conversion.
Implementing automation to streamline workflows and optimize engagement.
Ensuring cost-effective scaling without long-term hiring commitments.
CRM & Outreach: Salesforce, HubSpot, Apollo, Pipl
Automation: n8n, Zapier
Collaboration: Slack, Miro
Data Management: Google Sheets, Notion
BeGlobal provided Puzzle.io with a highly skilled Partnership Analyst through its subscription-based model. This enabled Puzzle to access senior-level expertise on-demand without the complexity of traditional hiring. Key contributions included:
Strategic Outreach & Lead Generation:
Sent over 1,500 personalized messages via Impact, resulting in 250+ partners onboarded and responses to 70+ inquiries.
Gathered 6,000+ potential partner emails, with 3,500 screened via Apollo for high-quality targeting.
Executed 5,500+ outreach emails via Pipl, leading to promising partner engagement.
Business Development Success:
Drove 400+ partner sign-ups, directly contributing to Puzzle's growth strategy.
Developed and implemented targeted messaging strategies, enhancing partner relationships and increasing conversion rates.
Operational Enhancements:
Managed key updates to Puzzle.io’s website to improve partner lead capture and navigation.
Implemented automation workflows using n8n, streamlining internal communication and processes.
Created structured prospect mapping via Miro, optimizing partnership strategy and execution.
BeGlobal’s Talent-as-a-Service model enabled Puzzle.io to rapidly scale its partnership efforts with minimal risk and maximum impact. The flexible and cost-effective approach allowed Puzzle to access top-tier talent without the constraints of traditional hiring, proving BeGlobal’s value as a strategic growth partner.