Case study
Meridian Cloud Services
Problem
Meridian had outgrown HubSpot Pro — 3 sales tools, 2 BI tools, and a forecast spreadsheet that no two leaders agreed on. The VP Sales spent 3 hours every Monday morning building a pipeline review deck from CSV exports. Quarter-end forecast revisions were swinging by 25% in the final two weeks of every quarter.
The founder had committed to the board that the next quarter's forecast would be defensible. Two weeks later he asked Threshold to make that defensible.
Engagement
Threshold scoped the RevOps implementation in October 2025: Salesforce migration, Clari for forecast, Gong for call review, Outreach for outbound cadence. The fixed-fee delivered in 10 weeks per scope.
From mid-January 2026 Meridian retained Threshold for the Pipeline Pulse weekly run — the AI feature that this demo showcases. Pulse runs every Monday 06:00 GMT against the live Meridian Salesforce snapshot.
Outcome
- VP Sales Monday-morning prep time reduced from 3 hours to 6 minutes (Pulse run + 6-minute review).
- Forecast accuracy improved from ±19% to ±7% over the first two pilot quarters.
- 3 deals saved in the first 8 weeks that the at-risk classifier surfaced and that would have slipped without the flag — cumulative ARR retained: £420k.
- Sales team adopted the Monday operating loop in week 3 — by week 8 the question 'what does Pulse say?' had replaced the question 'what's the latest forecast?'.
“The Monday meeting changed shape. We no longer narrate what happened. We work the list.”