Case Study: Betoola — IT Consulting & Fintech Software Development
"They were always very responsive, punctual, and following up every call with a recap and supplementary materials. All of this helped us to finally stop postponing these strategic improvements and implement them. Within the agreed collaboration time and format (4 online calls over 5 weeks), they were willing to advise on things beyond the original scope, such as the customer value proposition.
It really helped that we share the same values, hands-on approach to operational management and love for structure. This helped us create real synergy, and the communication was notably pleasant as well."
Kirill Smirenko
Co-Founder Betoola
The Challenge
Betoola, an IT consulting and fintech software development company, wanted to scale sustainably and gain better financial visibility. The main goals included:
- Defining key metrics to monitor strategic performance and decision-making
- Improving visibility into project profitability and marketing ROI
- Identifying operational bottlenecks and financial leakages
- Benchmarking spending across business functions
- Clarifying business positioning and value proposition
- Building long-term growth strategy and financial forecasting models
Our Approach
Have a Plan Consulting provided a hands-on, structured 5-week consulting program (4 online sessions) that included:
- Review of management processes, including financial, sales, and marketing workflows
- Implementation of a strategic scorecard with measurable KPIs
- Creation of new financial models and profitability dashboards
- Development of a refined business strategy and customer value proposition
- Ongoing advice beyond the original scope (e.g., tailored customer value proposition)
Results
- Strategic Scorecard Dashboard with measurable KPIs implemented across the management team
- New, more convenient, and informative financial models implemented
- New strategy developed for pivoting a company's value proposition
- ROI and Profitability Dashboards adopted for project and marketing analysis
- Identification and resolution of key bottlenecks affecting profitability and cashflow
Clutch Reviews
What clients say about working with Have a Plan
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More about me
Anastasiia Zvenigorodskaia
Fractional COO | GTM & Growth for DevTools, SaaS and Open Source
- 14+ years in tech: web development and company management
- COO and co-founder background in service and tech businesses
- Expertise in operations, finance, sales alignment and team performance
- Experience working with founders and leadership teams during growth and scaling
- Business mentor for startups and early-stage leadership teams
- Speaker at European tech conferences (DevDays 2025, MadVue 2025, PragVue 2025, OpenSouthCode 2025, FutureFrontend 2026, DWX 2026)
- Open-source advocate and active contributor
Focus areas:
- go-to-market strategy and execution
- sales and marketing systems
- AI-driven and scalable growth models
