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Customer Story · 5 weeks

How Equipter closed the best June in company history. +85% year over year.

Five reps. Same market. Same product line. Five weeks after installing Revenue OS, the team closed June 2026 at $4.8M — up 85% from last June, and the highest-grossing month Equipter has ever posted.

+85%
YoY revenue lift
$2.6M → $4.8M, June over June
+84%
YoY deal volume
~58 → ~107 units closed*
+71%
Month-over-month lift
$2.8M → $4.8M, May to June
Industry
Roofing equipment
Location
Leola, PA
Team size
5 sales reps
Plan
Platform
Installed
May 22, 2026
01 —The Setup

A strong floor. An inconsistent process.

Equipter's sales team had steady demand and experienced reps — but discipline varied rep to rep. Objection handling leaned on individual habits rather than a shared playbook. Some reps relied on rapport instead of a repeatable discovery process. And daily role-play practice was inconsistent, especially during the team's busiest storm-driven weeks.

VP of Sales & Marketing Sam Beiler called it before the install: "Where we're missing the mark right now is reps and practice."

02 —The Install

Behavior change. At scale.

Revenue OS deployed across the Equipter team on May 22 with four reinforcing systems running daily.

01 — Training
Structured training.
Objection Bootcamp lessons assigned with progress visibility for managers. The playbook stopped living in individual habits.
02 — Practice
Role plays at scale.
AI-scored practice reps drilled before live appointments, pass rates tracked individually — every day, including storm weeks.
03 — Accountability
Daily accountability.
Task completion and compliance scoring baked into the daily rep workflow. Every rep sees their own Compliance Score™ — every day.
04 — Enforcement
Manager enforcement.
Dashboards surfacing exactly which reps need coaching, and on what — before it shows up in the missed-quota report.
03 —The Proof

The best month in company history.

June 2025 is the year-ago baseline. May 2026 was solid. June 2026 broke the all-time record — an 85% jump from the same month last year.

June 2025
$2.60M
~58 est. units*
Year-ago baseline
May 2026
$2.80M
~62 est. units*
Installed May 22 · prior month
All-time record
June 2026
$4.80M
~107 est. units* · +85% vs June 2025
First full month on Revenue OS
+85%
YoY revenue, same month
June 2025 to June 2026: $2.6M → $4.8M. Nearly doubled in the same calendar month, year over year — with the same five reps.
+84%
YoY deal volume
From roughly 58 units to roughly 107 units closed in the month.* The team is closing more — not just bigger.
+71%
Month-over-month lift
$2.8M in May to $4.8M in June. The trajectory lines up with the first full month of daily practice on the platform.

*Unit counts are estimated from a $45K average ticket applied across all three periods — not a direct CRM deal-count export.

"Where we're missing the mark right now is reps and practice."
Sam Beiler · VP of Sales & Marketing, Equipter — before the install. June answered him.
04 —How They Did It

The team practiced more. And it showed.

The record month is downstream of measurable daily behavior. Individual compliance and role-play scores from the team's July training session — the daily reps behind the record:

97
Top score — Tim, 5th place companywide
81
John — compliance / role-play score
76
John Coffman — compliance score
15–20 min
Tim's daily practice window, every morning
Five reps. One record. Five weeks.

No new headcount. No new product line. The same five reps who closed $2.6M last June closed $4.8M this June — after the practice became daily and the process became shared. This is what a record month on Revenue OS looks like.

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