All case studies

The method built an institutional book before the software existed.

At a glance

WhoRobert Greenleaf, founder of Signal Ledger; then head of institutional sales at a national test-prep and admissions provider; now head of sales and growth at an exam-prep company
What he soldMulti-year MCAT, LSAT and DAT program contracts to postbaccalaureate, master’s-in-biomedical-sciences, pathway-to-medical-school, scholars and law-school academic-excellence programs
How he found themA signal-based prospecting method he designed: harvest public evidence of a program’s cohort start, contract cycle or new leadership, qualify the signing office, then run a structured outbound cadence
ResultJust under $1,000,000 in annual revenue from institutional contracts sourced outbound by that method; contracts at about 25 institutions and a logged pipeline of roughly 150 opportunities

The problem

Test-prep companies sell to students one at a time. Institutions, postbacc programs, medical-school pipelines, scholars programs, buy for entire cohorts, on multi-year contracts, but nobody was prospecting them systematically. Inbound was rare. RFPs were lost to incumbents. The information about which programs were about to buy was public: cohort start dates on program pages, contract terms in board minutes, new program directors in press releases, incumbents’ partnership announcements. It just wasn’t being read.

The method

  1. Harvest. Program pages, not university homepages. Postbacc, MS Biomedical Sciences, pathway, scholars, diversity-pipeline and law-school academic programs, with their cohort launch month recorded as the buying moment. Launches clustered in January, May, June and August; proposals had to land three to five months before.
  2. Qualify the signer. Deans and program directors sign cohort-exclusive contracts; advising offices sign soft partnerships. A student club or an individual faculty member is evidence, not a buyer. Large public flagships were scored down unless a named program director could bypass an RFP.
  3. Track the incumbent. Contract expiry dates and “extended multiple times” notes became displacement signals, resurfaced six to nine months before renewal.
  4. Cadence. A named decision-maker, a dated reason to talk, a short structured sequence. No spray. Every opportunity, its program, launch month, value and outcome logged.

Results

What Signal Ledger changes

The method worked because one person did it every day. Signal Ledger is that daily work as software: the harvest runs on a schedule, the scoring and signer rules are encoded from an onboarding interview with the company’s own experts, a human still approves every account, and the cadence is preloaded into the CRM. The founder’s institutional book is the proof the method finds real buyers; the reference-customer case study is the proof the system runs it for someone else.

Source: founder-supplied case study and revised business plan provided 8 September 2026. Revenue is founder-attested annual contract revenue from a prior role, not an audited single-year total or a projection of customer results.