DOC NF-CS-ROSIEREV 2026.04CLASS CASE STUDY
RosieRosie

How NewForm Helped Rosie Unlock Scalable SMB Growth

30%

Improvement in performance driven by creative alone

$1.5MM

NewForm driven ARR in the first year

How NewForm Helped Rosie Unlock Scalable SMB Growth

About

HeyRosie AI is a rapidly adopted AI voice assistant platform helping teams automate calls, bookings, and customer interactions at scale across sales and operations.

The Challenge

Rosie sold a horizontal SMB product that appealed to "everyone" which made performance inefficient and messaging unfocused. Creative was broad, and learnings from the funnel weren’t flowing back into targeting.

Our Approach

NewForm became Rosie’s first growth partner, focusing their message, improving signals, and building the creative needed to bring in higher-quality business owners.

Results

1. Positioned a horizontal AI product as a tool SMBs could actually use

2. Built vertical specific SMB creative to naturally target the right ICP without losing the product’s breadth

3. Build a feedback loop where funnel learnings improved media efficiency

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