Wellzyperks / Clean Plates

B2B SaaS, Complete Rebuild, Pitch Decks, Technology / Software

WellzyPerks (a subsidiary of Clean Plates, a leading digital wellness publication) engaged with Happy Wellness to drive customer acquisition and growth strategy, focusing in particular on B2B partnerships, sales, and D2C product improvements.

INDUSTRY: Tech / B2B SaaS Marketplace

PROBLEM STATEMENT: WellzyPerks (a subsidiary of Clean Plates, a leading digital wellness publication) engaged with Happy Wellness to drive customer acquisition and growth strategy, focusing in particular on B2B partnerships, sales, and D2C product improvements.

SOLUTION: Happy Wellness Group spent several months developing foundational business documents, including a go-to-market strategy, marketing decks, B2B partnership research and introductions, and launching new customer acquisition verticals in the employer-benefits space. WellzyPerks closed major deals as a result of our hard work.

DELIVERABLES:

Partner Deck: BEFORE & AFTER

D2C Site Strategy

B2B Strategy

FUNDRAISING CLIENT

INDUSTRY: Four-Wall / Retail

PROBLEM STATEMENT: Saint approached Happy Wellness Group to secure additional investment funding for their unique “multi-modal” contrast therapy concept, opening Summer/Fall of 2025 in New York City. They had already secured approx. 500K and were looking to raise an additional 300K.

SOLUTION: Happy Wellness Group leveraged our existing investor syndicate composed of angels, VCs, and family offices to quickly find a lead investor for their pre-seed round at 300K (in addition to bringing on additional angels). We found an investor within four weeks, and closed (after investor diligence) within 4 months.

DELIVERABLE: Saint approached Happy Wellness Group to secure

Before

After