Win the room. Then the city.

Story-Powered Sales Workshop

Context

Clipboard Health, a $1B+ healthcare staffing marketplace — the “Uber for Nurses” — was preparing to open a new region: Dallas. The team was sharp. The product was strong. But leadership recognized something that most fast-scaling SaaS companies don't want to admit: the technology wasn't the differentiator anymore. Everyone in the room was telling a slightly different version of the company's story.

The CFO brought me in with a mandate bigger than sales training: "I want the whole company to evoke the same emotion in every customer interaction."

Insight

Facilities have been burned before. A new vendor walking into Dallas cold isn't starting from zero, they're starting in a hole. No feature set digs you out. Trust does.

The strategy was going to sound controversial for a SaaS company: stop selling and start being the most human company in the room. Every conversation — not just sales calls, but support tickets, billing, legal — is either building the brand story or eroding it.

How a $1B+ healthcare staffing company used narrative to crack a new market, close faster, and speak with one voice.

CLIENT: Clipboard Health

INDUSTRY: Healthcare / SaaS Marketplace

SCOPE: Full-Day Workshop + Ongoing Retainer

GOAL: Win Dallas. Unify the company story.

The workshop — a full day in Dallas with sales, operations, legal, and finance in the room together — was built entirely from that research. Not a generic curriculum. Not a copy-paste framework.

A session designed around their real objections, their actual customers, and the market they were entering cold.

The room had skeptics. The head of revenue was upfront about it: his team are a "believe it when they see it" bunch. That's not a criticism, it’s the way it should be. So rather than lecturing about storytelling, the day was structured to let people experience it. They found stories they didn't know they had. They heard colleagues say things they'd never heard in a meeting. They learned insights they could apply immediately to engage better, build trust, and create stronger connections.

The four modules — The Power of Story, What Is a Story, Opposites Attract, and Tactical Empathy — gave the team a shared language and a set of practical tools: the FSR test for whether something is actually a story, the But/Therefore structure for building tension into any conversation, labeling and mirroring for earning trust before making an ask.

The most powerful moment came from an exercise where the entire room — across every function — crowdsourced the narrative rituals that would transform how the company interacts. In twenty minutes they generated over a dozen specific and vetted ideas. Three weeks after the workshop, they were already already feeling results.

Solution

  • 85% rated the workshop 8/10 or higher — across sales, ops, legal, and finance

  • Storytelling confidence jumped from 6.5 to 8.1 pre to post-workshop

  • 7 out of 26 follow-up respondents gave it a perfect 10

  • Behavior change documented in the wild within 3 weeks — unprompted, unsolicited

  • Retained on a monthly retainer to continue building the capability org-wide

Impact

"Matt's Story-Powered Sales workshop gave our sales and ops teams the tools and mindset shift we needed. This certainly wasn't a 'copy/paste' workshop — Matt took the time to deeply understand our sales process and our product, going on multiple ride-alongs, sales calls, and support calls with our team. He uniquely captured our value proposition and communicated it in a way that allowed our counterparties to connect more emotionally with our story.

We are seeing our customer conversations connect at far deeper levels than we ever had before, and we have seen a noticeable uptick in new customer close rates and existing customer lifetime value."

Warren Min — CFO & CBO, Clipboard Health

"Once you view communication this way, it feels obvious that prior communication could have been better."

Head of Worker Experience, Clipboard Health

The Strategic Roadmap

The Markforged Studio operated as both an internal agency serving the needs of the company — from localizations, webinars, tradeshows, blogs to product launches — but also original programming that could make Markforged part of the cultural conversation. The above is just a small amount of the strategic planning and foresight involved in cross-coordinating our massive effort to serve our global channel partners, all set to targets over a five year plan.

Designing a Content Studio

To bring content creation in-house and elevate production quality, I spearheaded the development of a fully-equipped studio built for speed, flexibility, and scale. Our needs were vast, and would require tall space to accommodate large product shoots and enough power supplies to run not just lights and production equipment, but several industrial printers in real-time.

I hired a team of creative specialists, including award-winning cinematographers and production designers — to help design a smart, cost-effective setup that could support everything from high-end brand storytelling to quick-turn product explainers.

The result was a turnkey content hub tailored to Markforged’s evolving needs — complete with lighting grid, soundstage, edit bays, shared-storage system, and remote-ready infrastructure. But that’s just the hardware. I also personally interviewed, hired and trained a damn talented team of local creators — from editors, producers, graphic designers, art director and more to carry out the vision.

We made it easy to create a lot without sacrificing quality. It gave the company creative independence, operational efficiency, and the infrastructure to scale storytelling across every channel.

The Content

When I arrived, the YouTube channel was underperforming and disjointed. We completely rebuilt it — new creative strategy, SEO-forward titling, thumbnail systems, and a clear audience strategy.

Ads & Brand Anthems

Customer Stories

Localizations

Original Series & Product Overviews

“Matt built a world-class video team and program at Markforged. He dove deep into the details of 3D printing to understand the technology and people, then applied his storytelling skills on top of that foundation to produce compelling video content that built brand awareness (even getting picked up by TV news) and supported sales. Matt helped us crack the code on YouTube, figuring out the right ingredients to promote rapid viewership growth.”

Andrew Hally, CMO - Markforged

Social media that actually worked

We rebuilt the social strategy from the ground up, developing platform-specific creative, user personas, and content buckets rooted in audience insight. This wasn't just cross-posting, it was celebrating the infinite possibilities of printing industrial materials. And the best part: it generated leads.

Internal Culture

One of the things I’m proudest of at Markforged was how we turned the camera inward — using our in-house studio to spotlight the people, rituals, and curiosity that made the company special. We brought internal culture to life through stories that celebrated engineering play, team spirit, and personal stories. The result? More than engagement — these authentic videos sparked real recruiting momentum, with applicants citing them as the reason they wanted to work at Markforged.

Tensilemania

What happens when you challenge engineers to 3D print the strongest part? At Markforged, it turned into a livestreamed, bracket-style showdown where randomly assigned teams of Markforged employees competed under identical design constraints. Bonus points were awarded for flair, creativity, and entertainment value. And boy, teams got into itwe’re talking hype videos, bedazzled parts and spandex.

Rooted in Markforged’s core promise of strength, the event quickly evolved into a beloved annual tradition — part engineering olympics, part internal hype machine. Employees had a blast working with colleagues from all departments and immersing themselves in the tech. With over 100K impressions, Tensilemania became a culture-driving spectacle that proved nerdy can be unforgettable.

Part of the Week

What started as a casual Friday meeting became a key pillar of internal storytelling. Every other week, engineers showcased their favorite 3D-printed parts — from Settlers of Cattan pieces to mission-critical components — in a company-wide friendly competition known as Part of the Week.

We transformed this ritual into a video series that celebrated ingenuity, learning, and the weird, wonderful things you can make with Markforged printers. It boosted visibility across teams, showcased technical creativity, and made engineering feel both fun and shareable.

Origins: Before they were Markforged


How did we discover our passion? This is the question Origins explored — a short-form video series spotlighting employees’ personal and professional journeys.

The series humanized the brand, fostered deeper cross-team connection, and became a powerful recruiting tool — giving candidates a window into the people and passions behind the product.

“While Marketing is often thought of as an external-facing function, great marketers have the ability to give employees purpose and make them viscerally feel the excitement of launching new ideas in the world. Matt did this in spades.”

Michael Papish, VP Marketing - Markforged

“Matt is a terrific partner and a wonderful professional & leader who listens to the needs of the customer and then brings it to life in the most creative ways I’ve ever seen at work.

I’m humbled by his talent and a big believer that having someone like this on the team brings lots of value to the company, its brand and everything it stands for. I cherish my partnership with him.”

Dorit Lieberman, CHRO - Markforged