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  • The brief
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  • Idea portfolio
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  • This week · 6
  • This quarter · 10
  • Big bets · 3
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Generated Oct 23, 2026
  1. Programmable
  2. Playbooks
  3. Evervault
Evervault logo

growth playbook · Oct 23, 2026

evervault.com (opens in a new tab)

Evervault growth playbook

Diagnosis

Evervault raised a $25 million Series B in March 2026, has processed more than $5 billion and grew revenue more than four times year over year.

Its hiring shows the next steps: a Growth Engineer to turn customer insight into stories, tools and courses; BDRs in New York and London running signal-based outreach; and a first Security Engineer who will spend half the time on questionnaires.

The gaps: the customers named in its own posts have no stories, the VGS comparison page is gone, Browser Tokens is missing from the sitemap and blog, and the site gives two different PCI scope numbers. This playbook fixes those first, then builds a benchmark, a PCI calculator, a self-serve security pack, partners and industry pages, and bets on agentic payments, vault migrations and a first non-card market.

Growth Score

7/10

Biggest Opportunity

Turn Evervault's own customer base and payment data into proof (stories, benchmarks, calculators) that the new BDRs can send at the moment a company feels payments pain.

Biggest Risk

VGS, Basis Theory, Skyflow and Spreedly sell overlapping vaults and orchestration, and without comparison pages and migration help, buyers default to the better-known names.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Turn the customers your own job posts name into stories: Rippling, Modern Treasury, Sorare, CarTrawler and Uniswap

    Email the account owners for Rippling, Modern Treasury and Sorare asking for a 30-minute interview.

    High impact First result in 1 month
  2. 2

    Bring back the Evervault vs VGS page, then add Basis Theory, Skyflow and Spreedly

    Republish the VGS page or remove it from the sitemap today.

    High impact First result in 1 month
  3. 3

    Give Browser Tokens the launch the site has not yet given it: sitemap, blog post and changelog

    Add /products/browser-tokens to the sitemap.

    High impact First result in 2 weeks

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 9Fill-ins · 5Reconsider · 5
Effort →

Showing 23 of 23 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Evervault's job posts and Series B post name Rippling, Modern Treasury, Sorare, CarTrawler and Uniswap as customers, but /customers has six stories and none of them is about those five. The stories that exist also skip the products buyers pay for by the transaction: Network Tokens, Card Account Updater, Apple and Google Pay, and the new Browser Tokens. The new Growth Engineer is hired precisely to tell how customers "actually use us".

    High impactMedium effort First result in 1 month Growth Engineer

    First action

    Email the account owners for Rippling, Modern Treasury and Sorare asking for a 30-minute interview.

    How to measure it

    New stories live and tagged by product

    Now
    –
    Target
    5
    By
    90 days

    Steps

    1. 1

      Pick the angle

      One product and one number per customer.

      Growth Engineer 2 days

    2. 2

      Get approval to ask

      Account owners confirm timing.

      Customer Success 3 days

    3. 3

      Interview

      Engineers who built on Evervault, 30 minutes each.

      Growth Engineer 2 weeks

    4. 4

      Write and approve

      Short stories or one-paragraph cards.

      Growth Engineer 2 weeks

    5. 5

      Tag and place

      On product pages, pricing and /customers.

      Web and Design 3 days

    6. 6

      Arm sales

      One-line proof per story for BDR sequences.

      Business Development Representative 1 day

    7. 7

      Measure

      Demo requests from pages with the new proof.

      Growth Engineer monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Growth Engineer

    Smallest test

    Publish one product-tagged card this week from a customer already quoted in the Series B post.

    Why it works

    Ask each of the five for a short story built around one product and one number (auth-rate lift from network tokens, PCI scope removed, days to go live on a second PSP). Where a full case study is slow to approve, publish a one-paragraph "how they use Evervault" card with a logo and a quote. Tag every story by product and segment so product pages, BDR emails and the pricing page can show the right proof.

    Technical buyers trust peers they recognise, and these are the best-known names Evervault already has permission to mention in its own posts. Product-tagged stories also give each usage-priced product its own proof.

    Ready to use

    ChecklistCustomer story checklist

    [ ] One product per story (Network Tokens, Card Account Updater, 3DS, Browser Tokens, Relay)
    [ ] One number the customer approves
    [ ] Engineer quote on developer experience
    [ ] Before and after architecture sketch
    [ ] Tags: product, segment, PSPs used
    [ ] Placed on the matching product page
    [ ] One-line version for BDR emails

    Risks and how to handle them

    • Large customers are slow to approve

      Start with logo-and-quote cards and upgrade later.

    • Numbers are confidential

      Use ranges or relative lifts the customer is happy with.

    Evidence

    • Your websiteCustomers page (checked October 22, 2026): six stories, Ramp (securing sensitive data), FlightHub (3D Secure), Tebex by Overwolf (payment orchestration), Meili (car rental broker), Morse (Enclaves wallet recovery) and XP (debit cards). None covers Rippling, Modern Treasury, Sorare, CarTrawler or Uniswap, and none covers Network Tokens, Card Account Updater, Apple and Google Pay or Browser Tokens.Source
    • HiringSecurity Engineer (London, posted October 8, 2026), Evervault's first: "expect roughly half your time to go towards hands-on security engineering and half towards audits, questionnaires and customer security reviews", including "Handling customer security reviews and questionnaires, and explaining our controls clearly". The post names customers "Rippling, Ramp and Sorare".Source
    • HiringCompany description in every job post: online card payment infrastructure for "companies building card payments into their products" and "sophisticated merchants who manage payment routing in-house"; "Ramp, Overwolf, and Modern Treasury build their products on top of Evervault". Evervault is "extending our core encryption technology" to "banking, healthcare, identity, crypto, and more", with the mission "to become the clearinghouse for sensitive data".Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
  • 02

    The sitemap still lists /alternatives/evervault-vs-vgs, but the page returns 404. VGS calls itself "The World's Leader in Payment Tokenization" and is the rival most buyers compare first, yet the only live comparisons are with Cardinal and Visa Protect.

    High impactLow effort First result in 1 month Product Marketing

    First action

    Republish the VGS page or remove it from the sitemap today.

    How to measure it

    Comparison-page demo requests

    Now
    –
    Target
    15 a month
    By
    90 days

    Steps

    1. 1

      Fix the 404

      Republish or redirect the VGS page.

      Web and Design 1 day

    2. 2

      Check facts

      Each rival's current products and pricing.

      Product Marketing 3 days

    3. 3

      Write three pages

      Basis Theory, Skyflow, Spreedly.

      Product Marketing 2 weeks

    4. 4

      Legal review

      Claims and trademarks.

      Legal 3 days

    5. 5

      Add migration help

      Vault migration steps and offer.

      Solutions Engineering 1 week

    6. 6

      Use in outreach

      Send when a prospect names a rival.

      Business Development Representative ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Republish the VGS page and track its visits for a month.

    Why it works

    Restore the VGS page using the Cardinal page's format (integration effort, architecture, support, pricing), then write fair pages against Basis Theory, Skyflow and Spreedly. Lead each with the dual-custody model and PSP-agnostic network tokens, and add a migration path for teams moving their vault.

    Comparison searches come from buyers already evaluating, and the BDRs need a page to send when a prospect says "we use VGS".

    Risks and how to handle them

    • Claims go stale

      Date each page and review quarterly.

    Evidence

    • Your websiteSitemap (273 URLs, checked October 22, 2026): newest lastmod August 12, 2026; /products/browser-tokens is missing; /alternatives/evervault-vs-vgs is listed but returns 404 (re-checked the same day), and two test pages listed also return 404. The only live comparison pages are Evervault vs Cardinal and Evervault vs Visa Protect. The blog has 143 posts, the newest August 4, 2026; there are 22 "papers" pages, the newest from 2023, and 10 webinars.Source
    • Your websiteEvervault vs Cardinal page: "One engineer, under an hour" for 3D Secure versus "Multiple engineers, 1+ weeks" for Cardinal, with sections on reliability, support access and checkout UX.Source
    • Competitor researchRivals' own homepages: VGS, "The World's Leader in Payment Tokenization" with network tokens and account updater; Basis Theory, "More than a token vault" that "routes, tokenizes, and optimizes your payments"; Skyflow, "Runtime AI Data Control"; Spreedly, "Global Payments Orchestration Platform".Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
  • 03

    Browser Tokens sits in a banner on every page and was covered in the news on October 20, but /products/browser-tokens is not in the sitemap, the newest sitemap date is August 12, and the blog's newest post is August 4. Search engines and AI assistants have no launch post to find.

    High impactLow effort First result in 2 weeks Growth Engineer

    First action

    Add /products/browser-tokens to the sitemap.

    How to measure it

    Browser Tokens page visits from search

    Now
    –
    Target
    1,000 a month
    By
    90 days

    Steps

    1. 1

      Fix the sitemap

      Include all live product pages.

      Web and Design 1 day

    2. 2

      Automate lastmod

      Update on publish.

      Web and Design 1 day

    3. 3

      Write the post

      Why agents should never see card data.

      Growth Engineer 3 days

    4. 4

      Changelog entry

      With SDK snippet.

      Growth Engineer 1 day

    5. 5

      Record a demo

      Agent checkout in two minutes.

      Growth Engineer 3 days

    6. 6

      Share

      Developer communities and LinkedIn.

      Growth Engineer 1 week

    First result
    2 weeks
    Cost
    $0
    Owner
    Growth Engineer

    Smallest test

    Publish the sitemap fix and one launch post this week.

    Why it works

    Add the product page and docs to the sitemap and refresh lastmod dates automatically, publish a launch post and changelog entry with a working code sample, and post a short demo video of an agent checking out with tokens.

    Agentic payments is a new search category; the first clear, crawlable explanation tends to become the one assistants cite.

    Risks and how to handle them

    • Alpha status confuses buyers

      Say plainly how to get access.

    Evidence

    • Your websiteBrowser Tokens: a banner on every page ("Let your AI agents pay anywhere, without ever seeing card data") links to /products/browser-tokens; pricing lists card sessions at "$0.25 per card" and credential sessions at "$0.05 per credential". The docs describe Browser Tokens as in alpha, with access through support. A news story on October 20, 2026 covered the launch ("Evervault Launches Browser Tokens, Enabling Secure Agentic Payments").Source
    • Your websiteSitemap (273 URLs, checked October 22, 2026): newest lastmod August 12, 2026; /products/browser-tokens is missing; /alternatives/evervault-vs-vgs is listed but returns 404 (re-checked the same day), and two test pages listed also return 404. The only live comparison pages are Evervault vs Cardinal and Evervault vs Visa Protect. The blog has 143 posts, the newest August 4, 2026; there are 22 "papers" pages, the newest from 2023, and 10 webinars.Source
    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
  • 04

    The homepage says encryption cuts "PCI requirements by up to 95%"; /get-started says "reduce your PCI scope by up to 90%". Security and compliance buyers read for exactly this kind of inconsistency.

    Medium impactLow effort First result in 1 week Product Marketing

    First action

    Search the site and decks for every PCI percentage.

    How to measure it

    Pages with the single sourced claim

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Find every claim

      Site, decks, emails.

      Product Marketing 1 day

    2. 2

      Agree the method

      With the security team.

      Security Engineer 2 days

    3. 3

      Write the method note

      One short page.

      Product Marketing 1 day

    4. 4

      Update pages

      All instances.

      Web and Design 1 day

    5. 5

      Update sales material

      Decks and sequences.

      Business Development Representative 1 day

    6. 6

      Review yearly

      With PCI DSS changes.

      Security Engineer yearly

    First result
    1 week
    Cost
    $0
    Owner
    Product Marketing

    Smallest test

    Change the get-started page to match the homepage, or the reverse, today.

    Why it works

    Choose the number you can defend, explain how it is counted (requirements out of scope for a typical SAQ), link the method, and use it everywhere: homepage, get-started, payment-platforms, sales decks and BDR emails.

    A precise, sourced claim reads as credible to technical buyers and QSAs; two different ones read as marketing.

    Risks and how to handle them

    • The lower number looks weaker

      Show the method; precision wins with this audience.

    Evidence

    • Your websiteThe homepage says encryption is "cutting PCI requirements by up to 95%"; the /get-started page says "reduce your PCI scope by up to 90%" and "Get started for free today".Source
    • Your websiteAudience pages: one industry page (/industries/travel), a /payment-platforms page, and solutions pages for banking, card issuing, HIPAA, PII, credentials, multi-PSP and wallet management. The payment-platforms page says Evervault is "PCI DSS Level 1, EMVCo-certified for 3DS, and SOC 2 Type II" and that sharing card data is "up to 300 ms faster than payment tokenization".Source
    • HiringSecurity Engineer (London, posted October 8, 2026), Evervault's first: "expect roughly half your time to go towards hands-on security engineering and half towards audits, questionnaires and customer security reviews", including "Handling customer security reviews and questionnaires, and explaining our controls clearly". The post names customers "Rippling, Ramp and Sorare".Source
  • 05

    The Platform plan is "$995 /mo, plus usage" but its button reads "Start for free", and /get-started says "Get started for free today". A developer cannot tell whether that means a sandbox, a trial or a free tier until after signing up.

    High impactLow effort First result in 1 month Growth Engineer

    First action

    Write the one-line explanation with finance.

    How to measure it

    Sign-ups reaching a live request

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Agree the terms

      What is free, for how long.

      Finance 1 day

    2. 2

      Write the line

      Under the Platform button.

      Growth Engineer 1 hour

    3. 3

      Add a FAQ

      Billing questions.

      Growth Engineer 1 day

    4. 4

      Match get-started

      Same wording.

      Web and Design 1 hour

    5. 5

      Track activation

      Sign-up to first live request.

      Growth Engineer 1 week

    6. 6

      Review

      Questions in sales calls.

      Customer Success monthly

    First result
    1 month
    Cost
    $0
    Owner
    Growth Engineer

    Smallest test

    Add the line and compare activation over four weeks.

    Why it works

    Put one line under the button stating what is free (for example, sandbox testing with no card) and when billing begins, add a short FAQ, and track sign-ups to first live transaction.

    Clear terms keep the developers who would otherwise leave to check, and they arrive at sales with the right expectations.

    Risks and how to handle them

    • Fewer sign-ups

      Better-qualified sign-ups are the goal; watch activation.

    Evidence

    • Your websitePricing page: Platform at "$995 /mo, plus usage", "Recommended for under 25K transactions/mo", with a button labelled "Start for free"; Custom for "25K+ transactions/mo" with 24/7 support, a solutions engineer and a private Slack channel. Usage prices include 3D Secure at "$0.03 per success", network tokens at "$0.03 per token" and Card Account Updater at "$0.25 per card update". Platform support is "Emails • Docs", "Monday to Friday 9am to 5pm GMT", although "Our team is primarily located in Europe and the US east coast."Source
    • Your websiteThe homepage says encryption is "cutting PCI requirements by up to 95%"; the /get-started page says "reduce your PCI scope by up to 90%" and "Get started for free today".Source
    • Developer footprint22 npm packages with about 89,000 weekly downloads (@evervault/js about 37,700, @evervault/react about 28,300, @evervault/sdk about 14,500); 38 public GitHub repositories, 17 pushed in the last 90 days; a Python SDK (5.1.3, August 2026).Source
  • 06

    The BDR posts say traditional tactics are broken and name the signals that matter: adding a second PSP, launching card issuing, hiring a first payments engineer or compliance lead, or a PCI DSS audit. Those signals are public, mostly in job boards and changelogs.

    High impactLow effort First result in 1 month Business Development Represen…

    First action

    Pull this week's job posts that mention "payments engineer" and a PSP.

    How to measure it

    Trigger-sourced qualified opportunities

    Now
    –
    Target
    8 a quarter per BDR
    By
    2 quarters

    Steps

    1. 1

      Define triggers

      The five from the role posts.

      Business Development Representative 1 day

    2. 2

      Set sources

      Job boards, news, site visits.

      Growth Engineer 1 week

    3. 3

      Score accounts

      Fit by size and payment stack.

      Business Development Representative 2 days

    4. 4

      Write openers

      One per trigger.

      Business Development Representative 2 days

    5. 5

      Run weekly

      Fresh list every Monday.

      Business Development Representative weekly

    6. 6

      Review

      Reply and opportunity rates by trigger.

      Business Development Representative monthly

    First result
    1 month
    Cost
    Data tool costs
    Owner
    Business Development Representative

    Smallest test

    Hand one BDR ten trigger accounts and compare reply rates.

    Why it works

    Build a weekly feed: job posts at 100-5,000 person companies mentioning payments engineers, PCI or a named PSP; companies announcing new markets or card programs; and visits to Evervault's PCI and multi-PSP pages. Each account gets a one-line reason and a matching customer story.

    Outreach tied to a dated, public reason gets replies from CTOs who ignore generic email, and it makes 16 qualified opportunities a quarter repeatable.

    Risks and how to handle them

    • Noisy signals

      Keep only triggers that produce meetings.

    Evidence

    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Your websiteCustomers page (checked October 22, 2026): six stories, Ramp (securing sensitive data), FlightHub (3D Secure), Tebex by Overwolf (payment orchestration), Meili (car rental broker), Morse (Enclaves wallet recovery) and XP (debit cards). None covers Rippling, Modern Treasury, Sorare, CarTrawler or Uniswap, and none covers Network Tokens, Card Account Updater, Apple and Google Pay or Browser Tokens.Source
    • Your websiteAudience pages: one industry page (/industries/travel), a /payment-platforms page, and solutions pages for banking, card issuing, HIPAA, PII, credentials, multi-PSP and wallet management. The payment-platforms page says Evervault is "PCI DSS Level 1, EMVCo-certified for 3DS, and SOC 2 Type II" and that sharing card data is "up to 300 ms faster than payment tokenization".Source

This quarter 10

The core plays for the next three months.

  • 07

    The Growth Engineer post suggests "a benchmark tool using the swathes of payment data we collect", and Evervault has processed more than $5 billion with 100 million tokens a month. Payments teams rarely know whether their authorization or 3DS frictionless rates are good.

    High impactHigh effort First result in 1 quarter Growth Engineer

    First action

    List five metrics with enough volume to publish safely.

    How to measure it

    Benchmark comparisons run

    Now
    –
    Target
    500 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick metrics

      Five with enough volume.

      Growth Engineer 1 week

    2. 2

      Privacy review

      Aggregate; suppress small groups.

      Security Engineer 2 weeks

    3. 3

      Build the data

      Quarterly refresh.

      Growth Engineer 1 month

    4. 4

      Build the tool

      Enter your rate, see your band.

      Web and Design 1 month

    5. 5

      Launch

      Post, webinar and press.

      Growth Engineer 2 weeks

    6. 6

      Follow up

      Calls for teams below median.

      Business Development Representative ongoing

    First result
    1 quarter
    Cost
    Engineering and design time
    Owner
    Growth Engineer

    Smallest test

    Publish one chart on network token authorization lift.

    Why it works

    Publish anonymized benchmarks: authorization rates with and without network tokens, 3DS frictionless and challenge rates, and decline reasons, by region, card type and industry. Let visitors enter their own numbers to compare, and offer a call to review the gap.

    A benchmark answers a question every payments lead has, earns links and press, and shows the value of network tokens and 3DS with data.

    Risks and how to handle them

    • Customer data concerns

      Publish only aggregates and say so.

    Evidence

    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
    • Your websitePricing page: Platform at "$995 /mo, plus usage", "Recommended for under 25K transactions/mo", with a button labelled "Start for free"; Custom for "25K+ transactions/mo" with 24/7 support, a solutions engineer and a private Slack channel. Usage prices include 3D Secure at "$0.03 per success", network tokens at "$0.03 per token" and Card Account Updater at "$0.25 per card update". Platform support is "Emails • Docs", "Monday to Friday 9am to 5pm GMT", although "Our team is primarily located in Europe and the US east coast."Source
  • 08

    Evervault's core promise is shrinking PCI scope, and the BDRs open with "reducing PCI compliance burden". Buyers have to take the percentage on trust.

    High impactMedium effort First result in 2 months Growth Engineer

    First action

    Draft the questions and logic with the security team.

    How to measure it

    Calculator completions with email

    Now
    –
    Target
    200 a month
    By
    2 quarters

    Steps

    1. 1

      Write logic

      Inputs to SAQ and requirements.

      Security Engineer 2 weeks

    2. 2

      QSA review

      Have a partner QSA check it.

      Product Marketing 2 weeks

    3. 3

      Build

      Web tool and PDF.

      Growth Engineer 1 month

    4. 4

      Place

      Homepage, PCI product page, ads.

      Web and Design 1 week

    5. 5

      Route leads

      To BDRs with answers.

      Business Development Representative 1 week

    6. 6

      Measure

      Completion to demo.

      Growth Engineer monthly

    First result
    2 months
    Cost
    Build time
    Owner
    Growth Engineer

    Smallest test

    Run the questions as a manual worksheet in five sales calls.

    Why it works

    Build a short calculator: how you collect cards today, how many PSPs, where data is stored. It returns the likely SAQ type before and after, the requirements removed, and a summary a QSA can check. Gate only the PDF.

    An interactive tool turns an abstract claim into the buyer's own numbers and creates a reason to talk to sales.

    Risks and how to handle them

    • Seen as compliance advice

      Label as an estimate and recommend QSA review.

    Evidence

    • Your websiteThe homepage says encryption is "cutting PCI requirements by up to 95%"; the /get-started page says "reduce your PCI scope by up to 90%" and "Get started for free today".Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Your websiteA Vanta-hosted trust center at trust.evervault.com; the site lists PCI DSS Level 1 and SOC 2 Type II.Source
  • 09

    The Growth Engineer post suggests "hosting customer workshops to share best practices around a common pain point", and the webinars already cover routing, network tokens and 3DS, but none has been held since August 12.

    Medium impactMedium effort First result in 1 quarter Growth Engineer

    First action

    Pick the first topic from recent support tickets.

    How to measure it

    Customers adopting the workshop product

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick topics

      From tickets and calls.

      Solutions Engineering 1 week

    2. 2

      Invite

      Customers and BDR prospects.

      Business Development Representative 2 weeks

    3. 3

      Run

      One hour, hands-on.

      Solutions Engineering monthly

    4. 4

      Publish

      Guide and recording.

      Growth Engineer monthly

    5. 5

      Follow up

      Offer help to adopt.

      Customer Success monthly

    6. 6

      Measure

      Adoption after each session.

      Growth Engineer quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Growth Engineer

    Smallest test

    Run one workshop on network token retries.

    Why it works

    Run a monthly working session for customers and invited prospects on one problem (retrying declines with network tokens, adding a second PSP, 3DS exemptions). A solutions engineer walks through real setups; record it and publish the summary as a guide.

    Workshops deepen product use, create stories for marketing and give BDRs an event invite that is useful.

    Risks and how to handle them

    • Low turnout

      Invite per segment and keep sessions short.

    Evidence

    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
    • Your websiteWebinars: ten sessions since December 2024, the latest "From Resilience to Performance: a Session on Routing" (August 12, 2026); topics include network tokens, minimal PCI scope, 3D Secure and dual-custody encryption.Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
  • 10

    The Growth Engineer post mentions "YouTube videos as part of a learning module", and the BDRs must learn tokenization, orchestration, network tokens, 3DS and PCI DSS v4.0. Engineers who suddenly own payments need the same course.

    Medium impactMedium effort First result in 1 quarter Growth Engineer

    First action

    Outline the ten lessons.

    How to measure it

    Course sign-ups

    Now
    –
    Target
    1,000
    By
    2 quarters

    Steps

    1. 1

      Outline

      Ten lessons.

      Growth Engineer 1 week

    2. 2

      Script

      With solutions engineers.

      Solutions Engineering 1 month

    3. 3

      Record

      Short videos.

      Growth Engineer 1 month

    4. 4

      Publish

      YouTube and site.

      Growth Engineer 2 weeks

    5. 5

      Promote

      Developer communities.

      Growth Engineer ongoing

    6. 6

      Use internally

      BDR onboarding.

      Business Development Representative ongoing

    First result
    1 quarter
    Cost
    Production time
    Owner
    Growth Engineer

    Smallest test

    Publish lesson one on network tokens.

    Why it works

    Make a ten-lesson course (cards, PSPs, tokens, 3DS, PCI, routing, disputes) with code samples using Evervault's SDKs, published on YouTube and the site with a certificate. Use it for BDR onboarding too.

    Engineers new to payments are exactly the buyers the BDRs target, and teaching them first earns the shortlist.

    Risks and how to handle them

    • Too broad

      Keep each lesson to one task.

    Evidence

    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Developer footprint22 npm packages with about 89,000 weekly downloads (@evervault/js about 37,700, @evervault/react about 28,300, @evervault/sdk about 14,500); 38 public GitHub repositories, 17 pushed in the last 90 days; a Python SDK (5.1.3, August 2026).Source
  • 11

    Evervault's first Security Engineer is expected to spend half the first year on "audits, questionnaires and customer security reviews". Every questionnaire a buyer can answer from the trust center is time back for engineering and days off the sales cycle.

    High impactMedium effort First result in 1 quarter Security Engineer

    First action

    Collect the last ten questionnaires and find repeated questions.

    How to measure it

    Median security review time

    Now
    –
    Target
    -40%
    By
    2 quarters

    Steps

    1. 1

      Collect questionnaires

      Last ten.

      Security Engineer 1 week

    2. 2

      Write standard answers

      Most repeated questions.

      Security Engineer 1 month

    3. 3

      Add diagrams

      Dual custody and enclaves.

      Security Engineer 2 weeks

    4. 4

      Publish

      Trust center with request access.

      Security Engineer 1 week

    5. 5

      Train sales

      Send the pack first.

      Business Development Representative 1 day

    6. 6

      Measure

      Review time per deal.

      Security Engineer monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Security Engineer

    Smallest test

    Send the pack in the next three security reviews.

    Why it works

    Publish a standard answer pack (SIG Lite or CAIQ style), architecture diagrams of dual custody, PCI Attestation of Compliance and SOC 2 access on request, and a short FAQ on enclaves and key handling in the Vanta trust center. Track which deals still need a custom review and why.

    Security review is often the slowest step in selling infrastructure; making it self-serve speeds deals and frees the security hire.

    Risks and how to handle them

    • Oversharing

      Keep sensitive documents behind access requests.

    Evidence

    • HiringSecurity Engineer (London, posted October 8, 2026), Evervault's first: "expect roughly half your time to go towards hands-on security engineering and half towards audits, questionnaires and customer security reviews", including "Handling customer security reviews and questionnaires, and explaining our controls clearly". The post names customers "Rippling, Ramp and Sorare".Source
    • Your websiteA Vanta-hosted trust center at trust.evervault.com; the site lists PCI DSS Level 1 and SOC 2 Type II.Source
    • Your websiteAudience pages: one industry page (/industries/travel), a /payment-platforms page, and solutions pages for banking, card issuing, HIPAA, PII, credentials, multi-PSP and wallet management. The payment-platforms page says Evervault is "PCI DSS Level 1, EMVCo-certified for 3DS, and SOC 2 Type II" and that sharing card data is "up to 300 ms faster than payment tokenization".Source
  • 12

    The BDR posts ask for partner-sourced pipeline from "VCs, PSPs, consultants, and complementary vendors", and the partnerships page lists QSA/Advisory, PE/VC and Referral partner types, but shows no named partners.

    High impactMedium effort First result in 2 quarters Business Development Represen…

    First action

    List ten QSAs that work with fintechs.

    How to measure it

    Partner-sourced qualified opportunities

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      List partners

      QSAs, PSPs, VCs.

      Business Development Representative 2 weeks

    2. 2

      Design terms

      Fees and co-marketing.

      Business Development Representative 1 week

    3. 3

      Sign five

      Start with QSAs.

      Business Development Representative 1 quarter

    4. 4

      Publish directory

      Partner page listings.

      Web and Design 2 weeks

    5. 5

      Co-host

      Webinars with partners.

      Growth Engineer quarterly

    6. 6

      Measure

      Opportunities by partner.

      Business Development Representative monthly

    First result
    2 quarters
    Cost
    Referral fees
    Owner
    Business Development Representative

    Smallest test

    Sign one QSA and co-host one webinar.

    Why it works

    Sign five QSAs or PCI consultancies who meet companies during audits, plus two PSPs who meet multi-PSP merchants. Give each a referral fee, a co-branded PCI scope guide and a partner listing. Ask portfolio teams at existing investors for introductions to payments-heavy companies.

    QSAs meet buyers at the moment PCI pain is highest, and named partners build trust on the site.

    Risks and how to handle them

    • QSA independence concerns

      Keep referrals transparent and optional.

    Evidence

    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Your websitePartnerships page: "Become an Evervault partner" with partner types "Service Provider", "QSA/Advisory", "PE/VC", "Technology" and "Referral"; the pitch is faster 3D Secure and PCI compliance for partners' customers. No partner directory or named partners are shown.Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
  • 13

    There is one industry page, travel. Yet the customers include gaming (Tebex by Overwolf), car rental (Meili), crypto (Morse, Uniswap), spend management (Ramp) and HR platforms (Rippling).

    Medium impactMedium effort First result in 1 quarter Product Marketing

    First action

    Draft the gaming page from the Tebex story.

    How to measure it

    Industry page demo requests

    Now
    –
    Target
    20 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick segments

      Four with customers.

      Product Marketing 1 week

    2. 2

      Write pages

      Problems, products, proof.

      Product Marketing 1 month

    3. 3

      Design

      Shared template.

      Web and Design 2 weeks

    4. 4

      Publish

      Linked from nav.

      Web and Design 1 week

    5. 5

      Use in outreach

      Segment sequences.

      Business Development Representative ongoing

    6. 6

      Measure

      Visits to demos.

      Growth Engineer monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing

    Smallest test

    Publish the gaming page.

    Why it works

    Build pages for gaming and digital goods, marketplaces and brokers, fintech and card issuing, and crypto wallets, each with the matching story, products and compliance notes.

    Buyers look for proof in their own industry, and the pages give BDRs a segment link for each sequence.

    Risks and how to handle them

    • Thin pages

      Only launch segments with a real story.

    Evidence

    • Your websiteAudience pages: one industry page (/industries/travel), a /payment-platforms page, and solutions pages for banking, card issuing, HIPAA, PII, credentials, multi-PSP and wallet management. The payment-platforms page says Evervault is "PCI DSS Level 1, EMVCo-certified for 3DS, and SOC 2 Type II" and that sharing card data is "up to 300 ms faster than payment tokenization".Source
    • Your websiteCustomers page (checked October 22, 2026): six stories, Ramp (securing sensitive data), FlightHub (3D Secure), Tebex by Overwolf (payment orchestration), Meili (car rental broker), Morse (Enclaves wallet recovery) and XP (debit cards). None covers Rippling, Modern Treasury, Sorare, CarTrawler or Uniswap, and none covers Network Tokens, Card Account Updater, Apple and Google Pay or Browser Tokens.Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
  • 14

    Real visitors pass loading but fail Core Web Vitals on responsiveness (INP 212 ms, just over 200 ms). In Google's phone test the page scores 45 with 2.2 MB of JavaScript and 20 third-party services, Google Tag Manager alone 694 KB.

    Medium impactMedium effort First result in 1 month Web and Design

    First action

    Export the Tag Manager container and list owners.

    How to measure it

    Real-visitor INP

    Now
    –
    Target
    under 200 ms
    By
    60 days

    Steps

    1. 1

      Inventory tags

      Owner and purpose for each.

      Growth Engineer 2 days

    2. 2

      Remove duplicates

      Overlapping analytics.

      Growth Engineer 1 week

    3. 3

      Delay non-essential

      Load after interaction.

      Web and Design 1 week

    4. 4

      Trim animations

      On mobile.

      Web and Design 1 week

    5. 5

      Re-test

      PageSpeed and field data.

      Web and Design monthly

    6. 6

      Set a budget

      Script weight per page.

      Web and Design ongoing

    First result
    1 month
    Cost
    Staff time only
    Owner
    Web and Design

    Smallest test

    Delay one heavy tag and compare INP.

    Why it works

    Audit every tag in Tag Manager for an owner and a use, remove duplicates between analytics and marketing tools, load chat and intent tools after interaction, and trim Framer animations on mobile. Re-test monthly.

    A developer audience notices a heavy page, and a small improvement moves the page from failing to passing.

    Risks and how to handle them

    • Losing attribution data

      Keep one analytics tool and test before removing.

    Evidence

    • Google PageSpeedHomepage on mobile: performance 45 (desktop 97), lab Largest Contentful Paint 8.0 s, total blocking time 914 ms, 3.4 MB with 2.2 MB of JavaScript and 20 third-party services (Google Tag Manager alone 694 KB). Real Chrome visitors to the homepage: LCP 1.9 s (good) but Interaction to Next Paint 212 ms, just over Google's 200 ms "good" line, so the page fails Core Web Vitals on INP.Source
  • 15

    Evervault's npm packages get about 89,000 downloads a week and the Platform plan starts with self-serve sign-up. Engineers at target accounts often try the SDK before anyone talks to sales.

    High impactMedium effort First result in 1 quarter Business Development Represen…

    First action

    List last month's sign-ups from company domains.

    How to measure it

    Sign-ups becoming opportunities

    Now
    –
    Target
    10%
    By
    2 quarters

    Steps

    1. 1

      Define fit

      Company size and stack.

      Business Development Representative 2 days

    2. 2

      Build the alert

      CRM from sign-ups.

      Growth Engineer 1 week

    3. 3

      Write the note

      Technical and short.

      Business Development Representative 1 day

    4. 4

      Offer help

      Solutions engineer call.

      Solutions Engineering ongoing

    5. 5

      Track

      To opportunity.

      Business Development Representative monthly

    6. 6

      Refine

      Drop low-fit signals.

      Business Development Representative quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Business Development Representative

    Smallest test

    Contact ten fit sign-ups this week.

    Why it works

    Flag sign-ups and sandbox activity from company domains matching the 100-5,000 employee profile, and have a BDR send a short, technical note within a day offering a solutions engineer. Track conversion to opportunities.

    Developer activity is the strongest buying signal and the easiest to act on quickly.

    Risks and how to handle them

    • Developers dislike sales contact

      Offer engineering help, not a demo.

    Evidence

    • Developer footprint22 npm packages with about 89,000 weekly downloads (@evervault/js about 37,700, @evervault/react about 28,300, @evervault/sdk about 14,500); 38 public GitHub repositories, 17 pushed in the last 90 days; a Python SDK (5.1.3, August 2026).Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Your websitePricing page: Platform at "$995 /mo, plus usage", "Recommended for under 25K transactions/mo", with a button labelled "Start for free"; Custom for "25K+ transactions/mo" with 24/7 support, a solutions engineer and a private Slack channel. Usage prices include 3D Secure at "$0.03 per success", network tokens at "$0.03 per token" and Card Account Updater at "$0.25 per card update". Platform support is "Emails • Docs", "Monday to Friday 9am to 5pm GMT", although "Our team is primarily located in Europe and the US east coast."Source
  • 16

    Evervault has ten recorded webinars on network tokens, PCI scope and 3DS, but each lives once on /webinars.

    Medium impactLow effort First result in 1 quarter Growth Engineer

    First action

    Clip the network tokens webinar.

    How to measure it

    BDR replies on clip emails

    Now
    –
    Target
    +20%
    By
    1 quarter

    Steps

    1. 1

      Rank webinars

      By topic demand.

      Growth Engineer 1 day

    2. 2

      Cut clips

      Three each.

      Growth Engineer 1 month

    3. 3

      Write guides

      One per webinar.

      Growth Engineer 1 month

    4. 4

      Place on pages

      Product pages.

      Web and Design 2 weeks

    5. 5

      Map to triggers

      BDR library.

      Business Development Representative 1 week

    6. 6

      Measure

      Replies and views.

      Growth Engineer monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Growth Engineer

    Smallest test

    Use one clip in ten BDR emails.

    Why it works

    Cut each into three short clips and one written guide, add them to the matching product pages, and give BDRs a clip per trigger (for example, the network tokens clip after a second-PSP signal).

    Existing expert content becomes always-on and useful in outreach at no extra recording cost.

    Risks and how to handle them

    • Old content

      Update clips that mention outdated rules.

    Evidence

    • Your websiteWebinars: ten sessions since December 2024, the latest "From Resilience to Performance: a Session on Routing" (August 12, 2026); topics include network tokens, minimal PCI scope, 3D Secure and dual-custody encryption.Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Browser Tokens lets AI agents pay without seeing card data, priced per session and in alpha. Agent builders choose security tools early and rarely switch.

    High impactHigh effort First result in 3 quarters Founder & CEO

    First action

    List twenty agent companies that handle checkout.

    How to measure it

    Paying Browser Tokens customers

    Now
    –
    Target
    25
    By
    3 quarters

    Steps

    1. 1

      Recruit partners

      Ten agent builders.

      Founder & CEO 1 month

    2. 2

      Build integrations

      Main frameworks.

      Solutions Engineering 1 quarter

    3. 3

      Write the guide

      Card safety for agents.

      Growth Engineer 1 month

    4. 4

      Publish a story

      First partner.

      Growth Engineer 1 quarter

    5. 5

      General availability

      Exit alpha.

      Founder & CEO 2 quarters

    6. 6

      Measure

      Sessions and revenue.

      Growth Engineer monthly

    First result
    3 quarters
    Cost
    Engineering time
    Owner
    Founder & CEO

    Smallest test

    Sign three design partners.

    Why it works

    Recruit ten design partners building agent checkout, publish integrations with the main browser automation and agent frameworks, write the reference guide to card safety for agents, and turn the first partner into a story.

    Being the default answer for agent payments extends the clearinghouse mission to a fast-growing category.

    Risks and how to handle them

    • Market moves fast

      Ship integrations quickly and iterate.

    Evidence

    • Your websiteBrowser Tokens: a banner on every page ("Let your AI agents pay anywhere, without ever seeing card data") links to /products/browser-tokens; pricing lists card sessions at "$0.25 per card" and credential sessions at "$0.05 per credential". The docs describe Browser Tokens as in alpha, with access through support. A news story on October 20, 2026 covered the launch ("Evervault Launches Browser Tokens, Enabling Secure Agentic Payments").Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
    • HiringCompany description in every job post: online card payment infrastructure for "companies building card payments into their products" and "sophisticated merchants who manage payment routing in-house"; "Ramp, Overwolf, and Modern Treasury build their products on top of Evervault". Evervault is "extending our core encryption technology" to "banking, healthcare, identity, crypto, and more", with the mission "to become the clearinghouse for sensitive data".Source
  • 18

    The job posts say Evervault is extending encryption to "banking, healthcare, identity, crypto, and more", and HIPAA, PII and credentials solution pages already exist, but every customer story is about payments or wallets.

    High impactHigh effort First result in 4 quarters Founder & CEO

    First action

    Score healthcare, identity and crypto on fit and sales motion.

    How to measure it

    Non-card pilot customers

    Now
    –
    Target
    5
    By
    4 quarters

    Steps

    1. 1

      Score markets

      Fit and size.

      Founder & CEO 1 month

    2. 2

      Choose one

      Highest fit.

      Founder & CEO 1 week

    3. 3

      Recruit pilots

      Five customers.

      Business Development Representative 1 quarter

    4. 4

      Adapt docs

      Market-specific guides.

      Solutions Engineering 1 month

    5. 5

      Publish a story

      First pilot.

      Growth Engineer 2 quarters

    6. 6

      Decide

      Expand or pause.

      Founder & CEO 1 month

    First result
    4 quarters
    Cost
    Pilot team time
    Owner
    Founder & CEO

    Smallest test

    Interview ten healthcare engineering leaders.

    Why it works

    Pick one market, recruit five pilot customers, publish one story and measure sales cycle and expansion against card customers before investing further.

    A contained pilot proves whether the clearinghouse vision sells outside payments.

    Risks and how to handle them

    • Distraction from cards

      Keep a small team.

    Evidence

    • HiringCompany description in every job post: online card payment infrastructure for "companies building card payments into their products" and "sophisticated merchants who manage payment routing in-house"; "Ramp, Overwolf, and Modern Treasury build their products on top of Evervault". Evervault is "extending our core encryption technology" to "banking, healthcare, identity, crypto, and more", with the mission "to become the clearinghouse for sensitive data".Source
    • Your websiteAudience pages: one industry page (/industries/travel), a /payment-platforms page, and solutions pages for banking, card issuing, HIPAA, PII, credentials, multi-PSP and wallet management. The payment-platforms page says Evervault is "PCI DSS Level 1, EMVCo-certified for 3DS, and SOC 2 Type II" and that sharing card data is "up to 300 ms faster than payment tokenization".Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
  • 19

    VGS, Basis Theory and Spreedly all hold card data for their customers, and switching means moving the vault. Evervault's pitch is owning your data and network tokens across any PSP.

    High impactHigh effort First result in 3 quarters Solutions Engineering

    First action

    Document the last migration and its steps.

    How to measure it

    Vault migrations signed

    Now
    –
    Target
    6
    By
    3 quarters

    Steps

    1. 1

      Document process

      Last migrations.

      Solutions Engineering 2 weeks

    2. 2

      Build tooling

      Bulk import.

      Solutions Engineering 1 quarter

    3. 3

      Set the offer

      Price and credits.

      Founder & CEO 1 month

    4. 4

      Publish

      Comparison pages.

      Product Marketing 2 weeks

    5. 5

      Sell

      Target accounts on rivals.

      Business Development Representative ongoing

    6. 6

      Measure

      Signed and completed.

      Solutions Engineering monthly

    First result
    3 quarters
    Cost
    Credits and engineering time
    Owner
    Solutions Engineering

    Smallest test

    Offer the migration package to five prospects.

    Why it works

    Package migration as a fixed offer: a migration guide, tooling for bulk card import, a timeline, a solutions engineer and credit against the first months. Publish it on comparison pages and in BDR sequences.

    Migration risk is the main reason teams stay with a vault they dislike; removing it opens the rivals' customer base.

    Risks and how to handle them

    • Migrations go wrong

      Run parallel for a period.

    Evidence

    • Competitor researchRivals' own homepages: VGS, "The World's Leader in Payment Tokenization" with network tokens and account updater; Basis Theory, "More than a token vault" that "routes, tokenizes, and optimizes your payments"; Skyflow, "Runtime AI Data Control"; Spreedly, "Global Payments Orchestration Platform".Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source
    • Your websitePricing page: Platform at "$995 /mo, plus usage", "Recommended for under 25K transactions/mo", with a button labelled "Start for free"; Custom for "25K+ transactions/mo" with 24/7 support, a solutions engineer and a private Slack channel. Usage prices include 3D Secure at "$0.03 per success", network tokens at "$0.03 per token" and Card Account Updater at "$0.25 per card update". Platform support is "Emails • Docs", "Monday to Friday 9am to 5pm GMT", although "Our team is primarily located in Europe and the US east coast."Source

Wildcards 4

Unexpected experiments, each with a cheap way to test it.

  • 20

    Evervault has 22 papers pages on classic cryptography (Shannon, Diffie-Hellman, RSA), the newest from 2023. They attract exactly the engineers who later buy encryption infrastructure, but the series stopped.

    Medium impactLow effort First result in 1 quarter Growth Engineer

    First action

    Pick the next three papers.

    How to measure it

    Sign-ups from papers pages

    Now
    –
    Target
    100 a month
    By
    2 quarters

    Steps

    1. 1

      Pick papers

      Monthly list.

      Growth Engineer 1 week

    2. 2

      Write

      One a month.

      Growth Engineer monthly

    3. 3

      Link products

      Short note each.

      Growth Engineer monthly

    4. 4

      Add sign-up

      Newsletter form.

      Web and Design 1 day

    5. 5

      Share

      Hacker News and communities.

      Growth Engineer monthly

    6. 6

      Measure

      Sign-ups and links.

      Growth Engineer quarterly

    First result
    1 quarter
    Cost
    Writing time
    Owner
    Growth Engineer

    Smallest test

    Publish one new paper page.

    Why it works

    Add one paper a month, mixing classics with modern ones (format-preserving encryption, attestation, agent security), each with a short note on how it shows up in Evervault's products and a newsletter sign-up.

    Evergreen technical content earns links and builds an engineering brand that sales outreach cannot buy.

    Risks and how to handle them

    • Off-topic for buyers

      Tie each paper to a product.

    Evidence

    • Your websiteSitemap (273 URLs, checked October 22, 2026): newest lastmod August 12, 2026; /products/browser-tokens is missing; /alternatives/evervault-vs-vgs is listed but returns 404 (re-checked the same day), and two test pages listed also return 404. The only live comparison pages are Evervault vs Cardinal and Evervault vs Visa Protect. The blog has 143 posts, the newest August 4, 2026; there are 22 "papers" pages, the newest from 2023, and 10 webinars.Source
    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
    • Developer footprint22 npm packages with about 89,000 weekly downloads (@evervault/js about 37,700, @evervault/react about 28,300, @evervault/sdk about 14,500); 38 public GitHub repositories, 17 pushed in the last 90 days; a Python SDK (5.1.3, August 2026).Source
  • 21

    The sitemap lists two test pages and the VGS comparison, all returning 404, while missing Browser Tokens. Search engines spend crawl attention on dead pages.

    Low impactLow effort First result in 2 weeks Web and Design

    First action

    Remove the three 404 URLs today.

    How to measure it

    Live URLs in sitemap

    Now
    –
    Target
    100%
    By
    2 weeks

    Steps

    1. 1

      Remove dead URLs

      Three today.

      Web and Design 1 hour

    2. 2

      Exclude drafts

      Test and internal paths.

      Web and Design 1 day

    3. 3

      Add missing pages

      Browser Tokens and others.

      Web and Design 1 day

    4. 4

      Weekly check

      Automated 404 scan.

      Web and Design weekly

    5. 5

      Submit

      Search Console.

      Growth Engineer 1 day

    6. 6

      Monitor

      Indexing reports.

      Growth Engineer monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web and Design

    Smallest test

    Fix the three URLs and resubmit.

    Why it works

    Generate the sitemap from published pages only, exclude test and draft paths, check it weekly for 404s, and submit it in Search Console.

    A clean sitemap gets new product pages indexed faster.

    Risks and how to handle them

    • Pages removed by mistake

      Review the list before publishing.

    Evidence

    • Your websiteSitemap (273 URLs, checked October 22, 2026): newest lastmod August 12, 2026; /products/browser-tokens is missing; /alternatives/evervault-vs-vgs is listed but returns 404 (re-checked the same day), and two test pages listed also return 404. The only live comparison pages are Evervault vs Cardinal and Evervault vs Visa Protect. The blog has 143 posts, the newest August 4, 2026; there are 22 "papers" pages, the newest from 2023, and 10 webinars.Source
  • 22

    The Growth Engineer post says the CEO is "the face/voice for the content we produce", and the Series B post's strongest line is "Plaintext is hazmat".

    Medium impactLow effort First result in 1 quarter Founder & CEO

    First action

    Script the first three episodes.

    How to measure it

    Demos citing the series

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick topics

      Where plaintext hides.

      Growth Engineer 1 week

    2. 2

      Script

      Two minutes each.

      Growth Engineer biweekly

    3. 3

      Record

      With the CEO.

      Founder & CEO biweekly

    4. 4

      Edit and post

      Three channels.

      Growth Engineer biweekly

    5. 5

      Link products

      Matching page.

      Growth Engineer biweekly

    6. 6

      Measure

      Views and demos.

      Growth Engineer monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Founder & CEO

    Smallest test

    Record one episode.

    Why it works

    Record a two-minute episode every two weeks on one place plaintext hides (logs, support tools, AI prompts, agent browsers) and how to remove it, posted on LinkedIn, YouTube and X with a link to the matching product.

    A founder with a clear point of view builds trust with technical buyers faster than company posts.

    Risks and how to handle them

    • CEO time

      Batch-record monthly.

    Evidence

    • HiringGrowth Engineer (London, posted August 24, 2026): "Turns product and customer insight into shipped things like customer stories, tools, reports, courses, and community." The goal is to "own the understanding and communication of how our customers actually use us". Suggested formats: "hosting customer workshops", "creating YouTube videos as part of a learning module", or "building a benchmark tool using the swathes of payment data we collect". The CEO is "the face/voice for the content we produce"; the reference point is "Think Posthog Lite".Source
    • Your websiteSeries B post (March 5, 2026): "$25 million Series B led by Ribbit Capital", "$46 million raised to date"; "More than $5 billion in transaction volume processed", "Over 100 million encrypted tokens generated each month", "More than four times year-over-year revenue growth", "deep integrations with over 7,000 banks and financial institutions". Customers named: "CarTrawler, Overwolf, Ramp, Rippling and Uniswap". "Plaintext is hazmat."Source
  • 23

    Platform support is email and docs, "Monday to Friday 9am to 5pm GMT", which ends at noon in New York, while the pricing page says the team is in Europe and on the US east coast and Evervault is hiring in New York.

    Medium impactMedium effort First result in 1 quarter Customer Success

    First action

    Measure current response times for US customers.

    How to measure it

    Median first response for US customers

    Now
    –
    Target
    under 4 hours
    By
    1 quarter

    Steps

    1. 1

      Measure today

      US response times.

      Customer Success 1 week

    2. 2

      Set rota

      East coast coverage.

      Customer Success 2 weeks

    3. 3

      Update pricing page

      New hours.

      Web and Design 1 day

    4. 4

      Announce

      To customers.

      Customer Success 1 day

    5. 5

      Track

      Response and satisfaction.

      Customer Success monthly

    6. 6

      Review

      Expand if needed.

      Customer Success quarterly

    First result
    1 quarter
    Cost
    Support time
    Owner
    Customer Success

    Smallest test

    Cover one extra hour for a month.

    Why it works

    Extend email support to 5pm Eastern for Platform customers, state it on the pricing page, and measure first-response times for US customers.

    US developers get answers the same working day, which protects activation and expansion.

    Risks and how to handle them

    • Thin coverage

      Start with email only.

    Evidence

    • Your websitePricing page: Platform at "$995 /mo, plus usage", "Recommended for under 25K transactions/mo", with a button labelled "Start for free"; Custom for "25K+ transactions/mo" with 24/7 support, a solutions engineer and a private Slack channel. Usage prices include 3D Secure at "$0.03 per success", network tokens at "$0.03 per token" and Card Account Updater at "$0.25 per card update". Platform support is "Emails • Docs", "Monday to Friday 9am to 5pm GMT", although "Our team is primarily located in Europe and the US east coast."Source
    • HiringBusiness Development Representatives in New York and London (posted September 25, 2026): "Traditional BDR tactics are broken." Target: "16 Qualified Opportunities generated per quarter" with CTOs, CPOs, VPs of ProdEng and founders at "100-5,000 person companies". Signals to track: "a company adding a second PSP, expanding into new geographies, launching card issuing or embedded payments, hiring its first payments engineer or compliance lead, or facing a PCI DSS audit or renewal". Also "Partner-Sourced Pipeline: Work with VCs, PSPs, consultants, and complementary vendors" and turning "in-person events and meetups into pipeline".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Evervault did not commission, review or endorse it, and Programmable is not affiliated with Evervault. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Evervault runs its business.

Something wrong, or do you represent Evervault? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 307 ideas

    Customer stories, the VGS page, the Browser Tokens launch, one PCI number, clear free terms, the BDR trigger list and the sitemap cleanup.

  2. Days 31 to 6013 ideas

    Benchmark, PCI calculator, workshops, course, security pack, partners, industry pages, speed, sign-up routing and webinar clips; the papers series, CEO videos and US support hours.

  3. Days 61 to 903 ideas

    Commit to the big bets: agentic payments, a first non-card market and a vault migration offer.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value developer experience: engineers ship and debug without support calls. The most cited problem: PCI DSS scope and audits.

  • Keeping card data out of their systems
  • Lock-in to a single processor
  • In their words: “PCI scope”

Market

Competitive landscape

5 competitors compared: VGS, Basis Theory, Skyflow, Spreedly and 1 more.

  • Gap to exploit: Card security for AI agents
  • VGS: Traditional single-custody vault model
  • Basis Theory: Overlaps directly with Evervault

Hiring signals

Evervault is building a small, technical go-to-market team after its Series B.

  • Growth Engineer: Customer stories, tools, benchmarks, courses and community. Ideas 1, 3, 7-10.
  • Business Development Representative (New York): Signal-based outreach; 16 qualified opportunities a quarter. Ideas 6, 15, 16.
  • Business Development Representative (London): Partner-sourced pipeline from VCs, PSPs and consultants. Idea 12.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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