Case Studies
The work
speaks.
Anonymized results from PE portfolio companies and B2B organizations. No client names. No logos. Just what was broken, what got built, and what happened next.
Case 01
3.2x Pipeline Growth in 6 Months
3.2x
Pipeline Growth
47%
MQL to SQL Rate
6mo
Time to Results
The Mess
Failed Marketo migration left the marketing team operating on spreadsheets. No lead scoring, no attribution, no automated routing. Sales and marketing hadn't shared a dashboard in over a year. Pipeline was stagnant despite increasing ad spend.
What Got Built
- Complete Marketo rebuild: program architecture, templates, scoring
- Behavioral + demographic lead scoring model
- Multi-touch attribution framework in Salesforce
- Automated lead routing with round-robin and territory logic
- Executive pipeline dashboard with weekly automated reports
- Full nurture program: 12 sequences across 4 segments
The Result
3.2x pipeline growth within 6 months. MQL to SQL conversion improved from 12% to 47%. Sales team reported spending 30% less time on unqualified leads. The system runs on its own with one part-time ops person maintaining it.
Case 02
$12M Sourced Pipeline, Quarter One
$12M
Sourced Pipeline
90
Days to Launch
0→1
From Nothing
The Mess
Newly acquired PE portfolio company. No marketing function existed. Sales team was running on referrals and trade shows. PE sponsors needed pipeline within 90 days.
What Got Built
- HubSpot implementation from zero: CRM, marketing automation, CMS
- Salesforce integration with bidirectional sync
- 6Sense deployment: ICP modeling, intent signal activation
- ABM program targeting 500 named accounts
- Content engine: 4 assets/month, gated and ungated
- SDR playbook with intent-triggered outreach sequences
The Result
$12M in sourced pipeline in the first quarter. 23 qualified opportunities from accounts that had never heard of the company 90 days prior. PE sponsors extended the engagement for two additional portfolio companies.
Case 03
62% Reduction in CAC
62%
CAC Reduction
2.8x
ROAS Improvement
4mo
Time to Results
The Mess
Series B FinTech burning $400K/month on paid channels with no attribution. Marketing and sales blamed each other for pipeline gaps. Three different teams tracked leads in three different systems.
What Got Built
- Unified data model across Salesforce, HubSpot, and ad platforms
- Multi-touch attribution with weighted models for each channel
- Automated budget reallocation based on pipeline contribution
- Sales + marketing shared dashboard with real-time pipeline data
- Lead lifecycle tracking from first touch through closed-won
The Result
62% reduction in customer acquisition cost within 4 months. Same pipeline, 60% less spend. The attribution model revealed two channels contributing nothing, and one underinvested channel driving 40% of qualified pipeline.
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