Case Studies
Five B2B SaaS engagements across GTM Strategy, Performance Marketing, and Growth Systems — what was actually broken, what we did about it, and the numbers that moved once it shipped.
Selected Engagements
Revenue Operations
& Attribution Rebuild
Ask marketing, sales, and CS to define a "qualified" account and you'd get three different answers — the pipeline numbers were a mess because of it. The fix was a shared system of record: lifecycle stages, lead scoring, and multi-touch attribution rebuilt from scratch, with handoff rules that finally gave every team the same picture.
Series A SaaS company, 60-person team, 10-week engagement, 2024. Client under NDA; metrics verified against client's own CRM reporting.
Performance Marketing
Infrastructure Build
Paid spend had outpaced anyone's ability to explain where it was going. We built full-funnel attribution and automated bid and budget optimization across channels, tying every dollar spent back to actual pipeline generated.
Growth-stage SaaS company, ~$8M ARR, 8-week engagement, 2024. Client under NDA; metrics verified against client's own ad-platform and CRM data.
Growth Systems
Automation Rollout
The RevOps stack ran on spreadsheets and manual CSV exports stitched across four different tools. We replaced it with one automation layer tying CRM, product usage, and billing together, giving expansion and churn signals a same-day path to the team that needed to act on them.
Series B SaaS company, 130-person team, 14-week engagement, 2023–2024. Client under NDA; metrics verified against client's own revenue dashboards.
Category Launch &
GTM Motion Build
Brought in pre-launch for a new product line entering a crowded category. We built the positioning, the pricing, and a three-channel launch motion (outbound, paid, product-led) from a standing start, then handed the internal team a playbook they could run without us — full detail on our GTM Strategy service.
Series B SaaS company, new product line, 90-day pre-launch engagement, 2024. Client under NDA; metrics verified against client's own pipeline reporting.
Sales-Led to PLG
Transition Architecture
The client needed a self-serve entry point alongside their existing enterprise sales motion, without sales feeling like product was eating their pipeline. We redesigned the buyer journey, rebuilt onboarding and activation tracking, and put real handoff rules between product and sales — the Growth Systems layer that made those rules stick.
Healthcare tech company, Series B, 17-week engagement, 2023. Client under NDA; metrics verified against client's own product analytics.
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