CASE STUDIES

SaaS Software

Client Company

A late-stage Series B startup.

PROJECT SCOPE

Despite achieving substantial success, the company had hit a plateau in its customer acquisition and retention. The company needed to invigorate its marketing initiatives but was unsure about hiring a full-time CMO due to cost and commitment concerns. It was grappling with an outdated marketing strategy that failed to effectively leverage digital channels. The company also lacked clear KPIs to measure marketing effectiveness. With the next funding round on the horizon, the firm needed to show growth potential and a scalable marketing model.

DELIVERABLES

Our fractional CMO helped to deliver the following output:

  • Conducted an assessment of the company’s marketing efforts, which included analyzing previous campaigns, brand positioning, target audience, competitors, and market trends.
  • Developed a new, data-driven marketing strategy that focused on leveraging digital channels and reaching a wider audience.
  • Identified key performance indicators and implemented a tracking system to monitor campaign effectiveness.
  • Worked closely with the company’s existing marketing team, providing leadership, strategic direction, and mentorship.
  • Trained the marketing team on best practices for digital marketing, content creation, SEO, and analytics.

 

 

 

 

 

 

 

 

N

Go-to-market Strategy

N

E-Commerce & DTC

N

Strategic Partnerships & Sponsorships

N

Marketing Automation

N

Performance Marketing

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Case Studies

banking

Advised a Leading Bank in Enhancing its Competitive Edge by Understanding Customer Needs and Delivering Innovative Financial Solutions.

Communication

Empowered a Communication Agency to Thrive in a Dynamic Landscape and Capture the Hearts of Clients Seeking Effective Messaging and Connection.

Consumer goods

Assisted a Consumer Goods Company in Enhancing Market Position to Attract Discerning Shoppers Seeking Quality and Innovation.

Engineering

Guided an Engineering Consultancy Firm in Navigating the Competitive Landscape to Attract Clients Seeking Innovative Solutions.

FASHION/DTC/E-COMMERCE

Guided a Fashion Tech and Direct-to-Consumer (DTC) Brand to Navigate the Competitive Terrain and Attract Trend-Seeking Shoppers.

kIDS ENTERTAINMENT

Assisted a Children's Entertainment Company in Excelling within a Competitive Market to Delight Young Audiences and Families.

Software

Guided a Software Development Firm in Navigating Market Dynamics to Attract Tech-Savvy Clients Seeking Cutting-Edge Solutions.

SaaS Software

Assisted a SaaS Software Company Specializing in the Creator Economy and Social Media Management to Stand Out in a Competitive Space and Attract Content Creators and Marketers.

Travel & Tourism

Helped a Resort Operator in Africa understand the competitive landscape and identify ways to win over customers seeking luxury expedition experiences.

M&A Opportunities Await

Guided clients in exploring M&A opportunities by providing in-depth market analysis and strategic insights to help them capitalize on growth potential and achieve successful mergers and acquisitions.

Mergers and acquisitions (M&A)

Helped a Resort Operator in Africa understand the competitive landscape and identify ways to win over customers seeking luxury expedition experiences.

Cybersecurity Preaparedness

Guided clients in strengthening their cybersecurity preparedness by providing comprehensive risk assessments and tailored strategies to safeguard critical assets and ensure business continuity in an evolving threat landscape.

AI Applied to Internal Finance/Sales Data

Transformed a high-growth consulting firm's financial forecasting using AI-driven insights, integrating with NetSuite and Zoho CRM for accurate cash flow predictions and sales pipeline forecasting.

Advancing Financial Systems

Supported the Health Foundation of South Florida in enhancing their financial systems by leveraging a strategic partnership with REV Global to identify and implement solutions for optimized financial operations.