A Series A B2B SaaS company had a marketing team but no CMO — spend rising, attribution vague, the board asking for numbers. Same team, better engine: here's how conversion moved seven points with no new hires.
The team was capable and busy — but the ICP kept shifting, messaging was inconsistent between sales and marketing, and deals were taking too long. Spend was climbing while attribution stayed vague, so no one could say which activity was actually producing pipeline. The board wanted metrics the team couldn't yet give them.
Phil's readRandom Acts of Marketing meeting Flying Blind. A good team with no system underneath them and no scoreboard to steer by.
From week one, we sharpened the ICP and positioning so every touchpoint said the same thing. We rebuilt the sales motion and — critically — the marketing-to-sales handoff where deals had been stalling. Then we installed a tight dashboard: CAC by channel, LTV by segment, pipeline velocity. Once it worked, we handed the running engine to their own team.
Phil's readThe team was good. They were missing a system and a scoreboard — not effort.
Lead-to-deal conversion moved from 12% to 19% — with no new headcount and the first measurable lift inside eight weeks. The board finally has metrics it trusts, and the team owns the reporting that produces them.
Phil's readA seven-point conversion lift on the same traffic is the cheapest pipeline you will ever build.
Campaigns, content and the sales handoff run on one shared board — so the team knows what's live, what's next, and what's converting, without a weekly status meeting.
“Phil brings an analytical, data-first mindset to everything — always experimenting with new tools and martech, and adept at board and stakeholder conversations. I worked with him for three and a half years and learned an enormous amount.”Emma Kriskinans · SVP Marketing, Tyk
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