Challenge
I Can't Answer "What Did We Get for the Money?"
Board and CEO want numbers — not impressions. I'll wire attribution from first touch to closed deal and automate the reports your team actually uses.
“The board asked what we got for $200K in marketing last year. I couldn't give a straight answer.”CMO / founder pattern
Sound familiar?
- Marketing reports show traffic and MQLs — finance asks about revenue and gets silence
- UTMs are inconsistent, CRM data is dirty, attribution is guesswork
- Weekly reporting takes days of manual exports and spreadsheet stitching
- You can't compare channel ROI — so budget decisions are political, not data-driven
What we do
Audit your data: UTM governance, CRM lifecycle, deal stages, and integration gaps between ads, forms, and HubSpot.
Build automated dashboards: pipeline by source, cost per opp, lead→close rate, and marketing-influenced revenue — refreshed weekly without manual work.
Establish KPI cadence: define the 5–7 metrics that matter, automate delivery to Slack or email, and iterate on what moves the board conversation.
From audit to live systems
Growth Audit
Map your stack, data flows, and the single highest-leverage fix. KPIs defined before any build starts.
90-day build
Ship production systems — content, outbound, CRM, paid — integrated into tools you already use.
Optimize & run
Iterate on what moves pipeline. Monthly reporting tied to revenue and hours saved — not activity.
What changes in 90 days
- Source-to-close attribution in HubSpot — every deal traced to origin
- Automated weekly pipeline report — no more manual spreadsheet builds
- Channel ROI comparison — know where to invest and where to cut
- Board-ready metrics: marketing-influenced revenue, CAC, payback period
Client proof · B2B SaaS
organic visits per month via AI SEO content production
0→2K inbound leads per month
Cleverence
B2B SaaS · Warehouse & retail automation
Full-cycle demand gen for a B2B SaaS in warehouse automation — AI SEO content farm, paid media, HubSpot CRM, and outbound wired into one pipeline system.
“We built a great product but literally zero inbound. All our deals came from the founder network — it wasn't scaling.”
Proof in numbers
automated pipeline reports
lead→purchase tracked
KPIs that matter
flat fee start
How we solve this
Analytics
See how we deliver this capability end to end.
Learn more →CRM Setup
See how we deliver this capability end to end.
Learn more →Leads don't convert
MQLs pile up while sales ignores them — no shared definition of qualified.
Learn more →CRM is a mess
CRM license paid — data dirty, pipelines broken, teams ignore it.
Learn more →Reporting takes forever
Manual exports, broken formulas — days lost to spreadsheets every week.
Learn more →Stop Running Marketing in Spreadsheets
Make, HubSpot, and analytics dashboards — built, maintained, and owned by you. No black-box workflows.
Learn more →Common questions
Ready to fix this — for real?
Book a free Growth Audit. No sales deck — a 30-minute conversation about your pipeline, stack, and what to ship first.