
Scaling Success for an Executive Intelligence SaaS Company
Marketing Mason Case Study
Client Background
A growing SaaS company in the executive intelligence space had reached a plateau in their growth. With the release of a new flagship product, they needed expert guidance to promote it effectively, refresh their brand, and align their marketing and sales efforts.
Challenges
Imagine a SaaS company in the executive intelligence arena, sitting pretty with a decent growth curve. They've got a shiny new flagship product ready to roll, but there's a catch – they've hit a growth plateau. It's like they're revving their engine but stuck in neutral. Enter Marketing Mason, tasked with not just promoting this product but giving the brand a facelift and bridging the gap between marketing and sales.
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Solution
1 | Things kicked things off with a deep dive, a full scope marketing audit.
We poked around their CRM, HubSpot, spotting quick wins and mapping out the opportunities. We pinpointed the target personas, those ideal customers who'd eat up what our client was dishing out.
2 | Next up, we gave the brand and website a makeover. Think upscale, sleek, and irresistible – a digital up scale that screams premium. But we didn't stop there. We optimized the user journey from start to finish, turning customers into raving fans, who'd spread the word.
3 | Finally, the marketing plan was a masterpiece, a blend of social media savvy and email marketing, and thought leadership. We built pillar pages that were lead-gen magnets. And let's talk about the marketing-to-sales pipeline – we transformed it, integrating it seamlessly with HubSpot for a crystal-clear view of every prospect and customer interaction.
Implementation
1 | Marketing Audit / Target Personas
A full marketing audit and identification of target personas.
2 | Full Marketing Plan & Campaign Design
Development of a marketing plan focused on social media and email marketing.
3 | New Website & Corporate Brand Upfit
Rebuilding the website to upscale the brand and present product offerings more effectively.
4 | Lead Generation
Building pillar pages, thought leadership resources, and webinars for lead generation, as well as leveraging SEO.
4 | Optimized CRM and Marketing-to-Sales Pipeline
Reengineering the marketing and sales pipeline through HubSpot for better visibility and engagement.
Approach
Marketing Audit & Target Personas
Lead Generation & SEO
Sales & Marketing Pipeline
12-Month Marketing Plan
Upscale Brand & Rebuild Website
Key Metrics
+60%
60%+ Increase In New Business
2X ARR
Doubled ARR in Under 18 Months!
~25 Mos
Positioned the Company for Sale in Under 25 Months
The Bottom Line
We doubled the ARR in just 18 months. That's right, doubled.
The website? Transformed and live in four months, with a new level of sophistication.
The customer base? It ballooned by a whopping 60%.
CRM automations, lead scoring, reporting – all wrapped up with a bow in 12 months.

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