The Problem
1. A Previous Consultant Built Marketo in Isolation from the Business
The company had Marketo, a marketing automation platform, but it had never been implemented correctly. A previous consultant built the instance without understanding the company’s sales process, lead volume, or reporting needs. The system was difficult to navigate, confusing in structure, and mismatched to the needs of a high-ticket B2B SaaS. A performance marketing agency should build infrastructure that matches how the business actually sells. This one didn’t.
2. Rapid Growth Created Problems the Marketing Stack Couldn’t Handle
The company attracted VC funding from day one and grew fast, with major retailers as clients. That pace of expansion outstripped the marketing infrastructure. Broken data and a mishandled Marketo migration left the marketing team without the tools to support the sales process at scale. Without a performance marketing agency partner to rebuild the foundation, the team was flying blind.