Inc. 5000
Marketing Agency

A fast-growing marketing agency with over 1,000 clients, multiple offices across the country, and more than $30 million in revenue, engaged our team to assist with the implementation of a white-label CRM product.

The agency, having been featured on the Inc. 5000 list multiple times, was primarily focused on paid social media advertising and lead generation.

Challenge

As the agency scaled, its leadership remained deeply focused on core offerings, leaving gaps in technical infrastructure, reporting accuracy, and overall marketing diversification. Our initial scope of work involved integrating the CRM to help clients better manage and convert leads.

However, during client consultations, a broader opportunity emerged—clients wanted more than just paid social and basic websites; they needed search marketing, improved reporting, and a full suite of digital marketing services.

Solution

Recognizing the strategic opportunity, we presented our findings to the agency's C-suite, leading to a pivotal shift in priorities. Rather than just deploying a CRM, the agency leveraged our expertise to modernize its analytics systems, refine ROI tracking, and establish a robust technical foundation for both internal and client-facing data insights.

Our key contributions included:

• Advanced Tracking & ROI Optimization:

  We upgraded analytics infrastructure to provide better attribution, cross-channel reporting, and actionable insights for both clients and internal teams.

• Internal Data Utilization:

  We built systems to measure and analyze agency performance, optimizing sales strategies and service packaging.

• Expanded Service Offerings:

  We developed structured, scalable packages for Google Ads, SEO, websites, email marketing, and more—expanding the agency's revenue streams beyond paid social.

• Process Development & Training:

  We created detailed processes for selling, onboarding, and delivering new services while training management to maintain long-term operational efficiency.

Results:

By modernizing tracking systems and diversifying service offerings, the agency experienced:

• 20% revenue growth through expanded product lines.
• 60% increase in client retention due to improved service integration and reporting.
• A fully optimized analytics and reporting system, providing leadership with deeper insights into both marketing performance and internal operations.
• A stronger competitive edge in an evolving digital landscape, positioning the agency as a full-service marketing partner rather than just a lead generation provider.