Series B SaaS Platform
+215%
Marketing-Qualified Pipeline
Step 1
The Problem
A Series B SaaS platform needed to demonstrate scalable, efficient customer acquisition ahead of a growth-stage raise. Existing campaigns generated leads but couldn't connect marketing spend to pipeline and ARR. Investors wanted proof that paid channels could scale without CAC inflation.
Step 2
Our Approach
We rebuilt the full demand gen stack: campaign architecture, conversion tracking tied to CRM pipeline stages, and creative optimized for demo requests over ebook downloads. Wayfinder AI connected ad platform data to CRM pipeline data, enabling optimization toward revenue-stage events rather than top-of-funnel vanity metrics.
Wayfinder AI in Action
CRM Pipeline-Stage Optimization
Wayfinder AI connected ad platform click data to CRM pipeline stages, enabling bidding optimization toward demo-to-close events rather than form fills.
Step 3
The Impact
Marketing-qualified pipeline grew 215% while CAC-to-LTV ratio improved from 1:2.8 to 1:4.1. The pipeline data gave the fundraise narrative concrete, defensible numbers.
+215%
MQ Pipeline
Lead Generation
1:4.1 (from 1:2.8)
CAC:LTV Ratio
Lifetime Value
+67%
SQL Conversion Rate
Efficiency
Performance Timeline
How We Tracked It
Full CRM integration (Salesforce) with offline conversion imports to Google and Meta. Pipeline attribution tracked from first touch to closed-won with multi-touch weighting.
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