Gained the clarity required to have their best growth year ever, ahead of their 8-figure exit.
- Situation
- A founder-led Membership & e-Commerce business was struggling with clarity on performance of marketing channels, customer segments and membership tiers.
- Challenge
- The technology stack they had built served them well when they were small, but it was causing bottlenecks and headaches as they tried to scale. Disconnected systems meant a lack of clarity on the performance of their marketing and growth efforts. It also led to a sometimes disjointed customer experience.
- What We Built
- We mapped their growth engine end-to-end, migrated their CRM to HubSpot and connected their custom app and ecommerce store. We then mapped membership levels and migrated their customer database. They now have a fully functioning and connected growth system, including reports they can trust.
- Outcome
- They had their best revenue and membership year to date, growing past $12m in revenue. They leveraged the growth, the strength of their brand and their new growth system in acquisition talks. They were successfully acquired for a multi-eight figure amount and retain leadership of the business.
"We finally have dashboards we trust, we have data we trust. We have a commercial growth plan that can help take us to the next level. And last year, after we did the migration with Mark and his team, we had our best year ever in the history of the company."





