A 9-figure consultancy operating across multiple regions, but marketing and sales were running in silos. No shared system. No reliable data. No visibility over what was actually driving revenue.
Disclaimer: Due to confidentiality and NDA restrictions, the client featured in this case study has been anonymised. All results and outcomes are real.
This global, 9-figure climate consultancy had no shortage of expertise. But like many complex, multi-region organisations, growth wasn’t predictable.
Marketing and sales were operating in silos across Regional Business Units. Messaging lacked consistency. Data lived in multiple systems. And leadership had limited visibility into what was actually driving revenue. As a result:
Marketing activity was happening, but impact was unclear
Sales teams lacked confidence in lead quality
Regional teams operated with different processes and priorities
Reporting was fragmented, making ROI difficult to prove
Internally, the frustration wasn’t about effort. It was about alignment, and without a unified system, the risks were clear:
Continued inefficiency across global teams
Missed revenue opportunities due to poor handover and scoring
Leadership making decisions without reliable data
Marketing being seen as a cost centre, not a growth driver
It was clear that they needed a system that connected everything.
But the risk was creating more campaigns. Instead, they wanted structure, clarity, and alignment across marketing, sales, and systems, which is where I stepped in to act as the bridge between strategy, operations, and execution.
We started with in-person workshops to bring global stakeholders together.
The goal was simple: Create shared ownership of pipeline generation. This led to:
A unified content strategy aligned to revenue goals
Clear roles and responsibilities between teams
Stronger buy-in across regions
Next, we addressed the foundation.
Conducted a full audit and overhaul of HubSpot
Improved lifecycle tracking, data structure, and automation
Oversaw the launch of a new website with clearer messaging and conversion paths
25% increase in conversion rates
38% increase in sessions across global markets
To shift perception from “activity” to “impact”, we built custom reporting dashboards.
These dashboards connected marketing activity directly to pipeline and revenue, powered by improved Salesforce integration.
From the dashboards:
Global contact and MQL tracking provided real-time visibility into acquisition trends
Lifecycle reporting connected leads → opportunities → customers, including revenue influenced by campaigns
Website analytics dashboards tracked traffic, contacts, and conversion growth over time
This gave leadership something they didn’t have before: Clarity.
Working closely with regional sales teams, we:
Designed tailored sales enablement handover processes
Built region-specific lead scoring models
Improved qualification criteria aligned to actual sales outcomes
44% year-on-year increase in qualified opportunities
More efficient allocation of sales resources
During a period of organisational change, the business began migrating from HubSpot to Salesforce Marketing Cloud.
This is where most companies lose momentum. Instead, we:
Led cross-functional coordination across global teams and vendors
Built interim reporting solutions to maintain visibility
Supported manual data migration while preserving integrity
Ensured continuity of marketing operations during transition
Disconnected teams
Unclear ROI
Inconsistent processes across regions
Marketing seen as activity, not impact
A unified, revenue-focused marketing and sales system
Clear visibility into pipeline, performance, and ROI
Strong alignment across global teams
Scalable infrastructure supporting continued growth
This wasn’t a campaign. It was a system.
A shift from fragmented activity to a connected growth engine, where marketing, sales, and data work together to drive predictable revenue.
Year-on-year increase in qualified opportunities
Increase in website conversion rates
Increase in global website sessions
Full visibility into marketing ROI and revenue attribution
Improved efficiency across regional sales and marketing teams
If your sales and marketing teams are operating without a shared system, the problem is structural. Book a call to discuss what alignment, visibility, and a properly installed growth engine would look like for your business.