Case Studies
Real Results for Real Businesses
See how Marketri has helped B2B companies build pipeline, accelerate growth, and achieve measurable marketing outcomes.
145%
above the firm's goal for new newsletter subscribers, January through November 2025.
How a Middle-Market Investment Bank Built a Pipeline Beyond Its Founder's Network
A Middle-Market Investment Bank
A middle-market investment bank depended on its founder's network for new business. Since 2021, Marketri has helped it shift from generalist to sector specialist and build a pipeline well beyond those contacts. In 2025 it beat its goals for advisor meeting requests and newsletter sign-ups.
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65%
Increase in engaged website sessions since brand launch
How hfco Rebuilt Its Brand to Compete Beyond Compliance
hfco
An independent advisory and accounting firm rebranded from Haefele Flanagan to hfco, launched a new advisory-first website, and built a sector-based go-to-market strategy — driving early gains in website engagement and LinkedIn visibility.
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73%
of the firm's marketing-qualified leads by 2025 — up from a business where three out of every four leads came through referrals five years earlier.
How a Referral-Led Accounting Firm Built Marketing Into a Measurable Revenue Function
A Global Accounting & Professional Services Firm
A referral-dependent accounting firm partnered with Marketri to build a measurable marketing function — replacing spreadsheets with HubSpot, shifting to sector-based demand gen, and growing marketing-qualified leads from 182 to 891 in three years.
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#1
Ranked in ChatGPT for physician-led cardiology platforms in the US
A National Cardiology Platform Becomes the #1 AI-Search-Ranked Physician-Led Platform in the Country
A National Cardiology Platform
A national cardiology platform built its brand from zero in 2023, competing for physician trust against larger, private-equity-backed platforms. Marketri's multi-year fractional partnership turned it into the #1 AI-search-ranked physician-led platform in the country.
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$30.4M
in closed-won revenue since 2021, with year-over-year growth accelerating.
Through a six-year fractional marketing partnership, Marketri builds and rebuilds a specialized engineering firm's marketing foundation as its business transforms.
A Specialized Life Sciences Engineering Firm
Since 2020, Marketri has served as fractional CMO for a life sciences engineering firm, building a marketing foundation from scratch, then adapting it through an acquisition and ownership change. The result: $30.4M in closed-won revenue.
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$250,000+
in annual savings identified across both engagements, with a directional path to $750,000–$1 million by 2027 as adoption scales.
A Global CX Enterprise Finds a Clear Path to $250,000+ in Annual Savings Through an AI Roadmap Built on What Already Works
A Global CX & BPO Enterprise
A newly merged marketing organization at a 50,000-employee CX & BPO enterprise needed one AI roadmap for two tangled tech stacks. Marketri's readiness diagnostic and phased plan identified $250,000+ in annual savings before a single new AI license was purchased.
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~1,400
leads generated in 2022 at a cost per lead well below target, in a niche market with a deliberately limited number of buyers.
Marketri supports a SaaS provider on its path to accelerate growth
Epoch Solutions Group
Epoch Solutions Group needed a marketing plan built for a long, complex SaaS sale against far bigger competitors. Marketri's Fractional CMO built an omnichannel engine that generated ~1,400 leads in 2022 and helped more than double revenue.
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260%
marketing ROI in 2019 — eventually surpassing the return the firm earned on its own inside-sales function.
Marketri takes a financial services firm's revenue growth to new heights
A Professional Services Firm
A young finance- and accounting-focused professional services firm set aggressive growth goals but wasn't getting strategic support. Marketri built a strategy-first, multi-channel program that delivered 260% marketing ROI and $1.38M in new revenue in 2019.
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$5–10M
in new revenue annually, attributed directly to marketing, achieved entirely through organic traffic with zero paid advertising.
Through strategic focus, Marketri drives measurable revenue for an engineering firm
A National Engineering Firm
A national engineering firm needed strategic marketing leadership, not just a marketer. As Fractional CMO from 2013–2018, Marketri built a revenue-generating engine that drove $5–10M in new revenue annually — entirely through organic traffic, with zero paid advertising.
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62%
spike in traffic to the client's spirits web pages overall, achieved in the first two months of the campaign.
Marketri guides a packaging company's successful entry into a new market
A Packaging Company
A packaging company already leading in the coffee industry set its sights on the spirits market. Marketri built a research-based, multi-channel program that drove a 62% traffic spike and qualified leads within the first two months.
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