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Case Study: Building a Scalable Marketing Foundation


The Challenge

Despite a strong reputation in custom software development, AI solutions, and enterprise platforms, the company’s marketing infrastructure wasn’t keeping pace.

Key challenges included:

  • Lack of cohesive strategy: While their website showcased white papers and expertise, these assets were simply hosted on static pages—without landing pages, forms, or tracking mechanisms to measure engagement.
  • Technical hurdles: DNS configuration errors prevented the company from connecting their primary domain, stalling progress on digital campaigns.
  • Manual processes: Without automation, all outreach and lead management were handled manually, limiting scalability and creating inefficiencies.
  • Data management confusion: Their team struggled with distinguishing between marketing and non-marketing contacts—a critical issue for staying within subscription limits and maintaining compliance.

In short, while they excelled in delivering digital transformation for clients, their own internal marketing ecosystem needed transformation.

The Solution

To solve these issues, the engagement focused on laying a solid foundation first—ensuring the company had both the infrastructure and knowledge to scale effectively.

1. Technical Setup & Infrastructure

  • Implemented subdomains for landing pages and blogs, circumventing DNS issues and enabling campaign creation without disrupting the main website.
  • Guided the team through DKIM/DMARC email setup to improve deliverability for future campaigns.

2. Campaign Enablement & Automation

  • Built the company’s first-ever landing page and form for a white paper, transforming a static resource into a lead-generation asset.
  • Introduced workflows to automate follow-up emails, providing a practical example of how marketing automation can nurture leads.

3. Contact Management & Strategy

  • Educated the team on the importance of differentiating between marketing and non-marketing contacts.
  • Developed best practices for list management, ensuring compliance while focusing resources on the most engaged leads.

4. Roadmap for Growth

  • Delivered a step-by-step plan for scaling campaigns, including strategies for Google and LinkedIn ads, more advanced HubSpot workflows, and eventually lead scoring and reporting.

The Results

  • First campaign launched: Their inaugural landing page and form marked the beginning of measurable, trackable marketing efforts.
  • Automation in action: The team gained hands-on experience with workflows, proving the value of marketing automation in nurturing prospects.
  • Improved email readiness: With domain authentication resolved, they were positioned for higher deliverability in future email campaigns.
  • Strategic clarity: The leadership team walked away with a clear roadmap for their next stage of growth, including paid campaigns, advanced reporting, and HubSpot optimization.

Why It Matters

For a company that has delivered 50+ projects globally—from personal development platforms to e-commerce solutions—this transformation was about practicing what they preached. Just as they help clients modernize and scale through technology, they now have the internal marketing infrastructure to tell their own story, attract new clients, and compete more effectively in a global market.

Key Takeaways

  • Start with the foundation: Even the most sophisticated companies need to master the basics before scaling.
  • Hands-on guidance drives adoption: By building real assets (like landing pages and workflows) during onboarding, the team gained immediate, tangible wins.
  • Clarity unlocks growth: A roadmap turns complexity into confidence, equipping teams to take bold steps forward.