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Case study · Marketing services

From custom work for every client to a productized, profitable model.

Lead generation marketing agency

Client
Lead generation marketing agency
Sector
Marketing services
Stage
Mid-sized

The client

The business

Generates qualified leads for its clients through paid advertising, landing pages and campaign management. Its core operation is running and optimizing campaigns across many client accounts at the same time.

The starting point

The challenge

Client growth strained delivery. Every account was handled differently, and margins varied widely from client to client.

The transformation

What changed

  1. 1Productized the service offering into clear packages
  2. 2Created standard campaign delivery playbooks
  3. 3Built client profitability and reporting dashboards
  4. 4Reorganized the team by function and capability

The result

Growth, on a stronger foundation

  • Healthier, more predictable margins
  • Faster client onboarding
  • A delivery model that scales with new accounts

These are real businesses Shermand has served over time. To protect our clients, names and sensitive information have been withheld. More details, and references where clients agree, can be shared on request.

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