Client Work

Results that
speak for themselves.

Real engagements, real outcomes. Deep dives into how we've used Marketo, Journey Optimizer, and CRM architecture to solve complex marketing and operational challenges.

33%
Sales efficiency boost — Healthcare automation
75%
Cost reduction — CMS modernisation
<6mo
Time to full delivery — both engagements
2
Platforms: Marketo + CMS/Web stack
Healthcare automation
Marketing Automation · Healthcare

Streamlining Healthcare
with Automation

Value-based care provider strengthening collaboration between health systems and physicians

Adobe Marketo Engage

33% boost in sales team efficiency

33%
Sales efficiency improvement
Real-time
Lead alerts by region & plan
ZIP-level
Dynamic plan filtering via smart forms
2
Marketo solutions: smart forms + Velocity landing pages
Challenge

A plan shopping experience that didn't scale

A value-based care provider needed an automated plan shopping tool that could intelligently serve the right health plans to users based on their location — and then route interested leads directly to the right sales reps, without any manual intervention.

·Show only available health plans by ZIP code
·Route users to a custom landing page with their specific plan details
·Display other eligible plans in that ZIP for side-by-side comparison
·Alert sales reps in real time to follow up based on user input

The sales team went from chasing cold lists to receiving real-time alerts on genuinely interested leads — segmented by region and plan. The efficiency gain was immediate.

— RevenStack

Solution

A two-part Marketo experience built on smart form logic and Velocity scripting

We architected a two-component solution entirely within Adobe Marketo Engage — no additional platforms required. The design centred on delivering the right plan information to the right person, at the right moment.

01 Smart Form Logic: A ZIP code-driven Marketo form that dynamically revealed only the health plans available in that user's area. Users entering unsupported ZIP codes were informed immediately — no wasted journeys, no dead ends.
02 Dynamic Landing Pages via Velocity Scripting: We used Marketo's Velocity scripting engine to pass plan and location data into a single landing page template — dynamically populating it with the selected plan, a list of all local options, and contextual follow-up or information buttons tailored to each user's scenario.
Outcomes

Real-time sales intelligence, zero manual work

The result was a fully automated, personalised lead journey — from ZIP code entry to sales rep alert — that required no manual sorting, routing, or follow-up assignment.

Sales teams receive real-time alerts on interested leads segmented by region and plan
Smart form logic ensures users only see plans available in their ZIP code — no irrelevant options
33% boost in sales team efficiency — less time on unqualified leads, more time closing
Velocity-powered landing pages deliver a fully personalised plan experience at scale with a single template

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CMS Modernisation
IT Consulting · Digital Transformation

CMS Modernisation
achieves 75% savings

B2B SaaS, $100M+ ARR — cloud managed Wi-Fi solutions & smart home technology

End-to-end CMS transformation & in-house team buildout

Under 6 months to full launch

75%
Reduction in annual web operations costs
<6mo
Months to launch new CMS & site
1st
In-house web team built from scratch
∞
Real-time publishing for marketing teams
Challenge

Locked out of their own website

The client relied entirely on a third-party consultancy for all website updates, creating persistent bottlenecks and operational inefficiencies. Their bespoke technical infrastructure lacked real-time publishing capabilities, leaving marketing teams unable to make even the most basic content changes without routing every request through costly developer support.

Marketing teams couldn't publish a single word without filing a developer ticket. We changed that — permanently.

— RevenStack

Solution

A comprehensive transformation, end to end

We led every dimension of the modernisation — from vendor selection to team-building — ensuring the client emerged completely self-sufficient with no ongoing agency dependency.

01Ran the full RFP process for a new CMS platform and oversaw vendor evaluation and selection
02Defined the technical migration plan and managed end-to-end implementation with zero downtime
03Advised the executive team on the structure and hiring of the client's first in-house web development team
04Led transition planning and commercial negotiation with existing vendors to reduce exit costs
Outcomes

Faster, leaner, and fully owned

Results delivered within the first six months — with compounding operational savings long after the engagement closed.

Launched new CMS and website refresh in under 6 months
Built and onboarded an in-house web development team in parallel with the migration
Reduced annual web operations costs by 75% versus the prior agency retainer
Empowered marketing teams with real-time, self-serve publishing capabilities

Facing a similar technology challenge?

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