Industry:
Software as a Service (Start-Up)
Revenue:
VC Backed
FTE's:
1-10
After graduating from Y Combinator, this SaaS startup needed to prove traction—fast. They had clear monthly download targets, limited runway, and pressure from investors to show efficient growth. However, after working with several agencies that overpromised and underdelivered, the team was left with bloated ad accounts, a disjointed web presence, and poor conversion metrics. They needed a trusted partner who could deliver real, measurable results without burning through their budget.
Wheelock Marketing Group (WMG) partnered closely with the founders and growth team to build a scalable user acquisition strategy from the ground up. By aligning every initiative to CAC, burn rate, and investor expectations, WMG delivered performance marketing, conversion optimization, and stakeholder communication support that directly impacted fundraising conversations and product adoption.
Guided the founders through a CAC and burn rate analysis to define target CPA and marketing budget constraints.
Created financial guardrails and weekly KPI tracking to ensure capital-efficient decision making.
Aligned campaign pacing with investor milestones and board expectations.
Rebuilt the marketing site and landing pages with conversion-focused UX and simplified messaging.
Optimized for mobile responsiveness, download CTAs, and trust signals like social proof and reviews.
Added event tracking to monitor drop-off points and user behavior flows.
Integrated lead capture tools with CRM to tag and track demo requests, investor inquiries, and partnerships.
Set up auto-tagging for acquisition channels to support attribution and optimize ad spend.
Created lightweight workflows for investor updates and trial conversion follow-ups.
Deleted bloated, unoptimized campaigns created by previous agencies and freelancers.
Built segmented campaigns focused on top personas with tailored creatives and ad copy.
Introduced remarketing layers and geographic targeting to improve cost-efficiency.
Set up investor updates, monthly newsletters, and product launch announcements.
Segmented lists between users, early adopters, and investor stakeholders for tailored messaging.
Created templates with strong CTAs, testimonials, and usage tips to drive engagement and retention.
Identified redundant tools and consolidated platforms to reduce waste and improve workflow efficiency; ran weekly meetings to ensure alignment across teams and departments.
Redesigned and rebuilt webiste with focus on modern UX/UI design to drive engagement and improve conversion paths.
Overhauled CRM system to ensure accurate lead tracking, reporting, and follow-up processes, increasing pipeline visibility.
Updated and modernized sales materials, including pitch decks, one-pagers, and service line visuals, to better support frontline conversations.
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
Developed new email sequences with compelling, segmented messaging to increase open rates and click-throughs.
Within the first 90 days, Wheelock Marketing Group (WMG) helped this SaaS company dramatically accelerate user acquisition and marketing efficiency.