B2B SaaS Fintech Outperforms On A Limited Budget With High-Intent Demand Generation

THE CHALLENGE

At the start of Q2 2024, a B2B SaaS fintech faced a common challenge – significant budget reductions due to the need to prioritize investment in product development. The marketing budget was drastically reduced, requiring a new approach to maximize impact with fewer resources.


Key challenges included:

- Reduced overall marketing budget, necessitating a highly efficient investment strategy.

- The need to generate high-quality leads quickly to demonstrate ROI.

- Limited timeframe to prove the effectiveness of the new approach.

Already engaged with Level Agency, the client tasked Level Agency with maximizing their reduced budget to drive more efficient growth.

THE STRATEGY

Level Agency rolled up its sleeves and refocused available budgets and efforts on the areas of highest possible impact for demand gen. Specifically, the Level Agency team:

THE RESULTS

Despite reduced budgets, the client was able to show some serious impact and drive efficiencies through their marketing funnel:

  • Achieved an outstanding 8.3:1 ROI on digital marketing spend.

  • Delivered higher quality leads with improved deal velocity.

  • Secured an incremental budget of $230k to sustain higher monthly spend levels for the remainder of the year.

With Level Agency’s help, the client was able to thrive within their constraints and exceed their bookings targets. New efficiencies unlocked additional approved budgets, allowing the client to start to scale their demand gen once again from an even better foundation.

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WebMechanix is now Level Agency.

This transformative merger brings together the rich histories and vast expertise of both agencies under one industry-leading brand. Level Agency’s clients now benefit from expanded resources, deeper insights, and a broader range of services, setting new standards for innovation in the digital marketing landscape.

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Level Agency is now the leading expert in higher education marketing after acquiring Becker Media, combining decades of experience with advanced digital solutions. Clients can expect game-changing strategies that supercharge enrollment and drive unparalleled results.