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JI
CASE STUDY · DEMAND GENERATION

Designing a Multi-Channel Demand Generation System

A connected demand engine across content, paid, and dark social that grew sourced pipeline 2.4x.

#demand gen#multi-channel#b2b#brand
EXECUTIVE SUMMARY

By coordinating brand, content, paid, and sales enablement on a single quarterly plan, a SaaS scale-up turned demand gen from a channel list into a system.

A scale-up B2B SaaS operating in the Analytics SaaS space.

OBJECTIVES
  • Turn demand gen into a coordinated system, not a channel list.
  • Build a durable dark-social presence.
  • Grow sourced pipeline 2x over 2 quarters.
CHALLENGES & INITIAL SITUATION

The team had inconsistent execution across channels, no shared dashboard, and no repeatable framework for prioritizing investment.

  • Each channel had its own plan, its own OKR, and its own definition of success.
  • Brand had no measurement model, so it lost every budget debate.
  • Sales enablement lagged 2 sprints behind campaign launches.
MARKETING AUDIT
  • No documented ICP or JTBD anchored to marketing programs.
  • KPIs tracked in isolation, not tied to revenue outcomes.
  • Tool sprawl with 4+ overlapping platforms and no single source of truth.
  • Content and paid teams operating on separate roadmaps.
STRATEGY
  • Locked one demand-gen plan across all channels, sequenced by month.
  • Adopted a brand measurement model (search share + branded search + direct).
  • Aligned sales enablement releases to campaign launches.
  • Instrumented dark-social capture (self-reported attribution).
IMPLEMENTATION TIMELINE
  1. 1
    Discovery & Audit
    Weeks 1–2

    Baseline every metric that matters.

    • Current-state audit
    • ICP + JTBD document
    • KPI tree
  2. 2
    Strategy & Planning
    Weeks 3–4

    Define bets, sequence, and ownership.

    • Quarterly roadmap
    • Framework selection
    • Executive review deck
  3. 3
    Implementation
    Weeks 5–12

    Ship the work in weekly cycles.

    • Campaigns live
    • Dashboards deployed
    • SOPs documented
  4. 4
    Measurement & Iteration
    Weeks 13+

    Compound gains with weekly review.

    • Weekly readouts
    • Experiment log
    • Next-quarter plan
EXECUTION
  • Kicked off with a 5-day baseline sprint to map current state and quick wins.
  • Locked scope for the first 90 days to prevent context switching.
  • Ran a weekly 45-minute execution review — decisions only, no status updates.
  • Stood up a live dashboard as the single source of truth for the leadership team.
CAMPAIGN ASSETS
  • Landing page system (hero, ROI proof, comparison, FAQ).
  • Email nurture sequence (7 emails across 21 days).
  • Sales enablement one-pagers and battlecards.
  • Executive dashboard with weekly and monthly views.
METRICS & RESULTS
Sourced pipeline
+143%
Before$1.4M/qtr
After$3.4M/qtr
Branded search
+133%
Before18k/mo
After42k/mo
Dark-social attribution
+18pp
Before0%
After18%
Win rate on MQ pipeline
+50%
Before18%
After27%
BEFORE VS AFTER
SOURCED PIPELINE
$1.4M/qtr
$3.4M/qtr
BRANDED SEARCH
18k/mo
42k/mo
DARK-SOCIAL ATTRIBUTION
0%
18%
WIN RATE ON MQ PIPELINE
18%
27%
KEY LEARNINGS
  • Demand gen is a system, not a channel — sequencing beats spending.
  • Brand needs a measurement model or it will always lose to performance.
  • Sales enablement lag is the silent killer of great campaigns.
COMMON MISTAKES
  • Skipping the audit phase to 'move faster' — teams later rebuild the same work.
  • Confusing activity metrics with outcome metrics in weekly reviews.
  • Running too many experiments in parallel to reach statistical clarity.
RECOMMENDATIONS
  • Anchor every quarter to one primary outcome metric — everything else is a leading indicator.
  • Run a monthly framework review — retire what isn't producing decisions.
  • Give one owner accountability per workstream — shared ownership stalls output.
IMPLEMENTATION CHECKLIST
  • Document ICP and JTBD before writing any brief.
  • Publish a single KPI tree tied to revenue.
  • Ship the dashboard before the first campaign.
  • Run a weekly 45-min decision review with the DRIs.
  • Retrospect every 30 days; adjust bets accordingly.
RESOURCES USED
  • Site's Connected Growth System framework
  • SaaS SEO Roadmap Template
  • CAC & LTV Calculator
  • Marketing Maturity Assessment
FREQUENTLY ASKED QUESTIONS
How long does an engagement like this take?

Most SaaS engagements produce visible outcomes in 90 days and compound over 6–12 months.

Is this replicable at earlier stages?

Yes — the framework scales down. The number of workstreams changes, not the sequence.

What's the single biggest determinant of success?

Executive commitment to one primary outcome metric for the quarter.

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By coordinating brand, content, paid, and sales enablement on a single quarterly plan, a SaaS scale-up turned demand gen from a channel list into a system.

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