Case study · Financial services
Escalon Services.
60% less time on manual reporting.
Marketing operations rebuild for a growing financial and tax services firm clean CRM workflows, real attribution, and automated dashboards leadership actually uses.
Segment: Financial & tax services · Multi-service line
Engagement: Marketing operations & reporting buildout
What was broken.
Escalon Services was scaling across multiple service lines, and the marketing operation hadn't kept pace. CRM workflows had grown organically, reporting was assembled manually each cycle, and campaign organization varied by team running it. Leadership had limited visibility into which initiatives were actually moving pipeline, and the lack of clean attribution made it hard to defend or expand budget. The whole function needed structure before it could scale further.
What we built.
We started by auditing the CRM workflows and rebuilding them around the actual lead flow rather than the organic patchwork that had accumulated. Lead tracking and attribution got rewired so every campaign source was captured cleanly and reportable end-to-end. Automated reporting dashboards replaced the manual weekly assembly, surfacing campaign performance and lead behavior in a format leadership could read at a glance. We supported campaign execution and built standard operating procedures for lead management so that every service line worked from the same playbook. Marketing automation was modernized to remove the bottlenecks that had been adding friction to scaling.
What it changed.
Beyond the numbers, leadership got real visibility into campaign and lead performance across every service line. The friction between sales and marketing eased once both teams were working off the same data and the same definitions. The marketing function gained the operational scalability to support continued growth rather than fight against it, and the reporting structures now hold up to scrutiny something that matters as the firm continues to scale.
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