Result: Tripled inbound MQLs. Improved conversion at every funnel stage.
Before: Growth was slow. Standard instinct said: spend more on acquisition. The data said otherwise.
What I did: Ran a reverse funnel calculation that showed the real constraint was conversion rate, not top-of-funnel volume. Extra ad spend would have amplified a leaky funnel. Rebuilt the value proposition and product positioning. Overhauled the website on HubSpot CMS with redesigned information architecture, full SEO build, and conversion-focused UX. Rebuilt CRM automation: nurturing sequences, lifecycle stages, automated qualification logic.
After: x3 inbound MQLs. Conversion improved at every stage. Structural growth, not campaign-driven.
The rebranding was later validated by Marion Lemoine, Team Lead CSM at HubSpot: "The rebranding was seamless, customer-focused, and impactful. I'm sure this will bring a lot of new leads to the company."
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Built a centralized investment analytics and business intelligence platform to automate KPI tracking, operational reporting and executive dashboards.
The solution integrated multiple data sources into a single decision support system, eliminating manual reporting while providing daily insights into investments, clients, providers and overall business performance.
The platform included automated data pipelines, KPI monitoring and executive dashboards designed to support faster and more informed business decisions.
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