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Performance Marketing

$8.8M YoY revenue growth across a 35-client portfolio

+$8.8M
YoY revenue growth
+63%
Margin expansion
400K+
Leads / month sustained
The Situation

A performance team managed acquisition for a 35-client portfolio spanning healthcare, education, and consumer brands — processing more than 400,000 leads a month at peak.

As the portfolio scaled, margins were compressing. Every client was treated as a snowflake, there was no standardized playbook, and growth was coming at the expense of profitability.

The Approach
01
Standardized the acquisition playbook
Built one repeatable system applied across verticals — replacing bespoke chaos with a consistent, teachable approach to acquisition.
02
Built portfolio-level attribution
Created visibility into which clients and channels drove margin, not just lead volume — so resourcing decisions were made on profit.
03
Re-engineered the model for margin
Shifted the whole portfolio from leads-at-any-cost to profitable, revenue-producing volume. Cheap leads that didn't convert got cut.
04
Operationalized the team
Defined roles, cadences, and dashboards that let the portfolio scale without simply adding headcount for every new client.
The Results
+$8.8M
Year-over-year revenue growth
+63%
Margin expansion across the portfolio
400K+
Monthly leads sustained at higher quality

The portfolio grew revenue and expanded margin at the same time — the combination most teams are told they can't have. The system, not heroics, made the results repeatable across 35 very different clients.

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