The problem
Turning Fragmented Marketing Data Into a Unified Revenue Engine
What was slowing revenue, draining cost, or blocking the next stage of growth.
- Member data spread across multiple platforms
- Limited visibility into campaign attribution and engagement
- Difficulty measuring the impact of marketing initiatives
- Inconsistent event and RSVP tracking across systems
- Wasted advertising spend due to poor audience segmentation
What we built
Implementation Highlights
The work sequence that turned the constraint into an operating advantage.
- 01
First, the marketing stack was migrated from HubSpot to Segment, establishing a centralized platform capable of capturing and distributing member engagement data across marketing tools and reporting systems.
- 02
Next, standardized event tracking and identity resolution were implemented to ensure member actions—such as event registrations, campaign engagement, and digital interactions—could be linked to a unified member profile.
- 03
Finally, integrated reporting dashboards were created to give marketing teams clear visibility into campaign performance. These dashboards provided operational insight into RSVP attendance, campaign engagement, and conversion activity tied directly to membership outcomes.
The results
Results & Impact
Numbers the business can take to finance, sales, and the board.
- $1.8M in annual savingsfrom reduced wasted advertising spend and tighter campaign targeting
- 15% campaign ROI liftthrough improved targeting
- from 7 systems to 1 CDPfor a unified 360° member view
- Unified 360° member viewconnecting marketing engagement across systems
- Improved conversion measurement, linking campaigns to membership growth
- Operational marketing dashboards for campaign performance and event reporting
- Reduced wasted advertising spend through better audience segmentation
