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InsurTech B2B · USA

Embroker

A B2B insurance startup had fragmented marketing reporting across multiple platforms with no unified view of funnel performance, making it impossible to accurately measure pipeline contribution from marketing.

Embroker website

Approach

  • Ran structured CRO programmes to identify and fix funnel drop-off points across the acquisition journey

  • Set up SEO measurement and experimentation on GrowthBook so SEO changes could be tested and evaluated rather than guessed at

  • Unified fragmented reporting systems into a single source of truth across marketing and product

  • Implemented PostHog for product analytics alongside the marketing analytics stack

  • Supported the Salesforce implementation, connecting marketing and sales data into one picture

  • Built self-serve dashboards enabling the growth team to operate without analyst dependency


Outcomes

  • Unified reporting across all marketing and product channels

  • SEO experimentation programme running on GrowthBook

  • Clear funnel visibility enabling data-driven campaign decisions


Stack & Tools

PostHog GrowthBook Salesforce CRO GA4 GTM Looker Studio

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