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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.


Approach

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

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

  • Implemented PostHog for product analytics alongside the marketing analytics stack

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


Outcomes

  • Unified reporting across all marketing and product channels

  • Clear funnel visibility enabling data-driven campaign decisions

  • Reduced reporting overhead allowing the growth team to focus on execution


Stack & Tools

PostHog CRO GA4 GTM Looker Studio

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