Case Study: Data-Driven Transformation at Local Marketing Agency

Client Background

We worked with a Miami-based full-service digital marketing firm specializing in multi-channel campaigns for mid-market and enterprise clients. The agency manages campaigns across website analytics, Meta (Facebook and Instagram) Ads, Google Ads and Analytics, and various CRM platforms (e.g., Salesforce, HubSpot).

Fragmented Data Sources:

Campaign performance data lived in siloed systems—website analytics in Google Analytics, ecommerce data in shopify, ad metrics in Meta and Google Ads, and lead/customer records in CRMs—making it difficult to gain a holistic view of campaign ROI

Manual Reporting Processes:

Analysts spent 7-10 hours per week manually querying dashboards and exporting CSVs, then consolidating data in spreadsheets.

Inconsistent Metrics:

Definitions for key metrics (e.g., "Leads Generated," "Cost per Acquisition") varied across platforms, leading to conflicting insights.

Slow Time to Insight:

Delays in data collection and consolidation meant that strategic adjustments to campaigns were often reactive rather than proactive.