Proof in the Numbers
We measure success the same way you do: revenue, efficiency, and growth rate. Here is a look at what we have delivered.
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Relay SaaS: 210% Pipeline Growth in One Quarter
FinLedger: 42% CAC Reduction at 3x Scale
NovaMed Health: Automated Outbound Overtakes Manual in 90 Days
ShipRight Logistics: $14M Pipeline from Zero Organic Presence
CloudKitchen: 180% Increase in Marketing Qualified Leads
Plaid Partners: Real-Time Attribution Across 11 Channels
Relay SaaS: 210% Pipeline Growth
Relay, a Series B SaaS platform for distributed teams, came to Vertex with fragmented analytics and stagnant pipeline growth. Their marketing team was running campaigns across 6 channels with no unified attribution. Within 6 weeks, we rebuilt their analytics stack from the ground up: multi-touch attribution, real-time dashboards, and predictive lead scoring. Armed with visibility, we reallocated 40% of their paid budget from underperforming channels to high-intent search and LinkedIn. Pipeline grew 210% that quarter while cost per opportunity dropped 35%.
FinLedger: 42% Lower CAC at 3x Spend
FinLedger, a fintech compliance platform, needed to scale paid acquisition without blowing up unit economics. Their existing agency was optimizing for clicks, not revenue. We took over paid search and social, rebuilt their conversion tracking to tie every click to pipeline value, and launched a systematic testing program across audiences, creatives, and landing pages. Over 5 months, we tripled monthly ad spend while reducing customer acquisition cost by 42%. The key was shifting from volume metrics to revenue-weighted optimization at every stage of the funnel.
Your Results Could Be Next
Every engagement starts with a conversation. Tell us where you want to go, and we will show you how to get there.