Blockchain & HELOC Lending
Series A Fintech
Challenge
Needed to establish market positioning and build a B2B demand generation engine from scratch in a highly competitive and regulated space.
Results
- Built full demand generation infrastructure in 90 days
- Marketing-sourced pipeline within first quarter
- Established thought leadership positioning in blockchain lending
“Bill brings a level of strategic depth to fintech marketing that I haven't found anywhere else. He understood our buyer from day one.”
CEO — Blockchain & HELOC Lending
Fractional CMOContent & SEOGTM Strategy
Financial Planning & Wealth Management
Growth-Stage SaaS
Challenge
Had a strong product but no systematic approach to demand generation. Marketing was ad-hoc and founder-led.
Results
- Went from zero inbound pipeline to marketing-sourced deals in 6 months
- Built and hired a marketing team with clear roles and KPIs
- Reduced CAC by focusing on high-intent organic channels
“The fractional CMO model was exactly what we needed — senior leadership without the full-time overhead. Bill built our entire demand gen engine.”
Founder & CEO — Financial Planning & Wealth Management
Fractional CMOContent & SEO
AI Lead Scoring for Mortgage
AI-Powered Platform
Challenge
Needed to market a technical AI product to non-technical mortgage industry buyers who are skeptical of new technology.
Results
- Developed messaging that translated AI capabilities into business outcomes
- Built content strategy targeting mortgage operations leaders
- Created predictable pipeline from industry-specific demand generation
“We went from zero inbound pipeline to marketing-sourced deals within 6 months. Bill's mortgage industry knowledge was the difference.”
VP Marketing — AI Lead Scoring for Mortgage
GTM StrategyContent & SEO
