Case Studies

B2B SaaS | AI Workflow Automation

The channel wasn't broken. The measurement was.

A B2B AI SaaS company's paid search reported zero conversions for weeks. The funnel was actually working. The tracking wasn't.

Fractional Head of GTM Attribution repair

0 to Live

Conversion Tracking Restored

The Situation

Zero conversions, and demos coming in anyway

A B2B AI SaaS company in workflow automation was running paid search at scale. Google Ads reported zero conversions, week after week, even as the team watched demos land on the calendar. The reflex in that situation is to blame the channel and cut the spend. We didn't. A channel that books demos while reporting nothing is almost never a channel problem. It's a measurement problem.

The Approach

Trust the data only after you can trust the tracking

Before optimizing a single campaign, we made the measurement honest. Then the right moves were obvious.

Diagnose before you cut

Pulled GA4 against Google Ads and found the bookings GA4 was recording that Google Ads never counted. The channel was converting. The conversion signal simply wasn't reaching the ad platform.

Find the root cause

A tag-management migration had paused the client-side conversion tags during an incomplete server-side handoff, leaving Google Ads blind. We rebuilt the dual client-side and server-side tracking so the platforms de-duplicate and count correctly, then verified a real booking firing end to end.

Instrument the full funnel

Added lead-form tracking for both submissions and abandonment, so every step is measured, not just the final booking. Filtered the heavy bot traffic that was burying real human signal in analytics.

Read the real story

With trustworthy measurement, the picture was clear. Paid search was the company's most efficient demo source. The real constraint was friction in the booking funnel, not the ads.

Build the GTM foundation

Alongside the fix, stood up the infrastructure the company didn't have, including ICP and positioning, attribution, CRM, a content system, and an outbound engine, so growth could be measured and scaled rather than guessed at.

The Results

A best channel, hiding in plain sight

Conversion tracking restored from zero reported to verified booking attribution across Google Ads, GA4, and server-side tagging

Paid search revealed as the company's most efficient demo source once conversions were counted

Lead-form instrumentation capturing both submissions and abandonment, so the whole funnel is measured

A GTM foundation built from zero, including ICP, positioning, attribution, CRM, content, and outbound

The lesson generalizes. Before you scale or kill a channel, make sure the number you're reading is real. The company's most efficient demo source had been sitting in plain sight, reported as a failure.

Engagement Included

Full scope of work

Full GTM audit and competitive analysis

ICP definition and positioning

Conversion tracking rebuild (client and server-side)

Lead-form and funnel instrumentation

Bot and spam traffic filtering

Attribution and reporting dashboards

CRM setup and data management

Content system and outbound engine

Weekly optimization and reporting

Engagement Context

Industry

B2B SaaS (AI workflow automation)

Stage

Growth-stage, post-product-market-fit

Marketing Team at Start

None (founder only)

Primary Challenge

Paid search reporting zero conversions despite live demand

Engagement Type

Fractional Head of GTM

Focus

Attribution repair and GTM infrastructure

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