2×
High-intent demo requests.
dotCMS
Six months into the engagement.
For B2B SaaS marketing leaders
Grow qualified pipeline. Earn the trust to lead.
You need more than campaigns that look good in a report. You need the right buyers entering your pipeline, a clearer view of where to invest, and a team that helps you turn decisions into progress.
Put experienced strategy, paid media, and creative behind your growth goals—without carrying the entire plan yourself.
For mid-market and enterprise B2B SaaS teams. Start with a conversation about your current program and whether there is a fit.
01 / Client outcomes
Progress you can point to.
67%
Lower advertising cost of acquisition.
Clari
Reported in its published case study.
59%
Growth in high-intent qualified pipeline.
Firstup
HIRO pipeline, H1 2023 compared with H1 2024.
Selected published client outcomes—not portfolio averages or guaranteed results. HIRO means High Intent Revenue Opportunity. Advertising acquisition cost is not total acquisition cost; pipeline is not realized revenue.
“We saw our inbound demo requests double without any dip in quality.”
Victoria Burt
Director of Marketing · dotCMS
Read the published account
02 / The decision in front of you
Your team is doing the work. You still need a clearer way forward.
When campaigns are running but qualified pipeline is not following, another report does not resolve the decision in front of you.
Should you change the audience? Rework the message? Move the budget? Replace the approach?
Meanwhile, you are still briefing the agency, bringing the strategic questions, and explaining the results to leadership.
You need to make progress on this quarter’s goals while building a program you can keep improving. And you need people beside you who can help determine what to change, do the work, and stay accountable.
You need better marketing—not a more convincing defense of marketing.
03 / Find your starting point
What are you trying to get done?
Start with the problem you need to solve—not a list of services you have to assemble. Choose a starting point to explore the relevant support.
You need to know what to fix before committing
more budget.
Revenue Performance Assessment
A prioritized plan for what to change, stop,
and fund next.
You need a stronger strategy and a team to
execute it.
Full Service
A connected program with clear responsibility for
the work.
You need better ownership of your paid campaigns.
Paid Media Management
More disciplined execution, budget decisions,
and performance review.
You need stronger creative without replacing your
media team.
Creative Only
Buyer-relevant messaging and campaign assets your
team can put to work.
You need more from existing customers and
stalled opportunities.
An Expand-focused scope
Paid media that re-engages the accounts and contacts
your team identifies.
Not sure which describes the real problem? Start with the conversation.
Book your strategy call04 / The support behind your progress
Get the support you need to move forward.
You may need a diagnosis before making another commitment. You may need strategic direction and execution together. Or you may already have the strategy and need help delivering it.
01 / Revenue Performance Assessment
Know what deserves your next investment.
Starting at
$35,000
Six weeks · Defined diagnostic engagement
Before you commit to another long-term engagement, get a clearer picture of where your marketing is helping, where it is underperforming, and what should happen next.
You leave with a funnel analysis, an inbound-friction map, a paid-media audit, a creative and messaging assessment, prioritized recommendations, and a 12-month demand plan.
Your outcome A set of decisions and deliverables you can act on—not just a presentation you need someone else to interpret. Your deliverables are yours to keep.
Discuss your assessment View the published assessment scope02 / Full Service
Put a plan—and the people to run it—behind your growth goals.
Starting at
$26,000/ month
Six-month minimum · Scope agreed with you
You need more than recommendations. You need experienced people connecting the strategy to what actually launches.
Your Director of Demand Generation and Performance Marketing Manager connect planning, paid-media execution, pipeline measurement, and reporting for leadership. The engagement begins with a six-week foundation sprint to diagnose the program and establish priorities.
Your outcome A more coherent marketing program, with responsibility that carries through from decisions into delivery.
Discuss your full-service engagement View published service details03 / Paid Media Management
Get your campaigns the attention they need.
Starting at
$14,000/ month
Six-month minimum · Scope agreed with you
You have growth goals and a direction. You need stronger day-to-day ownership of the campaigns.
Get dedicated campaign management, budget oversight, ongoing optimization, performance reporting, and regular reviews with your team.
Your outcome A paid-media program that is actively managed against your goals, rather than another set of decisions waiting on you.
Discuss your paid-media program View published service details04 / Creative Only
Give the right buyers a reason to pay attention.
Starting at
$5,000/ month
Three-month minimum · Scope agreed with you
Your media team is in place. Your ads need sharper messaging, stronger concepts, and the production capacity to bring them to market.
Get creative strategy, copywriting, and campaign assets across static, video, and motion formats.
Your outcome Creative that gives buyers a clearer reason to consider you—and gives your campaigns more to work with.
Discuss your creative needs View published service detailsStarting prices reflect published offerings reviewed in September 2026. Final scope, production volume, fees, and media-spend treatment should be confirmed before an engagement.
When your thinking becomes something buyers can see
“…it was amazing to see the team bring it to life through messaging and creative ads.”
Kyle Coleman
SVP of Marketing · Clari
Read Clari’s story
On bringing Clari’s Revenue Leak idea into its marketing. This account concerns a broader engagement, not a purchase of today’s Creative Only package.
05 / One connected program
Give each part of your marketing a clear job.
Your buyers need a reason to know you, a reason to consider you, and relevant opportunities to keep doing business with you.
Brand, Demand, and Expand connect those needs. They are areas of the program—not three additional service packages.
Before the sales conversation
Brand.
Help buyers understand why you belong on their shortlist.
Sharpen your audience, positioning, messaging, and presence before an active sales conversation.
When interest becomes intent
Demand.
Turn attention and buying intent into qualified opportunities.
Connect paid media, creative, and measurement around the opportunities your business needs.
Beyond the first opportunity
Expand.
Stay relevant to accounts you already know.
Use paid media and signals your team provides to reach existing customers, re-engage stalled opportunities, and introduce relevant offers.
Discuss your scopeYour starting point depends on the constraint in your program, not an assumption that you need more of everything. Expand is paid-media activation; it does not include running customer success or taking over lifecycle email. View the published scope.
06 / A partner in the work
You should not have to become your agency’s strategist.
Keep strategy connected to delivery.
In a full-service engagement, the people shaping your strategy stay connected to delivery. Your account is not simply passed from the people who understood the problem to another team expected to interpret the brief.
Get a point of view—not just a performance recap.
You need to understand what the evidence supports, what remains uncertain, and what should happen next. Reporting should help you make that decision, not merely describe the previous month.
Work with people who stay involved when something needs to change.
Objective assessment matters when it leads to concrete recommendations and corrective action—not simply another explanation of what went wrong.
“One thing that sets Refine Labs apart is accountability.”
Tim Vu
SVP of Demand Generation · Bonterra
Read Bonterra’s story
07 / What you are building
The goal is not to make you better at defending marketing.
It is to help you lead marketing the business has reason to trust.
Explain the investment
You can explain why a program deserves investment.
Recognize meaningful progress
You can distinguish encouraging activity from meaningful progress.
Make the next decision
You can acknowledge an uncertain result without losing the ability to make a decision.
Build your team’s judgment
Your team can understand more of the thinking behind the work—not just depend on the next recommendation.
A stronger marketing function. Greater confidence in your ability to lead it.
This is the change to work toward, not a promise of a promotion, a budget decision, or a particular business result. For client perspectives on structure and capability, read Cognism’s account and the dotCMS story.
08 / In your peers’ words
What marketing leaders say changed.
Their experiences. Their priorities. Their words.
Cognism
A stronger way of working
“They were crucial in bringing structure to our paid social campaign set-up.”
Zappi
The willingness to change course
“They were fast to say, this isn't working, we need to change things.”
Firstup
A closer connection to business impact
“Refine Labs helped us shift from traditional lead gen to metrics that truly drive business impact…”
Loxo
A foundation for what comes next
“All the tools are here. The engine's built.”
myCOI
What the right partner needed to be
“We really wanted a team that would challenge the status quo and run alongside our team to push boundaries, fail fast, and make an impact.”
dotCMS
Structure beyond the next campaign
“…establish the structure we needed for long-term success.”
Excerpts from published customer accounts. Titles reflect those accounts. Individual experiences and results vary. Historical engagements do not establish results for every current service package.
09 / Your path forward
Start with the decision you need to make.
-
Explain what needs to change.
Bring the problem: inconsistent pipeline, inefficient spending, unclear performance, weak creative, or an opportunity you have not been able to pursue.
Your strategy call explores your situation, the initial priorities, and whether Refine Labs is an appropriate partner.
-
Choose the right depth of support.
You may need a defined assessment before committing further. You may need strategy and execution together. Or you may need focused support for a gap in an otherwise capable team.
The question is not how much you can outsource. It is what you need to make progress.
-
Put the work against a business goal.
Start with a clear purpose. Review the signals that matter. Use what you learn to decide what continues, what changes, and where the next investment belongs.
Your reporting should make those decisions easier—not give you more numbers to explain.
10 / A few practical questions
Before you book.
Is this the right fit for your company?
Refine Labs focuses on mid-market and enterprise B2B SaaS teams with established marketing investment and a reason to change their current approach. The strategy call helps establish fit for your situation.
Can you keep the capabilities you already have?
Your starting point can be a focused gap rather than a complete replacement. The engagement options include paid-media management and creative-only support alongside full service and the assessment.
Do you need an ongoing commitment before getting a diagnosis?
No. The six-week Revenue Performance Assessment is a defined engagement with deliverables you keep. It does not require an ongoing service commitment.
How quickly should you expect results?
The assessment’s six-week timeline is a delivery commitment for diagnostic work—not a promise of revenue growth within six weeks.
For execution, discuss the milestones appropriate to your starting point and buying cycle before agreeing to the work. Published client results are examples, not a forecast for your business.
Will every marketing dollar be directly attributable to revenue?
You should expect clearer measurement—not a claim that every effect can be observed perfectly.
The useful standard is an understandable account of what the evidence shows, what it does not yet show, and what would support continuing or changing the investment.
Does Expand replace your customer-success team?
No. Expand focuses on paid-media activation for existing accounts, customers, and relevant opportunities. It does not take over customer-success operations or lifecycle email.
Your next decision
Move forward with a stronger reason behind you.
You do not need every answer before starting the conversation.
Bring the problem you need to solve. Discuss where you are, what needs to change, and the level of support that makes sense.
Build a stronger program—and give your business more reason to trust where you take it next.
Book your strategy call.
Your starting point
A conversation about what needs to change.
Continue to book your callContinue on Refine Labs’ website to share your details and request a time.
Discuss your current program, possible priorities, and whether there is a fit—before any engagement commitment.
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