Your Million-Dollar Marketing Budget Deserves Clarity, Not Complexity
We unify fragmented data across marketing, finance, and sales departments. Doctoral-level mathematical analysis meets board-ready strategic insights. Built for mid-market and enterprise teams managing $500K–$5M+ annual marketing budgets.

Built for Enterprise Marketing & Financial Planning Departments
You're a fit if:
✓ Annual marketing budget: $500K–$5M+
✓ Multiple departments: Marketing, Finance, Analytics, possibly separate digital/brand/performance teams
✓ Complex martech stack: Salesforce, HubSpot, Adobe Analytics, Google Analytics 360, data warehouses, BI tools
✓ Board-level reporting requirements
✓ C-suite stakeholders demanding ROI clarity
✓ Attribution models that need one shared source of truth
✓ Marketing + Finance align on what’s working (with numbers everyone trusts)
The Enterprise Attribution Opportunity
The Symptoms
- Marketing claims campaigns are successful. Finance says ROI is unclear.
- Data lives in Salesforce, Adobe Analytics, Google Ads, LinkedIn, programmatic platforms—no single source of truth
- Attribution models are inconsistent across departments
- Leadership can't determine which campaigns actually drive revenue
- Answer the board’s “Is marketing working?” with confidence — backed by finance-grade logic
- Budget allocation is political, not data-driven
Why This Happens
Enterprise marketing ecosystems are complex by nature. You have:
- Multiple platforms that don't talk to each other
- Siloed teams (brand, performance, demand gen, product marketing)
- Different measurement methodologies
- Custom data warehouses with inconsistent tagging
- Legacy systems mixed with modern martech
You don't lack data. You lack unified interpretation.
One Complete Picture Across Your Entire Ecosystem
What We Deliver
✓ Multi-Platform Data Integration
We connect and analyze:
- Marketing automation (Salesforce, HubSpot, Marketo, Pardot)
- Analytics (Adobe Analytics, Google Analytics 360)
- Advertising (Google Ads, LinkedIn, Facebook, programmatic platforms)
- CRM and sales data
- Custom data warehouses (Snowflake, BigQuery, Redshift)
- BI tools (Tableau, Looker, Power BI)
✓ Unified Attribution Model
We build a multi-touch attribution framework that Marketing AND Finance agree on—aligned with your revenue recognition methodology.
✓ Executive Dashboards
Board-ready views showing:
- Marketing contribution to pipeline and revenue
- Customer acquisition cost optimization
- Lifetime value trends
- Channel performance and budget efficiency
- Predictive forecast models
✓ Strategic Roadmap (6-12 Months)
Not just "what's broken"—a comprehensive plan for:
- Budget reallocation across channels
- Attribution methodology refinement
- Martech stack optimization
- Organizational alignment recommendations
✓ Multi-Stakeholder Presentations
We present to:
- C-suite (CEO, CFO, CMO)
- VP-level marketing and finance leadership
- Functional teams (demand gen, analytics, ops)
- Board of Directors (if required)
What You Receive
1. Executive Summary (Board-Ready)
Format: 10-slide presentation
Audience: C-suite and Board
Content:
- Current state assessment
- Key findings (budget waste, attribution gaps, strategic opportunities)
- Financial impact (recoverable budget, revenue opportunities)
- Recommended strategic priorities
2. Technical Audit Report
Format: 50-100 Pages comprehensive document
Audience: VP-Level and analytics teams
Content:
- Full methodology and data sources
- Statistical analysis and confidence levels
- Attribution modeling framework
- Channel-by-channel performance breakdown
- Martech stack assessment
- Data governance recommendations
3. Interactive Dashboards
Platform: Tableau, Looker, Power BI (your choice)
Content:
- Live, auto-updating dashboards
- Multi-department views (Marketing, Finance, Sales)
- Drill-down capability by campaign, channel, product, segment
- Custom KPIs based on your business model
4. 6-12 Month Strategic Roadmap
Format: Phased implementation
Content:
- Phase 1 (Months 1-3): Quick wins and foundational fixes
- Phase 2 (Months 4-6): Attribution refinement and optimization
- Phase 3 (Months 7-12): Advanced modeling and predictive analytics
- Clear KPIs and success metrics per phase
5. Implementation Support Package
Options:
- Standard: Monthly check-ins for first 6 months
- Premium: Embedded support (weekly calls, Slack access, ongoing optimization)
- Custom: Tailored to your needs
Realistic Timeline for Enterprise Complexity
We don't promise 10 days. Here's the actual process:
Weeks 1-2: Onboarding & Compliance
- Vendor onboarding and contract execution
- Legal review, NDA/BAA signing
- Data security assessment and SOC 2 verification
- IT provisions access to systems
- Data governance alignment
Weeks 3-6: Comprehensive Audit
- Data extraction from all platforms
- Integration and normalization
- Multi-department stakeholder interviews
- Historical performance analysis (12-24 months)
- Attribution modeling development
Weeks 7-8: Analysis & Modeling
- Statistical analysis and insights development
- Predictive modeling and forecasting
- Strategic recommendations formulation
- Dashboard prototyping
Weeks 9-10: Stakeholder Review
- Preliminary findings review with VP-level teams
- Feedback incorporation and refinement
- Dashboard iteration based on stakeholder input
Weeks 11-12: Final Delivery
- Executive presentation to C-suite
- Technical report delivery to functional teams
- Dashboard training sessions
- Roadmap presentation and planning
Weeks 11-12: Final Delivery
- Executive presentation to C-suite
- Technical report delivery to functional teams
- Dashboard training sessions
- Roadmap presentation and planning
Total Timeline: 8-12 Weeks
Enterprise data ecosystems are complex. Rushing creates inaccurate insights. We do it right.
Transparent Pricing for Enterprise Engagements
Pricing Depends On:
- Annual marketing budget size
- Number of platforms and data sources
- Stakeholder complexity
- Custom dashboard requirements
- Implementation support level
What's Included in Base Engagement:
✓ Full data integration and audit
✓ Unified attribution model development
✓ Executive summary + technical report
✓ Interactive dashboards (up to 3)
✓ Multi-stakeholder presentations
✓ 6-month strategic roadmap
✓ 3 months post-delivery support
How We Compare to Enterprise Alternatives
Infiniti Metrix
Big 4
(Deloitte, PWC,etc)
Specialized Analytics Agency
Internal Hiring
Timeline
Engagement Model
Financial Expertise
CFO Alignment
Ongoing Dependency
Board Presentation
8-12 Weeks
Founder-led, senior team
PhD + Actuarial background
Built-in (financial + marketing)
Optional, not required
Included
6-12 Months
Junior consultants, partner oversight
Generalist
Possible but not guaranteed
High
Extra cost
12-16 Weeks
Varies
Marketing Focused
Limited
Medium
Usually extra
6+ Months
Permanent headcount
Depend on hire
Depend on hire
Permanent employee
Internal only
Why Enterprise Teams Choose Us
✓ 1/3 the cost of Big 4, 2x the speed
✓ Founders-led engagement, not junior consultants
✓ We speak CFO language AND CMO language
✓ Practical recommendations, not theoretical frameworks
✓ No ongoing retainer required—you're independent after delivery
Enterprise-Grade Security & Data Governance
Your Data is Protected
✓ Read‑only access wherever possible
✓ Encryption in transit and at rest (platform-dependent)
✓ Role‑based access controls
✓ Client-by-client access isolation
✓ Documented data retention and deletion policy (available on request)
✓ Security questionnaire support for vendor onboarding
$2.4M Marketing Budget.
$420K Recovered.
Mid-Market SaaS Company | 300 Employees
Annual Marketing Budget: $2.4M
Industry: B2B SaaS
Team: 15-person marketing department + 3-person analytics team
The Problem:
- Corporate allocated equal budget to each location ($4K/month)
- Location 3 and Location 9 were underperforming but getting same budget as top performers
- No visibility into WHY certain locations performed better
- Location managers executed differently—no unified strategy
What We Found:
- $420K in misallocated budget across underperforming channels
- Brand awareness campaigns consumed 40% of budget but contributed <5% to pipeline
- Multi-touch attribution showed LinkedIn driving 3x more pipeline than credited in last-touch model
- Google Ads spending heavily on non-converting keywords (legacy campaigns never optimized)
- Salesforce and Google Analytics had conflicting conversion tracking (18% data discrepancy)
Our Approach:
1. Integrated Salesforce, HubSpot, Google Analytics 360, LinkedIn, Google Ads into unified data warehouse
2. Built custom multi-touch attribution model aligned with Finance's revenue recognition methodology
3. Created executive dashboard showing marketing's contribution to pipeline and closed revenue
4. Identified $420K in budget reallocation opportunities
5. Developed 6-month roadmap prioritizing high-ROI channels
Results After 6 Months:
- $420K reallocated from underperforming brand campaigns to high-intent performance channels
- 23% increase in marketing-attributed pipeline
- CFO and CMO finally aligned on marketing ROI methodology
- Board confidence restored with clear, defensible metrics
- Internal analytics team trained on new attribution framework—now self-sufficient
Executive Quote (CMO):
"For the first time in 3 years, Finance and Marketing are reading from the same playbook. The Board finally sees marketing as revenue-driving, not cost center. Worth every dollar."
Executive Quote (CFO):
"This was the clarity we needed. Mathematical rigor we can defend. Strategic recommendations we can execute. Exactly what enterprise should look like."
Enterprise Clients We've Served
Industries
- Mid-market SaaS companies ($50M–$500M revenue)
- Regional financial services firms
- Healthcare systems
- Professional services organizations
- Multi-location franchise networks (20+ locations)
Client Testimonials
CFO, Healthcare Technology Company
"Finally, marketing ROI reporting that Finance can stand behind. This elevated marketing from cost center to strategic investment."
CMO, B2B SaaS ($200M ARR)
"Infiniti Metrix brought the rigor we needed. Doctoral-level analysis delivered with clarity. Our board finally understands marketing's contribution."
VP Marketing, Financial Services
"We spent 2 years trying to unify data internally. Infiniti Metrix did it in 10 weeks and showed us insights we'd never seen."
FRANCHISE FAQ
Questions From Enterprise Decision-Makers
Q: Can you integrate with our custom data warehouse?
A: Yes. We work with Snowflake, BigQuery, Redshift, and custom-built data environments. If you have an API or data export capability, we can integrate.
Q: Our martech stack is extremely complex. Can you handle it?
A: We've integrated 50+ enterprise platforms including Salesforce Marketing Cloud, Adobe Experience Cloud, Marketo, Pardot, proprietary systems, and custom builds. Complexity is what we do.
Q: What if our Finance and Marketing teams have conflicting definitions of success?
A: That's exactly what we solve. We facilitate alignment sessions and build attribution models both teams agree on—backed by mathematical rigor they can't dispute.
Q: Do you present to our Board of Directors?
A: Yes, if required. We've presented to boards at multiple companies. We deliver board-ready materials and can present live (in-person or virtual).
Q: What happens if we need changes after delivery?
A: First 3 months of support are included. We refine dashboards, answer questions, and adjust models based on your feedback. Extended support available if needed.
Q: How do you handle competitive sensitivity and NDAs?
A: All engagements begin with NDA execution. Your data never leaves secure environments. We never disclose client names without permission. Competitive intelligence stays confidential.
Q: What if we want ongoing support after 6 months?
A: We offer quarterly business review packages and embedded support options (custom pricing). Entirely optional—you're never locked in.
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