top of page

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.

report

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.

 

Stop Operating From Fragmented Data. Start Leading With Unified Intelligence.

Join enterprise teams who turned million-dollar marketing budgets into board-ready strategic assets.

✓ PhD-Led Analysis  
✓ Board Presentation Experience  
✓ Multi-Department Alignment Expertise  

bottom of page