insurance technology growth case

Insurance Technology SASS

Context

A 5-year-old insurance-tech company in Brazil, recovering from bad marketing partnerships, sought reliable leadership to restart its growth engine. They needed someone they could trust to both set strategy and execute with accountability.

Challenges

  • Previous marketing efforts lacked clear attribution or ROI.
  • No structured funnel or CRM automation.
  • Low digital visibility despite strong product-market fit.
  • Team skeptical due to past failed agencies and freelancers.

Actions

  • Built a performance-focused growth plan across Paid Media, CRM, and SEO.
  • Set up +7 Hubspot flows (onboarding, lead nurturing, deal tracking and more).
  • Delivered weekly reports and marketing dashboards to rebuild internal trust.
  • Shared insights that shaped a new product.

Results

  • +45% MRR increase over 20 months. (From a +240k base)
  • About +20% monthly net new customers incrementality from the marketing efforts.
  • Company was acquired by a bigger player due to its growth.
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