Private Equity Client*
Bringing Clarity Across a Growing Portfolio
*Name kept anonymous at the request of the client
Scope of Work
Marketing Systems
Lead-to-Close Optimization
Website Design
Web Support
Digital Marketing
A private equity group with multiple operating companies needed greater consistency and visibility across a portfolio with different websites, marketing programs and internal processes.
Divining Point supports the individual companies based on their needs. Our work includes website design and development, ongoing website support, SEO, content development, paid search and strategic consulting. We also work with portfolio leadership to troubleshoot marketing challenges and guide broader strategy.
To create better visibility across the portfolio, we developed lead-to-close tracking systems that bring call and form leads into a centralized reporting environment. Each opportunity can be traced back to its marketing source and followed through the sales process, including proposal activity and potential revenue.
The result gives leadership a clearer view of how marketing is performing beyond clicks, calls and form submissions. At the company level, teams can see which efforts are producing opportunities. At the portfolio level, leadership has a more consistent framework for evaluating marketing performance and identifying where attention is needed.