Omni Channel Marketing Platform for AdTech Company

The Challenge

The organization was competing against a fast-growing market leader that outspent it 4:1 for customer acquisition.

It did not yet have a growth marketing department, and the team was still learning how growth marketing works across channels and functions. Collaboration had to extend beyond marketing into operations, sales, and customer experience.

A siloed organization created resistance to change, even though leadership wanted to move quickly and make the right shift for the business.

• A cross-channel growth model had not been established yet.
• Internal teams were not aligned around a shared operating cadence.
• The company needed a practical way to reduce friction between departments.

The Strategy

Lean Summits positioned growth as an operating system rather than a single marketing channel.

The strategy was to create an omnichannel marketing platform that could connect planning, execution, and collaboration across the parts of the business that influence demand.

• Build one growth framework for marketing, sales, operations, and service.
• Bring channel planning into a shared structure.
• Create clarity around how the organization should act on growth opportunities.

The Execution

The work centered on helping the company operate as one team instead of a collection of disconnected functions.

That meant aligning the channel mix, improving cross-team collaboration, and making the growth process easier for leadership to support.

The result was a more coordinated approach to acquisition and retention that could be managed across the business.

• Unified the way growth work was planned and coordinated.
• Built a structure for working across internal teams.
• Created a foundation that could support sustained acquisition efforts.

The Results

The engagement gave the company a clearer path to scale growth across channels and departments.

Instead of relying on disconnected tactics, the team had a platform for coordinating marketing execution with the rest of the organization.

That shift gave leadership a stronger base for competing in a market where acquisition efficiency mattered.

• Clearer cross-functional growth execution.
• A stronger operating model for acquisition.
• A more collaborative path for future marketing investment.