Brand

Demand

Expand

Strategies for Profitable, Efficient Growth

We help mid-market and enterprise SaaS companies transform their 
go-to-market strategies to align with modern buyer behavior—boosting brand awareness, capturing demand, and expanding key accounts.


See our approach

THE WAY WE BUY HAS CHANGED

1990’s to 2010

Analog Buying Era

Buying and selling happened through traditional outbound sales tactics, attending conferences and trade shows and an emphasis on brand marketing to drive awareness.

2010 to 2020

Website Era

This era marks the introduction of Inbound Marketing and classic digital marketing strategies. Buyers began to use Google search and websites to start their own buying processes.

2020 to 2024

Dark Social Era

The rise of social media and the global pandemic accelerated a massive shift in B2B buying and selling. B2B buyers now rely on social media, digital communities and recommendations from trusted peers to make buying decisions.

Present

AI Era

Have yet to witness exactly how B2B buying will change in this era. We expect buyers will leverage LLMs to search for solutions but 
word of mouth and peer recommendations will continue to drive buying decisions.

Our Philosophy

We align with the evolving landscape of B2B buying and selling, focusing on strategies designed to drive sustainable growth:

Brand

Create awareness across your total addressable market so your brand is top of mind when buyers are ready 
to engage.

Measured by:

branded search volume, direct and 
organic website traffic, social engagement, 
and qualitative signals like self 
reported attribution

Demand

Capture intent by driving targeted campaigns to reach and engage target account lists. Align closely with sales to convert this demand into pipeline.

Measured by:

percentage of target accounts reached 
and engaged, inbound conversions, 
pipeline growth, revenue tied to 
named accounts

Expand

Retain and grow revenue from existing customers with digital customer marketing programs designed to drive upsell and expansion.

Measured by:

revenue retention, customer revenue expansion, adoption metrics

How We Work

The Process for Change

Mid-market and enterprise companies thrived for 10–20 years with traditional go-to-market strategies, but the B2B landscape has changed. Many haven’t adapted to evolving buyer behaviors. With experience across 300 B2B SaaS companies, we transform strategies for efficient, profitable growth using a proven process in just 3–4 quarters.

01

Step One

Step 1

Assess The Situation

Find What Works

Focus on proven drivers of growth

Cut the Waste

Stop funding underperforming areas

Set Your Path

Prioritize key actions for impact

Make the Case

Align budget with expected outcomes

02

Step Two

Step 2

Implement change

Fix Data Issues

Ensure accurate tracking & reporting

Capture More Demand

Boost lead conversion on site & sales

Drive New Demand

Use both paid and organic strategies

Refine Your Message

Align creative and brand messaging to resonate with your audience

03

Step Three

Step 3

Grow Efficiently

Double Down on Success

Expand what's already working

Get More from Customers

Increase revenue from existing clients

Reach New Markets

Target untapped customer segments

Expand Reach

Use new channels to find more buyers

What We Offer

Change Management

We lead the shift from traditional lead gen to demand gen. Our approach ensures your marketing aligns with today’s buyer behavior—creating demand, not just capturing it.

Smarter Paid Media

We optimize your ad spend across paid search and social to capture high-intent prospects, increase engagement with 
the right accounts, and drive 
measurable results.

Proven Execution

From ideation to execution, we seamlessly integrate with your team to execute campaigns that generate qualified opportunities and drive real
revenue growth.

Our Impact

Growth by the Numbers

Increase in customer lifetime value

Reduction in time-to-close

Increase in inbound lead quality

See how our demand strategy has driven success for other B2B brands.
Here are just a few examples:

Increased Marketing Qualified Pipeline

Through targeted campaigns and a buyer-first strategy, we helped Firstup [$100MM company] achieve significant growth in 12 months.

Reduced Customer Acquisition Costs

With a data-focused approach, we lowered acquisition costs for Billd while maintaining high lead quality and conversion rates.

Why Refine Labs

Data Transparency

We believe in showing our work. Every recommendation we make is backed by data and results that are easy 
to understand.

Strategic Partnership

At Refine Labs, we see ourselves as an extension of your team and are fully invested in your growth.

Proven Experience

With hundreds of B2B successes, we bring insights that come from years of real-world experience in 
demand generation.

Testimonials

"Picking the right partner at the time was really important to our early success. Working with Refine Labs was one of the first initiatives I prioritized, focusing on brand and demand creation. Refine Labs was progressive in nature, questioning what was in place in most organizations and driving the transformation required for growth."

Allison Munro
CMO

“Working with Refine Labs, we were able to establish the structure we needed for long-term success. We saw our inbound demo requests double without any dip in quality. Most importantly, these leads were highly qualified and fit our ICP. As one of our sales engineers, who’s been with dotCMS for nearly two decades, put it: “I’ve never seen such high-quality leads come through our inbound channel.”

Victoria Burt
Director of Marketing

“Refine Labs helped us shift from traditional lead gen to metrics that truly drive business impact… comparing H1 2023 to H1 2024, we saw a 46% increase in hand raisers and a 59% growth in HIRO pipeline.”

Hollie Lemos
Revenue Marketing

"Since the beginning of our time with Refine, we've had an 83 percent increase in HIROs. That’s an 80% increase in HIRO pipeline, which is the best opportunity generation Splash has had to date. It's been really exciting for the whole organization."

Kate Hammitt
CMO

Ready for Your Next Phase of Growth?

Schedule a consultation and find out how we can drive results for your business.