B2B Services

Becoming the Digital Team for a B2B Tax Software Company

Confidential
B2B Software
Ongoing
Web Design Marketing Automation LinkedIn Ads Google Ads Email Marketing CRM Setup Cold Email Systems Website Management

Key Results

Fortune 100
Client Type
5+
Channels
Ongoing
Relationship
Full Digital Team
Services
The Challenge

The Challenge

This B2B software company sells tax compliance solutions to Fortune 100 enterprises — a complex, long-cycle sale that relies on targeted outreach and trust-building rather than e-commerce transactions.

They needed a complete digital overhaul: a website rebuild optimised for lead generation, marketing automation, and a multi-channel strategy to reach enterprise decision-makers. They lacked the in-house digital team to execute any of it.

To make matters harder, a problematic migration of their marketing automation system caused major disruption mid-engagement.

The Solution

Our Solution

As their Astrocart+ partner, we became a full extension of their team — handling everything digital.

We built them a WordPress website optimised for enterprise lead generation, set up and managed their CRM and marketing automation, built a cold email outreach system for prospecting, and ran their LinkedIn advertising and Google Ads campaigns.

When their marketing automation platform hit serious issues during an upgrade, we guided them through the transition calmly and kept everything running — finding workarounds and solutions where the software vendor couldn't.

The Results

The Results

We now operate as their complete digital department:

• WordPress website designed and managed for enterprise lead generation
• CRM and marketing automation set up and maintained
• LinkedIn advertising targeting Fortune 100 decision-makers
• Google Ads driving qualified inbound leads
• Cold email system built and optimised for B2B outreach
• Marketing automation crisis navigated and resolved
• Ongoing retainer covering all digital and IT support

"Tony has always been an absolute rock, calmly guiding us on our journey and finding a way to move forward. I'm not sure what we would have done without his support."
Michelle Gibbs — Client , Confidential

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