Automated financial operations

Project Overview

Solaris Energy Solutions had everything a B2B company needs to win new business — a strong product, a credible track record, a clear value proposition, and a sales team with the skills to close deals once they were in front of the right people. What they did not have was a digital marketing operation capable of reliably putting them in front of those people.

They were spending a meaningful five-figure monthly budget across paid search and paid social channels. The return on that spending was, by any honest assessment, poor. Leads were coming in sporadically rather than consistently, the quality of those leads was unpredictable, and the sales team had developed a deep skepticism about marketing's ability to contribute meaningfully to pipeline — a sentiment that was creating organizational tension and making it increasingly difficult for the marketing team to justify the budget they were working with.

The problem was not the budget and it was not the market. The problem was the strategy — or more precisely, the absence of one. The campaigns that existed had been built incrementally over time without a coherent architecture, refined through intuition rather than data, and connected to business outcomes in ways that were too loose to drive real optimization decisions.

The Challenge

The seven-week timeline created a specific challenge that shaped everything about how our company approached this engagement: we needed to produce results fast enough to rebuild internal confidence in digital marketing while simultaneously doing the foundational strategic work that would make those results sustainable over the long term. Quick wins that did not build toward something durable would not serve Solaris well. Solid long-term foundations that took too long to show results would not rebuild the organizational trust that the team needed.

Balancing those two imperatives required a precise prioritization of what to fix first, a ruthless focus on the changes most likely to move performance metrics quickly, and a clear communication plan to keep Solaris's leadership informed and appropriately expectant throughout the engagement.

Our Approach

Our company dedicated the entire first week to audit and diagnosis — a comprehensive review of every active campaign, every audience segment, every ad creative, every landing page, and the complete conversion tracking setup. We approached this audit with no assumptions and no attachment to preserving anything that was not demonstrably working.