Case Studies
Explore our work and the results we've delivered for ambitious brands.
The work that gets us most excited is the work that ties to numbers a CEO actually cares about. Pipeline. ARR. Net retention. Category position. Cost per qualified opportunity. The kind of metric you can put on a board slide and defend.
Below is a selection of case studies from across the Forge Together client portfolio. The mix is deliberate. We work across:
- B2B SaaS scale-ups going from product-market fit to repeatable revenue
- Healthtech and medtech companies turning regulated category complexity into clear customer messaging
- VC and PE-backed portfolio companies who need senior marketing leadership without committing to a full-time hire
- Growth-stage businesses where marketing has either outgrown the existing strategy or fallen behind the product
Some engagements are project-based: a positioning sprint, a go-to-market launch, a paid media rebuild. Others are retained: fractional CMO support, integrated marketing programmes, ongoing strategic partnership.
What they share is a commitment to senior thinking and operational follow-through. Strategy decks that get used, not filed. Campaigns that ship and get measured. Dashboards that show what worked and what didn't, in language a non-marketer can act on.
If a particular case study reads close to your situation, that is usually a good sign. Most of our new client conversations start with "we saw the work you did with X and that sounds familiar." Use the contact form, mention the case study, and we will send back a more detailed teardown of how the engagement worked, what we would do similarly, and what we would do differently if we ran it again.
The portfolio
Our approach to client work
Diagnose before we prescribe
Every engagement opens with a 4-6 week discovery period. We audit the funnel end to end: positioning, ICP, channels, content, sales handoff, attribution. The deliverable is a written diagnosis with prioritised actions, not a generic strategy deck. Half the value of the work comes from being honest about what is and is not working before any new spend is committed.
Senior thinking, operational follow-through
Strategy without execution is a slide. Execution without strategy is busywork. Our model pairs a senior lead, usually a fractional CMO or director-level operator, with a small embedded team and our internal AI production engine. The same people who set the plan are accountable for shipping it and reporting on it.
Tied to numbers a CEO defends
We measure against pipeline, ARR, net retention, qualified opportunities and category position, not impressions or MQL volume. Every retained engagement comes with a dashboard the leadership team can read in under two minutes and a quarterly review that ties marketing activity back to commercial outcomes.
Industries we serve
B2B SaaS & enterprise software
Most of our portfolio sits here. Scale-ups moving from product-market fit to repeatable revenue, software platforms expanding from one ICP into multi-segment go-to-market, and enterprise vendors needing to translate technical depth into buyer-friendly narrative. Common asks: positioning, ABM, content engine rebuild, RevOps alignment.
Healthtech, medtech & regulated industries
Companies operating where compliance and clinical evidence matter as much as conversion rate. We help translate regulated category complexity into clear customer messaging without crossing the line, and build content programmes that work for both clinicians and commercial buyers.
VC and PE-backed portfolio companies
Senior marketing leadership for portfolio companies where a full-time CMO is not yet justified, or where the existing team needs strategic top-cover. We work directly with founders and investors on growth plans tied to thesis, valuation and the next funding round.
Growth-stage businesses outgrowing their strategy
Businesses where marketing has either outgrown the original go-to-market motion or fallen behind the product roadmap. Typical engagements include re-platforming the demand engine, rebuilding the brand-to-pipeline link, and bringing channel mix back in line with where the buyer actually is.
Let's talk
See work that looks like your situation? Get in touch, mention the case study, and we'll send back a detailed teardown of how the engagement worked and what we'd do if we ran it again.
Start a conversation