Driving Growth for Squared Compass with CRM & Marketing Optimizations

We optimized Squared Compass’ demand generation, CRM, and go-to-market strategy, targeting veteran founders and small businesses.

The Aubulis Growth Team helping Squared Compass increase leads, optimize their CRM, & improve product-market fit through strategic demand generation & advisory services.

About The Project

Squared Compass, a professional services firm specializing in securing government grants for startups and veterans, needed help optimizing their marketing, CRM, and go-to-market strategy. They lacked an efficient digital marketing process, making their customer acquisition costly and ineffective.

We implemented a demand generation system, reaching over 1,500 veteran founders and thousands of small business owners through automated marketing campaigns. Our CRM buildout enabled comprehensive tracking and reporting, while our startup advisory helped test customer personas, resulting in an optimized product-market fit. The new go-to-market strategy improved their product offerings and pricing model, boosting conversions and overall business growth.

About Squared Compass

Squared Compass is a professional services firm that supports veteran owned businesses win government grants. They also have a training program for veterans to learn entrepreneurship.

Industry: Government Services, Consulting, e-Learning

Website: https://squaredcompass.com

Company Size: 1-10 employees

Location: Austin, TX

Status: Operating

Services:

  • Demand Generation

  • Digital Transformation

  • Fractional CMO 

  • Startup Advisory

Squared Compass' Pain Points

  • Squared Compass lacked effective demand generation, relying on costly and inefficient methods to acquire new customers, without generating significant leads through digital channels.
  • They needed a CRM tailored to their sales and marketing processes to enable growth, track performance, and make accurate financial projections.
  • Their go-to-market strategy needed hands-on support to structure sales processes and build the infrastructure for their two different target personas and products.
  • They needed startup advisory services to test various customer personas and understand how to structure their marketing efforts around these potential customers to find the ideal marketing mix.

Our Solutions

1
Demand Generation
We implemented a business development system targeting veteran founders and small business owners.
3
Digital Transformation
We built out their CRM system with automated workflows, emails, contact lists, and sales funnels.
4
Fractional CMO
We advised on optimizing their go-to-market strategy by refining product offerings and pricing models.
2
Startup Advisory
We tested multiple customer personas to discover the ideal customer and refine marketing efforts.

Our Results

We increased demand by reaching 1,500+ veteran founders and thousands of small business owners. Our CRM and go-to-market strategy improvements helped optimize product-market fit and conversions.

  • Reached over 1,500 veteran founders and thousands of small business owners, supporting them with government grants through marketing automations, cold outreach, and targeted campaigns.
  • The CRM buildout provided Squared Compass with its first system for demand generation, marketing automation, and sales reporting, enabling data-driven decisions and better tracking of growth.
  • We optimized their go-to-market strategy, leading to improved product and service offerings, as well as a better pricing model that encouraged higher conversions from prospects to customers.
  • We tested multiple customer personas and identified the ideal one for Squared Compass, helping them focus their marketing efforts and improve overall business growth and engagement.
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