Marketing measurement for PE-backed B2B technology companies

Run marketing on evidence.

You already have dashboards, attribution reports, CRM data and campaign metrics. What you don’t always have is enough evidence to make the call.

What changes

Passetto turns fragmented marketing and CRM data into one governed measurement model that shows what creates pipeline, what moves deals, what wastes spend and what deserves the next dollar.

“We’re using your data to make decisions, not to justify ourselves.”
Christine Overby · CMO · TOPdesk
The real problem

You don’t need more marketing data.

You need enough evidence to act.

Your board doesn’t care how many MQLs you generated if you can’t explain what happened to them.

Your CFO doesn’t care who received attribution credit if you can’t show where the next dollar should go.

Your CEO doesn’t want another report describing last quarter.

They want to know what to do now.

Start with the job

What are you trying to do?

Don’t start with the dashboard. Start with the decision.

You’re new in the CMO seat.
Understand what is actually driving the business before inheriting someone else’s assumptions.
You need a fast, independent read on the last 12–24 months.
The board is asking what marketing returns.
Walk into the room with numbers that survive the second question.
You need board-ready evidence.
Your budget is under review.
Know what to protect, increase, reduce or stop.
You need capital-allocation evidence.
Pipeline is missing plan.
Find where the breakdown actually sits before spending more.
You need pipeline and buyer-journey diagnostics.
You need to make a big bet.
Know whether the signal is strong enough to act now.
You need confidence beyond directional reporting.
Sales and marketing disagree.
Replace competing attribution stories with one shared model.
You need a common evidence base.
Leadership wants AI-driven reporting.
Make the underlying data trustworthy before AI scales the mistakes.
You need governed data and consistent definitions.
The old question

Attribution asks:

Who gets credit?

The useful question

Evidence asks:

What should you do next?

Old way → new way

The old way gives you reports. The new way gives you evidence.

Old belief
Attribution tells you what worked.
New way
Measure the full buyer journey and the patterns behind pipeline and revenue.
Old belief
More dashboards create clarity.
New way
One governed measurement model.
Old belief
Marketing impact ends at handoff.
New way
Measure marketing across the full buyer journey.
Old belief
If the data is in CRM, you can trust it.
New way
Normalize the data before you analyze it.
Old belief
AI will fix reporting.
New way
Fix the foundation before AI scales the answer.
Old belief
Use data to prove marketing deserved credit.
New way
Use evidence to decide what happens next.
The transformation

What changes when you can trust the answer?

You have a directional sense of performance.
You have enough evidence to make the bet.
You know what happened.
You understand what changed the outcome.
Marketing and sales argue over credit.
The team works from one governed model.
You wait for another month of data.
You act while the quarter can still change.
You explain marketing to the board.
You use evidence to lead the conversation.
Data helps justify decisions already made.
Evidence helps determine the decision.
One evidence foundation

Three ways to use it.

The service lines are not three disconnected offers. Each one solves the next job you need done.

01

Build the evidence.

Marketing Measurement Accelerator · 30 days · $15,000

Turn the last 12–24 months of marketing and CRM data into a measurement model built around the decisions your team needs to make.

  • Understand what creates pipeline.
  • See marketing across the buyer journey.
  • Find conversion and velocity gaps.
  • Identify wasted spend.
  • Expose data gaps distorting the story.
  • Leave with prioritized actions.
02

Keep the evidence current.

Continuous Marketing Measurement · From $3,500/month

Keep the model live as new CRM and marketing data enters the business, so the answer never has to be rebuilt from scratch.

  • Monitor performance continuously.
  • Ask new questions as they emerge.
  • Generate recurring reports.
  • Explore governed data directly.
  • Give AI a trustworthy foundation.
  • Maintain one measurement model.
03

Turn evidence into decisions.

Strategic Advisory

Add human judgment when the number is clear but the decision still carries financial, operational or board-level consequences.

  • Executive readouts.
  • QBR preparation.
  • Focused analyses.
  • Investment prioritization.
  • Board narrative support.
  • Marketing and RevOps decisions.
Not sure where you fit?

Follow the job.

You need to understand what’s happening.

Start with the Marketing Measurement Accelerator.

You need the answer to stay current.

Move into Continuous Marketing Measurement.

You need help deciding what to do with it.

Add Strategic Advisory.

The product changes as your job changes. The evidence foundation does not.

What you are really buying

The outcome isn’t measurement.

It’s what measurement lets you do.

Fund.

Know which programs, channels and motions deserve more investment.

Fix.

Find the data, funnel, follow-up and buyer-journey problems suppressing performance.

Cut.

See where money produces activity without meaningful business impact.

Defend.

Bring evidence into leadership and board conversations that withstands scrutiny.

Move.

Reallocate resources while there is still time to change the quarter.

Lead.

Stop entering the room with a marketing interpretation. Enter with evidence.

Customer-reported outcomes

Measurement matters when it changes the decision.

42%

Higher marketing ROI reported in one quarter.

39%

Reduction in paid-search cost per opportunity reported after incorporating recommendations.

5.6%

Potential new-business revenue opportunity identified without incremental spend.

Customer voice

The value shows up after the report.

“We’re using your data to make decisions, not to justify ourselves.”
Christine Overby · CMO · TOPdesk
Proof becomes useful when it changes where you invest, what you stop and how quickly you act.
The outcome customers consistently describe
The wall of customer voice

They don’t talk about dashboards.

They talk about what they can finally do.

Know where the capital should go.

Get enough proof to act.

See what is actually creating pipeline.

Make the big bet with confidence.

Stop correcting course two months late.

Move the leadership conversation to business metrics.

Know what to protect, change or stop.

Give finance a number it can trust.

Use data to make decisions, not justify them.

One governed foundation

You already have the data.

It just wasn’t built to answer these questions.

The job is not to make your CRM prettier.

The job is to make the decisions coming out of it more trustworthy.

So when someone asks what created your best pipeline, why certain deals closed faster, where budget is being wasted or what changes if a program gets cut, you don’t start another reporting project.

You ask.

Why now

Ambiguity has a cost.

When you have a board, an EBITDA target, a growth plan and a finite period to create enterprise value, “we’ll know eventually” isn’t harmless.

You need enough evidence to act while the decision can still change the outcome.

This is probably for you if

You can answer what marketing spent but struggle to prove what it returned.

You have enough reporting to see activity but not enough evidence to make a large bet.

Marketing, sales and finance use different versions of the same story.

Your board questions marketing-sourced pipeline or last-touch attribution.

You’re correcting course after the quarter rather than during it.

This probably isn’t for you if

You only want another dashboard.

You want analysis to validate a conclusion you have already made.

You don’t yet have enough historical operating data to rebuild the buyer journey.

You want to know who deserves credit more than you want to know what to do next.

Common questions

Before you decide.

Our data is a mess.

That is often part of the reason to start. You do not need to clean everything before the work begins. The priority is identifying which data relationships, definitions and gaps matter enough to change decision quality.

We already have attribution.

Attribution answers a narrower question: who received credit? Passetto is built around a different decision: what does marketing actually change across pipeline, velocity, win rate, deal size and revenue?

We already have BI.

BI can show you the data you have modeled. The harder question is whether the underlying identities, signals, relationships and definitions are complete enough to support the decision you are about to make.

We want AI analytics.

Then the quality of the foundation becomes more important, not less. AI makes it easier to ask questions. It does not make incomplete data true. Start with evidence you trust, then give AI access to it.

Why start with a paid Accelerator?

Because the first job is to rebuild the measurement foundation and answer the high-value questions already sitting in the business. Ongoing measurement becomes more valuable once the evidence model exists.

Start with the decision

Your board doesn’t need another marketing story. It needs evidence.

Evidence of what creates pipeline. Evidence of what moves deals. Evidence of where the money is working. Evidence of where it isn’t. Evidence strong enough to change the plan.

Where should you invest? What should you cut? Why is pipeline slowing? What is marketing returning? What can you defend to the board? Can you trust the data before AI touches it?