3R Sustainability
Turned a time-draining reporting process into a profitable service line, and unified four disconnected platforms into one view of the customer.
The Work
We conducted a lean marketing audit — stakeholder interviews, competitive research, and a full diagnostic — and delivered a prioritized roadmap sequenced by effort-to-revenue impact. We stayed on in a fractional advisory capacity as their team executed, until they had the internal muscle to own it themselves. With that capacity freed, we turned to the CRM work: auditing their data, mapping their sales flow, and building a custom integrated tech stack — connecting Mailchimp, GoTo Webinar, Apollo, and their CRM through a middleware integration — creating a true single view of the customer.
The Situation
3R Sustainability is a women-owned ESG consulting firm and the sole EcoVadis Strategic Training Partner in North America. They came to us knowing they needed more leads — the instinct was to hire an ABM agency. Before making that referral, we asked questions. What emerged was clear: they were climate experts, not marketers, and they were about to spend serious money on a sophisticated tactic without the foundation to support it. We suggested a better starting point.
The Results
