Buzzinsider

Scale faster. Simplify smarter.

We help private equity firms streamline marketing across portfolio brands—building shared systems, unified analytics, and repeatable growth playbooks.

When you're managing multiple brands, speed and consistency matter. We partner with private equity firms and their operating companies to design modular marketing frameworks that work across the portfolio. From shared CRM infrastructure to common segmentation, campaign architecture, and reporting models, we make it easier to scale marketing effectiveness and reduce redundancy—so every brand grows stronger, faster, and together.

Key Capabilities

Behavioral & Predictive Segmentation – Group audiences using current and emerging behaviors, not just static traits, for more adaptive targeting.

Customer Value Modeling – Prioritize segments based on their long-term potential and likelihood to convert, repeat, or churn.

Dynamic Journey Mapping – Map paths-to-purchase and identify friction or drop-off points using real-time signals and simplified visual frameworks.

Embedded Personalization Frameworks – Operationalize segments by feeding them into marketing systems for smarter message orchestration and automated engagement triggers.

Key Capabilities

Retail Media Strategy & Roadmapping – Define monetization opportunities across onsite, in-app, and offsite environments with scalable infrastructure.

Ad Infrastructure & Data Enablement – Set up the core tech stack: ad server, DSPs, SSPs, clean rooms, and first-party data mapping.

Partner & Vendor Integration – Onboard suppliers and media partners with standardized workflows and performance reporting.

Campaign Management & Analytics – Enable self-serve or managed-service models that track spend, engagement, and revenue per impression.

Key Capabilities

CRM Architecture & Orchestration – Design omnichannel journeys powered by real-time customer signals and adaptive messaging logic.

Loyalty Program Design & Optimization – Build or refine loyalty strategies that reward behavior, enhance brand affinity, and scale efficiently.

Lifecycle Automation & Triggers – Eliminate manual campaign planning with event-driven flows for onboarding, upsell, win-back, and more.

Platform Enablement & Integration – Align CRM tools (Salesforce, Adobe, Hubspot) with martech infrastructure for streamlined execution and measurement.

"Developing a full lifecycle map helped us to realize where our blindspots in the customer experience were before we even launched. The excercise led to some fairly critical reprioritizations."

Key Capabilities

Shared Services & Martech Architecture – Implement centralized systems for CRM, analytics, content, and automation that support multiple brands with minimal overhead.

Unified Segmentation & Measurement Models – Establish common KPIs, CLV definitions, and performance dashboards for better comparisons and smarter investment decisions.

Modular Campaign Frameworks – Deploy plug-and-play assets and journey maps that each brand can adapt without starting from scratch.

Transformation Playbooks for Acquisitions – Standardize onboarding, integration, and strategic acceleration for new brands entering the portfolio.

"The basic block and tackle elements like deploying a portfolio-level Sharepoint with all of our assets and education to our new companies has made our acquisition process significantly more efficient."

Key Capabilities

Platform Rationalization & Roadmapping – Audit and simplify your current systems to reduce overlap, cost, and operational drag.

End-to-End Systems Integration – Connect CRM, CMS, CDP, and campaign tools into a cohesive environment with unified governance.

Identity Resolution & Data Stitching – Establish a consistent customer ID across platforms for more accurate targeting and measurement.

Automation & Workflow Simplification – Replace manual handoffs with automated triggers and intelligent process flows across teams and tools.

"Partnered with a global retail brand to integrate Adobe and Salesforce across several regions—reducing tech spend by 28% and decreasing campaign launch times from weeks to hours."

Key Capabilities

Real-Time Experience Orchestration – Power personalized journeys across web, email, app, and media with live behavioral inputs.

Dynamic Content & Decisioning – Deliver adaptive creative and messaging variations without relying on manual rules.

Intelligent Recommendations & Triggers – Activate smart offers, product suggestions, or actions based on predicted behavior and context.

Emerging Tech Pilots (LLMs, Conversational UI, Predictive UX) – Explore future-facing capabilities that enhance engagement and reduce friction.

"A custom AI solution for analyzing complex several-thousand page technical RFPs and schematics has saved countless man-hours and created significant cross-sell synergies."

Key Capabilities

Go-to-Market Strategy & Roadmaps – Launch new products, brands, or initiatives with precision planning and fast iteration cycles.

Media Mix & Investment Optimization – Determine the right channel balance and budget allocation using past performance and predictive inputs.

Campaign Blueprinting & Activation Models – Build reusable, scalable campaign frameworks that reduce rework and accelerate execution.

Advisory & Executive Placement – Provide advisory services as well as interim executive-level functional leaders for area such as marketing analytics, customer analytics, retail media and PR.

"Their unique campaign ecosystem helps us visualize and pressure test all of the interconnected elements in our communications strategy "

"Provided fractional CMO to Lunar Station - a moon analytics firm and leader in the space economy"

Key Capabilities

Brand Positioning & Architecture – Define your value proposition, voice, and structure for a unified presence across products and regions.

Experience Mapping & Design Systems – Create frameworks that ensure UX, content, and service delivery align to brand intent.

Messaging Frameworks & Content Strategy – Build systems to scale storytelling with guidance for teams, partners, and platforms.

Measurement of Brand Health & CX Impact – Track sentiment, consistency, and performance with ongoing benchmarks and feedback loops.

"Establishing brand guidelines at the portfolio-level allowed each subsidiary to easily adapt and replicate their operational assets for everything from social posts to proposal templates. Our messaging and content strategy has been improved and required significantly less focus from the individuals teams "

Key Capabilities

Cross-Channel Media Strategy & Planning – Align creative, targeting, and spend across paid search, social, display, video, and commerce.

Always-On Optimization & Testing – Automate performance feedback loops and creative testing to boost ROI in real time.

Attribution & Measurement Modeling – Combine MMM, MTA, and lift studies into a clear, unified performance narrative.

Performance Dashboards & Reporting Systems – Build executive-friendly visibility into what’s driving results—and where to double down.

"Built a unified analytics layer for a healthcare practice that integrated media, web, and sales data—leading to a 24% improvement in ROAS and real-time optimization across five markets."

Services

Customer Strategy & Segmentation

Retail Media & Monetization

CRM, Loyalty & Lifecycle Marketing

Portfolio Marketing Architecture for PE Firms

Technology & Systems Integration

AI & Personalization Enablement

Marketing Strategy & Planning

Brand & Experience Strategy

Digital Advertising & Performance Analytics

Customer Strategy & Segmentation

Retail Media & Monetization

CRM, Loyalty & Lifecycle Marketing

Portfolio Marketing Architecture for PE Firms

Technology & Systems Integration

AI & Personalization Enablement

Marketing Strategy & Planning

Brand & Experience Strategy

Digital Advertising & Performance Analytics

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"Partnered DoD contractor to rapidly ideate solutions to media monitoring RFP and created a functional prototype within weeks solving the key challenges. "