Driving 130% More Growth Year on Year in the SMB Sector for Katana
Higher SMB Growth
Increase in Site Traffic from Paid Social YoY

Industry
Services
Year

Before T.A.Monroe
Katana, a cloud inventory software company, has been on a mission to create software that businesses love as much as the products they sell.
While the company experienced steady growth in the small and medium-sized business (SMB) sector year-over-year, they were not satisfied with the pace of expansion and sought to accelerate its growth, particularly in the $10-50M SMB segment. In Q2 of 2023, Katana partnered with T.A. Monroe to help them achieve their ambitious goals.
Key Areas for Improvement
At the onset, we encountered several challenges that hindered Katana’s effective penetration of the SMB market.
- Messaging Relevance: We recognized that their messaging needed to be more relevant and tailored to resonate with the specific needs and pain points of the $10-50M SMB segment.
- Targeted Outreach: To accelerate growth, we needed to refine its targeting and outreach strategies to identify and engage with faster-growing accounts within the SMB sector.
- Buyer's Journey Alignment: Optimizing their marketing campaigns to align with the decision-makers' buying journey was crucial for Katana to effectively capture the attention and interest of potential customers.
Despite these challenges, we saw immense potential in the SMB market and were determined to capitalize on the opportunities for growth. By partnering with us, Katana aimed to leverage our agency’s expertise in data-driven marketing and demand generation to overcome these hurdles and achieve their desired results.


The T.A. Monroe Strategy
We worked closely with Katana to develop a comprehensive and integrated marketing and demand generation strategy tailored specifically to resonate with their SMB audience, with a focus on high-growth mid-market companies.
Our data-driven approach was designed to capture more awareness and generate a robust sales pipeline for Katana.
1. Building and Scaling the Marketing Funnel
One of the key elements of our strategy was to refine the messaging in Katana’s LinkedIn and Meta campaigns to articulate the value proposition more explicitly for different SMB industry verticals. By clearly communicating how Katana’s cloud inventory software addresses the unique challenges and needs of each vertical, the campaigns were able to attract more qualified leads and drive higher engagement rates.
We conducted in-depth market research and analyzed Katana’s existing customer data to identify the most compelling value propositions for each target segment. This information was then used to craft messaging that highlighted the specific benefits of Katana’s solution, such as increased efficiency, improved inventory management, and streamlined production processes.

2. Targeted Ad Campaigns
To further enhance the effectiveness of Katana’s marketing efforts, we developed highly targeted paid social campaigns that spoke directly to the individual segments within the ideal customer profile (ICP). By matching the messaging to each segment’s specific pain points and priorities, we created a more personalized and impactful advertising experience for potential customers.
The targeted ad campaigns leveraged a combination of demographic, psychographic, and behavioral data to ensure that the right message was delivered to the right audience at the right time. The targeted ad campaigns leveraged a combination of demographic, psychographic, and behavioral data to ensure that the right message was delivered to the right audience at the right time.
3. Identifying Ideal Decision Makers
To penetrate key accounts more effectively, we utilized intent data and insights to pinpoint the rising stars within each organization who were most likely to be involved in the decision-making process for cloud inventory software. By identifying these individuals, we were able to create tailored outreach campaigns that delivered specific messages to end users and decision-makers, increasing the likelihood of engagement and conversion.
The intent data was gathered from a variety of sources, including website visits, content downloads, and social media interactions. This information provided valuable insights into the interests, preferences, and buying behaviors of potential customers, enabling us to create highly relevant and personalized content that resonated with each individual.

4. Building a Scalable Demand Generation Framework
To ensure Katana’s long-term success in the SMB market, we equipped the company with a robust methodology and blueprint for ongoing demand generation. By leveraging data-driven insights around high-performing audiences, messaging, and content, the agency optimized Katana’s marketing funnel and campaigns to capture more marketing-qualified leads (MQLs) and accelerate the sales cycle.

Final Results
Our data-informed approach delivered standout returns, especially in the mid-market segment:
15%
130%
60%





