Room II: the examination

Marketing that survived due diligence

Engagement
Net32.com
Role
Marketing Director
Period
2023 → 2024
Location
San Francisco, CA

Net32 is a B2B marketplace where dental practices buy supplies. I ran marketing through 33% annual revenue growth and a 26% lift in transaction volume on about $250K a month in ad spend. When Riverside Partners came to diligence the business, the marketing story held up, and the acquisition closed.

The landscape

The landscape

Dentists are careful buyers, and a marketplace has to earn trust before it earns orders. Inside the business, measurement had not kept pace with spend: more than ten ad publishers reporting in separate silos, no marketing-mix model, and no unified view of impressions, clicks, and multi-touch journeys. Then venture investors arrived with questions that needed defensible answers.


The approach

The approach

Measurement came first. I built the company’s first marketing-mix model on ETL across more than ten publisher sources. Funnel.io and GA4 handled impression, click, and multi-touch attribution, with Fivetran and Snowflake feeding Sigma and an analytics-engineering RFP out for DOMO. Then demand: a trust-first brand campaign for dental professionals, verified-supplier messaging, video-first across YouTube, CTV on MNTN, Criteo, and Meta. Klaviyo and Attentive SMS carried lifecycle while we prepared for a customer data platform.

  • Built the company’s first marketing-mix model and the ETL behind it, unifying more than ten ad-publisher sources.
  • Presented marketing positioning and performance to the board and M&A teams during venture-capital due diligence; the acquisition by Riverside Partners closed.
  • Ran a verified-supplier brand campaign, video-first across YouTube, CTV on MNTN, Criteo, and Meta: brand share of voice up 22% in six months, measured by survey.
  • Grew lifecycle LTV 20% quarter over quarter for six months on Klaviyo and Attentive SMS.
  • Launched server-side Google Tag Manager, optimized a 50,000-product catalog across Google and Facebook, and moved project management from Monday.com to Jira on an agile kanban system.

The projects

The projects

  1. 01

    The first marketing-mix model

    Ten-plus publisher sources unified into one ETL pipeline and the company’s first marketing-mix model, with impression, click, and multi-touch attribution on top.

    • Designed the ETL across more than ten ad publishers, on Fivetran and Snowflake into Sigma.
    • Stood up attribution in Funnel.io and GA4 for both lifecycle and performance channels.
    • Ran the analytics-engineering RFP that put DOMO dashboards in front of the leadership team.
    • 10+ ad sources unified into one model and one pipeline
    • Funnel.io
    • GA4
    • Fivetran
    • Snowflake
    • Sigma
    1. Exhibit pending: Architecture diagram of the Net32 measurement stack
      Exhibit I The pipeline: publishers into Fivetran, Snowflake, and Sigma.
  2. 02

    Marketing in front of the M&A team

    When Riverside Partners diligenced the business, the marketing numbers were already load-bearing. I presented positioning and performance to the board and the deal team, and the acquisition closed.

    • Prepared the attribution, efficiency trend, and scalability story investors look for.
    • Presented to the board and M&A teams during the acquisition proceedings.
    • Acquired by Riverside Partners diligence I presented supported the deal
  3. 03

    A trust campaign for careful buyers

    Verified-supplier messaging, video-first across YouTube, CTV on MNTN, Criteo, and Meta, with brand lift measured by survey: share of voice up 22% in six months.

    • Positioned Net32 on verified suppliers and quality guarantees for dental professionals.
    • Launched MNTN CTV, Criteo display, and YouTube video alongside Meta.
    • Measured cross-channel brand lift with survey technology rather than clicks.
    • +22% brand share of voice in six months, measured by survey
    1. Exhibit pending: The verified-supplier spot
      Exhibit II The video that led the campaign across YouTube and CTV.
  4. 04

    Lifecycle rebuilt on Klaviyo and Attentive

    A lifecycle program rebuilt with SMS added to email grew flow LTV 20% quarter over quarter for six months, while the groundwork for a customer data platform went in.

    • Integrated Attentive SMS with the Klaviyo program and added touchpoints through the journey.
    • Launched server-side Google Tag Manager for audience and attribution reporting that survives browser changes.
    • +20% QoQ lifecycle LTV sustained for six months
    • Klaviyo
    • Attentive
    • Server-side Google Tag Manager
  5. 05

    Feeds, agencies, and a kanban board

    A 50,000-product catalog optimized across Google Merchant Center and Facebook Catalog, new channel partners brought on, and the team moved from Monday.com to Jira on an agile kanban system.

    • Optimized the 50,000-product feed across Google and Facebook.
    • Onboarded an email agency, SMS, Criteo, and MNTN CTV as new channels.
    • Built the agile kanban priority system and migrated project tooling from Monday.com to Jira.
By the time diligence started, the numbers were already load-bearing.

The exhibits

The exhibits

  1. Exhibit pending: A sanitized slide from the diligence deck
    Exhibit III One slide from the diligence deck, numbers removed. Sanitized; confidential figures withheld.

The results

The results

  • 33% annual revenue growth with transaction volume up 26%, on roughly $3M a year in ad spend
  • +22% brand share of voice in six months, measured by survey, after the verified-supplier campaign
  • +20% QoQ lifecycle LTV sustained for six months on Klaviyo and Attentive SMS
  • 10+ ad sources unified into the company’s first marketing-mix model and ETL pipeline
  • Acquired by Riverside Partners diligence I presented to the board and M&A teams supported the deal

The apparatus

The apparatus

  • Funnel.io
  • GA4
  • Server-side Google Tag Manager
  • Fivetran
  • Snowflake
  • Sigma
  • Klaviyo
  • Attentive

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