Accountability. Strategy. Results.
A partnership that reversed decline and rebuilt top of funnel growth.
Bonterra is a leading SaaS platform powering the social good sector. After bringing multiple brands together under one roof, the marketing team faced a major challenge: opportunities and leads were trending down. With a mission to drive a 3% increase in giving by 2033, the stakes were high. Bonterra needed a partner with both the expertise and the conviction to reset strategy, drive measurable results, and deliver sustainable growth.
High Intent Inbound Leads
As Bonterra integrated multiple brands, pipeline and lead flow slowed significantly. The marketing team was tasked with not just stabilizing performance, but rebuilding demand.
“The organization had been challenged with a pretty big decline in opportunities and leads,” said Tim Vu, SVP of Demand Generation at Bonterra. “Part of my role coming in was to reverse that trend.”
They needed a partner who could cut through noise, challenge assumptions, and deliver strategy that directly impacted revenue.
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From the first presentation, Refine Labs set a different tone.
“One thing that sets Refine Labs apart is accountability,” said Vu. “A lot of agencies do their best to frame a positive story. What was very clear with Refine Labs was that they were objective about what was working and what was not. They had a clear perspective and made concrete recommendations for what we had to do going forward.”
With more than 20 years of experience in measured marketing, Vu valued the mix of art and science. Attribution, correlation, and strategy all working together. Refine Labs’ deep SaaS background meant they did not need a long ramp up period.
“It was very clear they had deep SaaS experience, and that allowed them to accelerate their ability to be effective for us almost right out of the gates,” said Vu.
Together, Bonterra and Refine Labs focused on three core motions:
“Refine Labs really owned the results,” said Vu. “They owned not just the positives, but also the negatives. They were very collaborative in coming up with solutions. That was foundational to the rapid growth of our top of funnel.”
Our partnership helped Bonterra reverse decline and rebuild demand momentum, while surfacing the insights needed for long-term growth:
This was more than execution. It was about accountability, expertise, and partnership.
“They did not just run campaigns,” said Vu. “They held us accountable to results, brought clarity to the data, and worked with us to solve real problems. That is what made the difference.”
