Building the First B2B(2B) Broker Lead Generation Program in North America
Conversion up 20% and $5M more policy value than planned, with the model now scaling globally.
Built for complex sales, not simple funnels.
B2B purchases are decided by buying groups, over cycles measured in months, and most of the research happens before a seller is invited. Mahdlo's fractional CMOs and CROs build the account-based marketing and revenue discipline complex sales require.
The same four questions every engagement asks. The answers are specific to complex sales.
Where our executives held the seat, and who they have done this work for. Every mark is a real engagement or a real role.


















B2B buyers do not decide alone. A single deal can touch procurement, finance, end users and an executive sponsor, each with different priorities and objections, and the group loops back through the same questions more than once before it agrees. Most of that research happens before anyone talks to a seller.
Marketing has to earn trust across the whole group, and sales has to manage a cycle that runs for months. Playbooks built for consumer funnels do not transfer, and when marketing and sales chase different definitions of a qualified lead, both can report success while the pipeline stalls.
The work is account-based: the right accounts chosen on fit, every member of the buying group reached with content that answers their objection, and one definition of pipeline both teams own.
of B2B buyers prefer a rep-free sales experience.
of B2B purchases are driven by organizational change.
more likely to complete a high-quality deal when digital tools are used with a rep.
Source: Gartner, The B2B Buying Journey
The right first move depends on the constraint you actually have. Use this map to go from what you are seeing to the practice that addresses it.
| If this is what you are seeing | Start with |
|---|---|
| Target accounts chosen by size rather than fit | Go-to-Market Planning |
| Content that answers nobody's objection | Brand Development |
| Deals that stall when the buying group expands | Sales Account Planning |
| Leads marketing counts and sales ignores | Demand Generation |
| Forecasts built on stage fields reps update before the call | Revenue Acceleration |
| A website buyers and AI assistants cannot read | Website Development |
| Account data scattered across tools | CRM & Marketing Automation |
| Partner-sourced deals nobody manages | Channel Partner Revenue |
MOST BUYERS RESEARCH ALONEGartner finds 75% of B2B buyers prefer a rep-free sales experience, so marketing has to carry the deal further than it used to.
Sales and marketing work the same target accounts, on one definition of qualified pipeline.
Account-based marketing, demand generation and sales enablement content that moves a multi-stakeholder deal forward, built to answer the objections of whoever is in the room.
Fractional CMO services →Sales and marketing aligned on the same target accounts, a revenue operations framework that handles multi-threaded deals, and a long cycle kept from stalling in the middle.
Fractional CRO services →It runs on the 100-Day Accelerator: quick wins inside 30 days and a running revenue engine inside 100.
Conversion up 20% and $5M more policy value than planned, with the model now scaling globally.
Up from −$2 per dollar. Revenue up 27% year over year, margin up 9 points.
A different feature set moved preference 20+ points at a 25% higher price, and cost less to build.
Hypothesis validated, value proposition sharpened, and a foundational customer base established.
Account-based marketing is a B2B strategy that treats named target accounts as markets of one. Sales and marketing choose the accounts together, map the buying group in each, and run coordinated programs that reach every decision-maker with the message for their role, measured on engagement, pipeline and revenue rather than lead volume.
A B2B buying committee, or buying group, is the set of people who decide a purchase together, typically an economic buyer, a champion, technical evaluators, procurement and end users. Gartner describes them looping through six buying jobs, from problem identification to consensus creation, rather than moving in a straight line.
An agency executes the campaigns you hand it. A fractional CMO sits in the executive seat, sets the go-to-market strategy and owns the outcome, with the same accountability as an in-house CMO and without the full-time cost.
Yes. That is the kind of revenue complexity fractional CRO engagements are built for: sales, marketing and customer success aligned around long, multi-threaded deals rather than simple transactional sales.
Most engagements show measurable movement, pipeline clarity, sales and marketing alignment and a revised go-to-market plan, within the first 90 days, with deeper structural results building over 6 to 12 months.
Cost scales with scope. An embedded engagement, an interim leadership role and a project-based initiative all price differently. See the Fractional CMO services page.
One conversation with an executive who has operated in your sector, not a generalist reading your website.
Every month, one strategic idea from the operators who run our engagements — what's working in the field, what isn't, and the numbers behind it. Written for CEOs, not marketers.
The next issue lands the first Tuesday of the month. In the meantime, the archive is open — start with the one your pipeline needs.
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