Company Overview
Industry: Digital Marketing Agency
Specialization: E-commerce (Shopify) & B2B SaaS Marketing
Agency Size: 23 employees
Client Portfolio: 47 active clients (32 e-commerce, 15 B2B SaaS)
Combined Client Ad Spend: $8.7M/month
Agency Revenue: $3.2M/year (increased from $1.9M)
About Momentum Digital:
Momentum Digital is a performance-focused marketing agency specializing in paid media, attribution analytics, and conversion optimization for e-commerce brands and B2B SaaS companies. Founded in 2019, the agency has built a reputation for data-driven strategies that deliver measurable ROI improvements for growing digital businesses.
The Challenge
By early 2023, Momentum Digital was experiencing painful growing pains despite strong client demand:
Scaling Bottleneck: Data Infrastructure Couldn’t Keep Up
- Managing 47 different client data environments across 15+ platforms per client
- Each client required custom integrations: Shopify/WooCommerce, Meta, Google Ads, Klaviyo, etc.
- Account managers spending 15-20 hours per week per client on manual reporting
- Total team time on data extraction and report building: 140+ hours weekly
- Data analysts drowning in spreadsheet work instead of strategic insights
- Agency unable to onboard new clients due to operational constraints
Fragmented Client Tech Stacks Costing Everyone
Per client, typical stack included:
- Google Analytics (free version with limited data)
- Supermetrics or similar: $200-500/month
- Looker Studio (free but required constant maintenance)
- Platform native dashboards (Meta, Google, TikTok, etc.)
- Client paying $3,000-8,000/month for basic analytics setup
Total client spending on analytics across portfolio: $187,000/month ($2.24M annually)
Attribution Chaos & Client Trust Issues
- Every platform claiming credit for the same conversions
- Meta reporting 6-8x ROAS while Google claimed 4-5x ROAS (both overstated)
- Agency had zero credible attribution solution to show true channel performance
- Clients questioning agency recommendations based on conflicting platform data
- 34% of client budget was being wasted on underperforming campaigns (estimated)
- Unable to prove incremental value of agency management vs. client self-management
Client Retention & Churn Problems
- 28% annual client churn rate (industry average 15-20% for performance agencies)
- Exit interview revealed: “We don’t trust the data” and “Can’t see clear ROI”
- Average client lifetime: 14 months (should be 36+ months)
- Losing 13 clients per year = $760K in lost annual revenue
- Churn primarily due to inability to demonstrate clear attribution and value
New Client Onboarding Nightmare
- 4-6 weeks to fully onboard a new client (industry standard: 1-2 weeks)
- Technical setup across multiple platforms incredibly time-consuming
- First meaningful insights delivered 30-45 days after contract signing
- Clients frustrated with slow time-to-value
- Agency turning away 2-3 qualified prospects monthly due to capacity constraints
Team Burnout & Inefficiency
- Account managers felt like “data entry specialists” instead of strategists
- Creative team had no visibility into ad performance beyond platform metrics
- Strategy team making recommendations based on incomplete data
- High employee turnover (37% annually) due to repetitive reporting work
- Inability to hire fast enough to support growth
Revenue & Profitability Constraints
- Agency profit margin: 12% (industry standard: 20-30% for well-run agencies)
- Cost of manual reporting eating into margins
- Unable to take on high-value enterprise clients (required more sophisticated attribution)
- Missing revenue opportunity from technology commissions and white-label solutions
- Competing on price instead of value due to lack of differentiation
The Solution
Momentum Digital implemented LayerFive’s Agency Platform in March 2024:
LayerFive Agency Partner Program
For The Agency:
- Agency-level unified dashboard showing performance across all 47 clients
- Centralized client management with granular access controls
- 20% commission on all client LayerFive subscriptions (first year)
- 10% ongoing commission (year 2+)
- White-label option for agency branding
- Dedicated agency success manager
- Agency team training and certification program
For Each Client:
LayerFive Axis – Unified Marketing Data
- Quick-connect integrations for all major platforms
- Automated reporting and dashboards
- Custom metrics and KPIs per client industry
- Scheduled report delivery to clients
LayerFive Signal – Attribution & Analytics
- L5 Pixel deployment across all client sites
- Multi-touch attribution across all channels
- Identity resolution and visitor tracking
- CAPI/Enhanced Conversions implementation
LayerFive Edge – Predictive Audiences (select clients)
- AI-powered audience segmentation
- Purchase propensity and product affinity scoring
- Automated audience syncing to ad platforms
LayerFive Navigator – Agentic AI Insights
- Automated performance monitoring
- Anomaly detection and opportunity identification
- Weekly insight reports for clients
Agency Operational Benefits:
- Single login to access all client environments
- Standardized onboarding process across all clients
- Template dashboards customizable per client
- Bulk reporting and insight generation
- Client comparison and benchmarking tools
Implementation Strategy
Phase 1 (Month 1): Agency Setup & Pilot Program
Week 1-2: Agency Platform Configuration
- Set up agency master account with access controls
- Created standardized dashboard templates for e-commerce and B2B SaaS
- Trained core team (5 account managers, 2 data analysts, 1 strategy lead)
- Developed client communication and sales materials
Week 3-4: Pilot with 5 Key Clients
- Selected 5 diverse clients (3 e-commerce, 2 SaaS)
- Full LayerFive implementation for each pilot client
- Documented learnings and optimized onboarding process
- Measured time savings and performance improvements
Phase 2 (Month 2-3): Portfolio-Wide Rollout
- Onboarded all 47 existing clients to LayerFive platform
- Standardized migration process: 2-3 days per client (down from 4-6 weeks previously)
- Client success team reached out proactively to explain value
- Clients absorbed LayerFive subscription costs (replaced their existing analytics spend)
- Migrated all reporting to LayerFive dashboards
Phase 3 (Month 4+): Optimization & Scale
- Refined attribution models based on client-specific goals
- Built advanced audience segments for high-performing clients
- Launched “Premium Analytics Package” using Edge for 15 clients
- Enabled agency to onboard new clients in 3-5 days vs. 4-6 weeks
- Began accepting enterprise clients previously unable to serve
Results: 12 Months After Implementation
Agency Business Impact
Revenue Growth
- Agency revenue increased 68% (from $1.9M to $3.2M annually)
- Added 18 new clients in 12 months (vs. 7 previous year)
- Average client contract value increased 31% ($4,200/month to $5,500/month)
- $420,000 in additional annual revenue directly attributable to LayerFive
Revenue Breakdown:
- LayerFive commissions: $124,000/year (20% year 1 commission on $620K client subscriptions)
- Ability to charge higher retainers: +$186,000/year (premium positioning)
- New clients enabled by efficiency: +$110,000/year (18 clients × avg $6,100/month × onboarding acceleration)
Profitability Transformation
- Agency profit margin increased from 12% to 28% (2.3x improvement)
- Annual profit increased from $228K to $896K (+$668K)
- Cost per client served decreased 58% (from $3,400/month to $1,428/month)
- Operational efficiency freed up budget for strategic hires and marketing
Client Retention Revolution
- Annual churn rate dropped from 28% to 3% (only 1 client lost in 12 months)
- Average client lifetime extended from 14 months to projected 48+ months
- Client retention improvement = $687,000 in retained annual revenue
- Net Revenue Retention (NRR): 147% (clients expanding services)
Team Efficiency & Satisfaction
Time Savings:
- 92% reduction in manual reporting time (from 140 hours/week to 11 hours/week)
- Account managers reclaimed 18 hours per week per client for strategic work
- Data analysts shifted from 75% reporting to 85% strategic analysis and optimization
- Creative team now has real-time performance data for continuous improvement
Employee Impact:
- Employee turnover decreased from 37% to 8% annually
- Team satisfaction scores increased 64% (internal surveys)
- Successfully hired 8 new team members focused on strategy vs. reporting
- Agency positioned as employer of choice in Austin market
Client Performance Improvements
Aggregate Client Results (47 Clients Combined):
Overall Marketing Performance:
- Combined client revenue increased 47% year-over-year ($43.2M to $63.5M)
- Total ad spend increased only 19% ($8.7M/month to $10.3M/month)
- Average client ROAS improved from 4.1x to 9.7x (2.4x improvement)
- Estimated $2.94M in wasted client ad spend eliminated through accurate attribution
E-commerce Clients (32 Brands):
Revenue & Efficiency:
- Average revenue per client: +52% (from $875K to $1.33M annually)
- Average ROAS: improved from 3.8x to 10.2x
- Average CAC decreased 34% (from $72 to $47)
- Average conversion rate improved 41% (from 2.3% to 3.2%)
Attribution Insights Revealed:
- Meta was undervalued by average of 38% across portfolio
- Google Branded Search was overvalued by average of 61%
- TikTok was undervalued by average of 73% (now major channel for 18 clients)
- Email influence was 4.2x higher than last-click attribution showed
Identity Resolution:
- Average visitor identification rate: 27.4% (up from 7.2% = 3.8x improvement)
- Extended retargeting reach by average of 312% per client
- Cart abandonment recovery rate improved from 11% to 29%
Top E-commerce Client Success Story: Premium Outdoor Gear Brand
- Revenue: +89% ($2.1M to $4.0M)
- ROAS: 4.2x to 13.8x
- Identified TikTok was driving 68% of new customer acquisition (was considered “failing” channel)
- Reallocated $43K/month from Google to TikTok and Meta
- Attribution revealed YouTube pre-roll drove highest LTV customers
B2B SaaS Clients (15 Companies):
Pipeline & Revenue Impact:
- Average MRR growth: +38% per client
- Marketing-sourced pipeline increased 67%
- Cost per qualified lead decreased 29% (from $340 to $241)
- Lead-to-customer conversion rate improved 23%
Attribution Breakthroughs:
- LinkedIn was undervalued by average of 42% (strong influence on enterprise deals)
- Content marketing/SEO influence was 3.7x higher than direct attribution showed
- Webinars drove 2.4x more pipeline than last-click suggested
- G2/Capterra review influence measurable for first time
Complex Journey Insights:
- Average SaaS customer touchpoints: 11.3 (was 3.1 with last-click)
- Enterprise deals: average 18.7 touchpoints over 87 days
- Multi-channel attribution revealed 82% of conversions involved 4+ channels
Top SaaS Client Success Story: Project Management Software Company
- MRR growth: +127% ($87K to $197K monthly)
- Marketing-sourced pipeline: +203%
- Attribution revealed LinkedIn and targeted content were driving 71% of enterprise deals
- Reallocated budget from generic Google Ads to LinkedIn and ABM campaigns
- Identified webinar attendees had 8.4x higher conversion rate
Specific Client Case Examples
Client: Artisan Coffee Roasters (E-commerce)
Before LayerFive:
- Annual revenue: $1.2M
- Monthly ad spend: $32K
- ROAS: 3.1x (platform-reported)
- Tools: Google Analytics, Supermetrics, Looker Studio ($4,200/year)
After LayerFive:
- Annual revenue: $2.4M (+100%)
- Monthly ad spend: $38K (+19%)
- True ROAS: 11.6x (3.7x improvement)
- LayerFive cost: $3,588/year (saved $612/year on tools)
- Momentum Digital commission: $718/year
Key Insights:
- Instagram Reels (organic) drove 34% of revenue (completely unmeasured before)
- Subscription program had 3.2x higher LTV than one-time buyers
- Product affinity modeling increased cross-sell revenue by $187K
- Cart abandonment recovery improved from 8% to 31%
Client: CloudOps SaaS Platform (B2B SaaS)
Before LayerFive:
- MRR: $143K
- Monthly marketing spend: $52K
- Cost per SQL: $420
- Tools: HubSpot, Google Analytics, Salesforce dashboards
After LayerFive:
- MRR: $267K (+87%)
- Monthly marketing spend: $61K (+17%)
- Cost per SQL: $287 (-32%)
- LayerFive cost: $7,788/year
- Momentum Digital commission: $1,558/year
Key Insights:
- LinkedIn was driving 61% of enterprise pipeline (appeared to be only 23% in last-click)
- Technical blog content influenced 78% of conversions (completely invisible before)
- Demo requests had 12-day consideration period with 6.8 average touchpoints
- Reallocated $18K/month from Google Search to LinkedIn and content syndication
Client: Sustainable Fashion Brand (E-commerce)
Before LayerFive:
- Annual revenue: $780K
- Monthly ad spend: $18K
- ROAS: 2.9x
- Considering dropping TikTok (appeared unprofitable)
After LayerFive:
- Annual revenue: $1.64M (+110%)
- Monthly ad spend: $27K (+50%)
- True ROAS: 10.3x
- Kept and scaled TikTok dramatically
Key Insights:
- TikTok was actually the highest-performing channel with 14.2x true ROAS
- 87% of TikTok conversions happened 5-14 days after exposure (missed by last-click)
- TikTok drove youngest, highest-LTV customers
- Scaled TikTok from $3K/month to $12K/month
- Meta and Google were cannibalizing TikTok-driven demand
Agency Operational Metrics
Client Onboarding Acceleration:
- Onboarding time: 4-6 weeks → 3-5 days (85% reduction)
- Time to first insights: 30-45 days → Same day (immediate value)
- Setup cost per client: $4,200 → $380 (91% reduction)
- Enabled agency to onboard 3x more clients with same team
Reporting Efficiency:
- Manual reporting hours: 140/week → 11/week (92% reduction)
- Cost of reporting labor: $9,800/week → $770/week ($470K annual savings)
- Client report satisfaction: 6.2/10 → 9.4/10
- Executive summary generation: 4 hours → 15 minutes per client
Client Communication & Trust:
- Clients with “high confidence in data”: 34% → 96%
- Client NPS (Net Promoter Score): 23 → 78
- Clients willing to increase retainer: 18% → 67%
- Client referrals generated: 3/year → 14/year
Competitive Differentiation:
- Agency win rate on new business: 31% → 64%
- Able to charge 25-40% premium vs. competitors
- Only agency in market offering unified attribution as standard
- “Data-driven results” positioning now credible and differentiated
Financial Impact: Agency + Clients
Agency Direct Financial Benefit:
- LayerFive commissions (Year 1): $124,000
- Higher retainer revenue: $186,000
- New clients enabled: $110,000
- Total new revenue: $420,000
- Operational cost savings: $470,000/year (reporting labor)
- Increased profit margin: +$668,000/year
- Total financial impact: $1.09M in first year
Aggregate Client Financial Benefit (47 Clients):
- Additional revenue generated: $20.3M (from improved ROAS and channel optimization)
- Wasted ad spend eliminated: $2.94M
- Analytics tool savings: $1.87M annually (clients replaced old stacks with LayerFive)
- Total client financial impact: $25.11M
Combined Agency + Client Value Created: $26.2M in 12 months
Key Success Factors
1. Unified Platform Across Entire Portfolio Standardizing all 47 clients on one platform eliminated data fragmentation and enabled portfolio-wide insights and benchmarking.
2. Accurate Attribution Finally Delivered Momentum Digital could finally prove their value with credible, unified attribution that showed true channel performance beyond platform-reported metrics.
3. Operational Efficiency Unlocked Growth Eliminating 129 hours of weekly manual work freed the team to focus on strategy, optimization, and client acquisition—enabling 68% revenue growth.
4. Commission Structure Aligned Incentives 20% Year 1 commission ($124K) created immediate financial upside while clients saved money replacing expensive legacy tools.
5. Client Trust & Retention Transformation Transparent, accurate data rebuilt client trust, slashed churn from 28% to 3%, and extended average client lifetime from 14 to 48+ months.
6. Differentiated Market Positioning LayerFive enabled premium positioning as “the data-driven agency” with proprietary attribution capabilities competitors couldn’t match.
7. White-Label Flexibility Ability to present LayerFive as agency’s own technology created brand value and justified higher retainers.
Customer Testimonial
“LayerFive didn’t just improve our agency—it saved our business and unlocked growth we didn’t think was possible. We were drowning in manual reporting, losing clients due to data trust issues, and turning away new business because we couldn’t scale. The platform gave us back 140 hours every single week, eliminated the reporting nightmare, and—most importantly—gave us credible attribution that finally showed clients the truth about their marketing performance.
The results speak for themselves: we went from 28% annual churn to just 3%, grew revenue 68%, and more than doubled our profit margin. We’re now taking on enterprise clients we previously couldn’t serve, charging premium rates, and our team is doing strategic work instead of spreadsheet hell. The commission structure is incredible—we’ve already earned $124K in Year 1 commissions, and that’s on top of the operational savings and growth enabled by the platform.
But the real transformation is in client outcomes. Our clients have collectively generated an additional $20.3M in revenue, eliminated nearly $3M in wasted ad spend, and finally have confidence in their marketing data. When your clients win this big, retention and referrals take care of themselves. LayerFive is the single best investment we’ve made as an agency, and I can’t imagine running this business without it.”
— Marcus Rodriguez, Founder & CEO, Momentum Digital Agency
Looking Forward: Agency Growth Strategy
With LayerFive as their core platform, Momentum Digital has ambitious expansion plans:
Next 12 Months:
Scale to 75+ Clients
- Target: 28 new client additions
- Focus: Mid-market e-commerce ($5-20M revenue) and SaaS ($500K-$2M ARR)
- Enabled by operational efficiency and fast onboarding
Launch “Enterprise Analytics Package”
- Premium service tier using advanced Edge features
- Predictive LTV modeling and automated budget optimization
- Target pricing: +$3,000-5,000/month per client
- Projected 15 clients in first year = $540K-900K additional annual revenue
Expand Team by 60%
- Hire 5 senior strategists focused on data-driven optimization
- Add 3 creative specialists with performance analytics focus
- Hire 2 client success managers to support portfolio growth
- Total team: 23 → 37 employees
White-Label Technology Offering
- Launch “Powered by Momentum Analytics” for select enterprise clients
- Premium positioning as agency with proprietary technology
- Additional $150K-250K annual revenue from white-label fees
Geographic Expansion
- Open satellite office in New York for East Coast enterprise clients
- Target $5M+ revenue brands requiring sophisticated attribution
- LayerFive platform enables remote client management
Financial Projections (End of Year 2):
- Agency revenue: $3.2M → $5.8M (+81%)
- LayerFive commissions: $124K → $287K (larger client base, Year 2 10% ongoing)
- Agency profit margin: maintain 28%+ ($1.62M profit)
- Client portfolio value: $6.4M annual recurring revenue
About LayerFive Agency Partner Program
LayerFive’s Agency Partner Program is designed specifically for marketing agencies managing multiple clients across e-commerce and B2B SaaS. We provide:
Agency Benefits:
- 20% commission (Year 1) on all client subscriptions
- 10% ongoing commission (Year 2+) for sustainable passive income
- Agency-level unified dashboard across entire client portfolio
- White-label options for premium positioning
- Dedicated agency success manager and priority support
- Fast client onboarding (3-5 days vs. weeks)
- Standardized templates and best practices
Client Benefits:
- Unified marketing data platform (Axis)
- Accurate multi-touch attribution (Signal)
- AI-powered predictive audiences (Edge)
- Agentic AI insights (Navigator)
- Cost savings vs. traditional analytics stacks ($100K-300K+ per year)
Ideal For:
- Performance marketing agencies
- Full-service digital agencies
- Media buying agencies
- E-commerce specialists
- B2B SaaS marketing agencies
- Agencies managing 10+ clients with $50K+ monthly combined ad spend
Ready to transform your agency and generate new revenue streams?
Contact us at Partners or visit layerfive.com/partners to learn more about our Agency Partner Program.
