CMO Services Case Study

Winmo

Winmo wanted a fractional CMO. What they got was an unfair advantage.

“Working with Lewis as our Interim CMO gave Winmo an unfair advantage at a critical moment. He quickly energized a lean marketing team, improved workflows and processes, sharpening our market approach. His ability to balance strategy with execution allowed us to relaunch our website, reimagine campaigns, and introduce new products that resonated with both customers and prospects. The measurable impact was clear: stronger lead flow, higher client retention, and marketing fully aligned with revenue goals.”

Overview

Winmo is the go-to sales intelligence platform for media and advertising pros looking to prospect smarter and close deals faster. But even with a strong product and a loyal customer base, the company entered 2025 needing more than just incremental gains. It needed a leap forward.

With ambitious growth goals on the table, including boosting Annual Recurring Revenue (ARR), Total Customer Value (TCV), and client retention, Winmo had to confront some tough realities. Inbound lead flow was flat. First-year churn was higher than desired.. And the marketing function? Overextended and underleveraged.

As if that weren’t enough, the company was also preparing for a potential transaction by year-end. Time was of the essence.

Challenges

Winmo’s leadership was staring down the barrel of a high-stakes to-do list:

  • Revive flat inbound lead generation, which had stalled heading into Q4 2024.
  • Reduce churn, especially in the first year of customer engagement.
  • Re-focus a stretched marketing team, juggling too many priorities with too little impact.
  • Simplify pricing models and clarify messaging to better align go-to-market strategies with buyer needs.
  • Deliver meaningful results fast (ideally by midyear) to maximize the company’s value.

It was clear Winmo needed experienced marketing leadership. Enter TechCXO.

Goals

To navigate this inflection point, Winmo brought in TechCXO’s Lewis Goldman as Interim CMO while the sitting CMO went on maternity leave. But this wasn’t just about filling a seat. Lewis was tasked with delivering tangible, performance-based outcomes. Long odds, short timeline.

The objective was clear: lay the groundwork for sustainable growth, improve marketing efficiency, drive qualified leads, and solidify Winmo’s market position ahead of the company’s anticipated transaction.

Solutions

With TechCXO’s guidance, Lewis stepped in and got to work immediately, mentoring a lean marketing team of just three professionals, optimizing operations, and dialing in on what mattered most. Over the course of the engagement, he:

  • Relaunched Winmo’s website and revamped PPC strategies, dramatically scaling inbound Marketing Qualified Leads.
  • Launched “Did You Know, Winmo?”, a targeted marketing campaign to educate customers and prospects on underutilized product features, which drove adoption, retention, and upsell.
  • Rolled out new pricing modules in both the U.S. and U.K., designed to streamline upsells and reduce friction in the sales cycle.
  • Introduced MarketIQ, a new product line built around competitive spend intelligence for advertisers, opening up a new market segment.
  • Led high-ROI event activations at Digiday, Mirren, and Adweek Europe, all surpassing lead-gen targets.
  • Built a Net Revenue Retention (NRR) playbook, complete with QBRs, new account dashboards, and user interviews to drive engagement and identify expansion opportunities.
  • Streamlined internal marketing operations, improving campaign throughput and aligning the marketing function more closely with sales and product teams.

The result was a revitalized marketing engine: focused, data-driven, and fully aligned with Winmo’s revenue goals.

Lewis Goldman joined Winmo as Interim CMO, and in just a few months, the company not only beat its ARR and TCV targets but also scaled inbound leads, strengthened client retention, and positioned itself for a successful exit…all with a lean team and cost-effective execution.

Lewis Goldman

Fractional CMO

Lewis served as Interim CMO, driving strategic marketing initiatives, revenue growth, and stronger client engagement.

Outcome

During TechCXO’s fractional CMO engagement, Winmo not only surpassed its ARR and TCV targets but also re-energized its inbound lead pipeline, achieving steady month-over-month growth. The company strengthened client engagement and retention, built a scalable foundation for marketing operations, and elevated its competitive positioning in the SaaS intelligence market. Most importantly, these improvements positioned Winmo for a successful exit transaction in August 2025.

Goals crushed

Performance-focused leadership delivered measurable revenue growth and a revitalized marketing engine.

Focus renewed

Winmo left the engagement with stronger marketing alignment, clearer messaging, and improved client outcomes.

“Lewis was more than a fractional CMO, he was a trusted partner to me and our wider leadership team. He brought clarity to our positioning, structure to our go-to-market plans, and momentum to our growth strategy. His contributions not only helped us exceed ARR and TCV targets but also positioned us for a successful transaction. I’d recommend him without hesitation to any company looking for immediate impact and lasting results.”

- Dave Currie CEO

winmo