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Demand Audit & Roadmap

Agility Recovery

Recovered hundreds of lost leads and rebuilt the demand engine for a PE-backed business continuity leader.

Agility Recovery case study
Industry

Business continuity · PE-backed

Engagement

Demand Engine Audit & Roadmap

Timeline

Project-based engagement

Services

Salesforce, Pardot, lead ops, demand strategy

The Challenge

A demand engine that was leaking leads — and revenue.

Agility Recovery is a PE-backed leader in business continuity and disaster recovery services, owned by LLR Partners. As the business scaled, the marketing technology stack — built around Salesforce and Pardot — had accumulated layers of process debt: orphaned leads, misrouted handoffs, and unclear ownership across the funnel.

The team suspected significant value was being lost between the moment a lead entered the system and the moment sales engaged it — but couldn’t see exactly where. They needed an outside operator to map the actual demand engine, surface the inefficiencies, and design what good should look like.

The Approach

Audit the current state. Model the ideal state. Bridge the gap.

Pitchblende conducted a comprehensive demand engine audit across every channel feeding the funnel — Salesforce, Pardot, paid media, email, and adjacent marketing programs. We meticulously diagrammed the current state, then designed a target-state omni-channel demand engine that would actually deliver on the marketing investment.

  • End-to-end systems audit — Mapped the full lead flow across Salesforce, Pardot, paid media, email, and operational handoffs — identifying every gap, dead-end, and orphaned routing rule.
  • Lead recovery sweep — Surfaced hundreds of valuable leads that had been lost, deprioritized, or stranded in the system — with prioritized recovery recommendations.
  • Demand engine target model — Built a reference model of an ideal omni-channel demand engine — one that integrates every channel into a single, coherent lead lifecycle.
  • Process & ownership clarity — Defined SLAs, routing logic, ownership boundaries, and escalation paths between marketing and sales to eliminate handoff loss.
  • 12-month execution roadmap — Sequenced implementation plan tied to revenue impact, with quick-wins isolated from longer-term system rebuilds.
The Results

A demand engine built for the future.

Findings delivered as a board-ready audit plus an executable target-state model and roadmap.

100s

Valuable leads recovered from the existing system

5+

Channels integrated into a unified demand engine model

1

Source of truth for lead lifecycle and routing

12mo

Sequenced execution roadmap delivered to the team

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Industry Expertise

Private Equity & Venture

Deep experience working with PE-backed portfolio companies and the operating partners who run them — from demand engine audits to fractional CMO engagements to full marketing rebuilds.

Explore our PE work →

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