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Case Study Overview

When Synario, a leader in financial modeling, wanted to dramatically accelerate its growth in Q4 2024, the company came to LAIRE.

We crafted a thorough marketing strategy, accompanied by an actionable plan for implementation, focused on aligning brand messaging, user experience, and audience targeting — and the results* speak for themselves:

  • +220% increase in total lead form submissions
  • +125% growth in website traffic
  • +24% boost in conversion rate

*Data represents Q1 2025 vs Q1 2024 

Here’s how we helped Synario transform its marketing roadmap into real, measurable growth.

 

Who Is Synario?

Case Study- From Strategy to Execution — and Real Results-02

Synario offers powerful, flexible financial modeling platform tailored for higher education institutions and other complex organizations. The company’s mission is to help clients make smarter financial decisions through dynamic, scenario-based planning.

Before working with LAIRE, Synario had a solid product, but was struggling with:

  • Marketing content that could be better aligned with key audience personas
  • Web pages and user experiences that presented opportunities for clearer engagement paths
  • Limited visibility into market position and growth tracking
  • Messaging that could be further refined to highlight the platform’s distinct value

As 2025 approached, the Synario team wanted to boost its inbound funnel, sharpen its positioning, and turn its website into a true demand-generation engine.

 

The Challenge: Missed Connections and Missed Opportunities

Despite having a capable internal team and a strong platform, Synario faced three core marketing challenges:

Persona Confusion

Messaging lacked clarity and alignment with target verticals, leading to an influx of unqualified leads, ineffective targeting, and low engagement.

User Experience Gaps

Key pages, especially the homepage and demo request pages, weren’t optimized for conversion. The UI (user interface) didn’t clearly communicate Synario’s differentiators or guide users toward action.

Market Visibility Issues

With limited insights into how the company performed against competitors, Synario struggled to gauge traction and make data-backed decisions about growth.

 

The Solution: Strategic Focus Meets Tactical Execution

We kicked off with a Marketing Action Plan (MAP) by LAIRE®, consisting of a deep discovery phase, including a full HubSpot portal audit, content performance analysis, and stakeholder interviews.

Our core priorities included:

  • Clarifying and activating buyer personas: We built detailed personas with the intent to implement them across HubSpot workflows, lead scoring, and segmented email nurture campaigns.

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  • Revamping website UX and content: We outlined recommendations for homepage and demo page updates to emphasize Synario’s “remarkables” — the key differentiators that set them apart in a crowded market.

  • Optimizing for conversion and clarity: We recommended making CTAs more visible, simplifying messaging, and adjusting layouts based on heatmaps and behavior data.

  • Tracking market performance: We worked closely with Synario’s leadership to define key performance indicators and adjusted market share metrics, enabling smarter decision-making going forward.

Key tools and platforms:

  • HubSpot Content Hub and Marketing Hub
  • Google Analytics
  • Heatmapping and behavior tracking tools
  • Custom dashboards for persona-specific funnel tracking


Interested in learning more about the Marketing Action Plan by LAIRE®?
Tour our MAP process here

 

The Results: Q1 2025 Performance Snapshot

Upon seeing the completed Marketing Action Plan, the Synario team hit the ground running, infusing their current marketing workflows with our strategic recommendations and suggested tactics.

Following implementation, Synario saw substantial growth* across its funnel:

  • Total Lead Form Submissions: 99 (+220% YoY)
  • Individual Contacts: 88
  • Conversion Rate: 0.55% (+24% YoY)
  • Website Views: 18,081 (+125% YoY)
  • Core Market Share: 55%

*Data represents Q1 2025 vs Q1 2024 

Case Study- From Strategy to Execution — and Real Results-01The results from Q1 2025 are a clear validation of the new marketing strategy produced from the LAIRE Marketing Action Plan that wrapped up in 2024. With these results, Synario is in a dominant position to build on this momentum and accelerate growth.

Beyond the numbers, the engagement delivered strategic alignment:

  • Target personas are now clearly defined and leveraged across marketing and sales
  • UX and messaging are tuned for engagement and clarity
  • Synario’s team is empowered with the tools, training, and plan to keep building on their momentum
  • A clear roadmap of priorities exists to execute on through the next calendar year, as does confidence that Synario will continue to achieve real results

 

Get Strategy-Driven Growth That Lasts

The secret to Synario's success wasn't just a smarter strategy. It was the seamless execution that turned a marketing roadmap into a high-performance growth engine.

Synario gained more than a 220% increase in leads; they gained the clarity to own their market, the confidence to pursue ambitious goals, and the control to turn their marketing investment into predictable profit.

Ready to turn your strategy into results? Let’s talk about your business.

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