How We Work

How We’re Different


Your Partner to Drive Engagement and Build your Business

With an audience of millions of corporate finance professionals, Proformative offers the most advanced thought leadership and demand generation platform for companies that address all the various products and services directly impacted by the office of the CFO: finance technology, consulting services, benefits, corporate liability insurance, and more.

Whether you would like to build on your relationships with existing prospects or reach an entirely new audience, we work closely with you to develop an integrated marketing solution to meet your objectives.

We begin by learning your strategic agenda and then develop a program to build market awareness through a convergence of thought leadership, branding, and demand generation programs designed to accelerate time-to-close for your leads and dramatically increase marketing ROI. Our process includes the following steps:

  1. Identify and agree to your deliverable goals
  2. Proformative presents a tactical multi-tiered plan to impact reach and generate leads
  3. A seasoned, client-focused Customer Success Manager is assigned to the account.
  4. As each program is executed, results are reviewed and incremental marketing cycles launched to drive agreed- to results
  5. Quarterly Business Reviews to assess results and fine- tune programs for the remainder of the year

Sample Marketing Program

Our client wanted to generate new visibility and leads for their SaaS product. Their goal was to reach 3,000 executive buyers. Proformative worked with our client to define the right target audience, and then built a multi-tiered marketing program that included thought-leadership, branding and webinars.


Webinars Lead Potential Frequency
Sponsored Webinars, March-September 1000-1750, total 5
Tech Demonstrations, September-December 300 – 400 3


Events Lead Potential Frequency
ProformaTech, 2013 300-400 Attendees 1
CFO Dimensions, 2013 300 – 400 1

Online Marketing Programs

Online Channel Frequency
B2B Marketplace 1
B2B Marketplace Featured Video, March-September 3
B2B Marketplace Featured Listing 1
Whitepaper, featured placement in weekly newsletter, 1x per month 12
“Ask the Expert” sponsorship: one expert promoted across One full year
Site sponsorship, May-October 6 months