GoGuardian
EdTech
$150MM, 600 Employees
11 months
How GoGuardian Modernized GTM Reporting and Funnel Visibility
GoGuardian went from a transactional to Account Based GTM System Architecture with zero downtime.
GoGuardian went from a transactional to Account Based GTM System Architecture with zero downtime.
GoGuardian had grown into a multi-product SaaS organization serving complex customer segments. Over time, that growth introduced significant technical debt across Salesforce and HubSpot leading to Customer and ABM Marketing challenges.
Marketing across product lines had become increasingly difficult as they were creating duplicate leads to measure the start of a new sales process. Funnel reporting was fragmented. Leadership lacked a reliable, shared view of performance across Marketing, Sales, and Customer teams.
Key challenges included:
As a result, GTM decisions were being made on partial or conflicting data — slowing execution and limiting confidence at the leadership level.
The Sales Nerd partnered with GoGuardian as a long-term RevOps architecture partner, focused on outcomes rather than one-off fixes.
While the engagement spanned almost a year, the approach prioritized early wins alongside foundational redesign — ensuring immediate impact while building toward long-term scale.
We:
Every design decision was anchored to clarity, alignment, and long-term scalability — not short-term workarounds.
