G
Case Study 02 — Lead Generation & Operations

Global B2B
Lead Management
Transformation

Focus Lead Gen · Ops
Scale Global · 40+ forms
Platform SFMC · Sales Cloud

The Problem

Fragmented B2B lead capture forms and processes across regions creating inconsistent lead quality, unclear ownership, and low sales confidence.

Multiple teams — Global Marketing, Regional Marketing, Sales, Product and Data — operated with competing priorities and definitions.

Legacy processes and reporting limited scalability, governance, and visibility from lead to revenue.

The Approach

Following a consultation period with relevant stakeholders across Marketing, Operations, Finance, Data, Legal and Product, I designed a new standardised global B2B lead capture form and process with a focus on growing our Enterprise business whilst preserving regional nuances and ownership requirements.

Briefed and managed the build to replace fragmented static forms with a dynamic model that adapts form length based on lead value and recognises returning users — reducing friction while improving lead quality.

The goal wasn't just a better form — it was a shared language for what a lead actually means, globally.

How It Was Done

Acted as the primary point of accountability across global and regional stakeholders, driving alignment, managing risks and keeping delivery on track against timelines.

Integrated the new forms with SFMC and Sales Cloud, enabling automated lead triage, routing and reporting where processes were previously manual or inconsistent.

Consolidated country-level forms into a global framework with one form per country, significantly reducing maintenance effort and simplifying updates across 40+ forms and 3+ languages in certain markets.

What was built
  • Five distinct B2B form experiences across regions
  • Dynamic model — adapts form length by lead value
  • Returning user recognition to reduce friction
  • One form per country, consolidating 40+ forms across 3+ languages
Integrations delivered
  • Salesforce Marketing Cloud — automated lead triage and routing
  • Sales Cloud — replacing manual, inconsistent processes
  • Centralised reporting across all regions
  • Discovery, migration, testing and launch with regional teams
Global B2B lead capture form framework
Outcome & Impact
~1800%
Increase in Enterprise B2B leads following rollout of the new form framework and triaging processes
31 590
Enterprise leads from H1 2025 to H2 2025 — a step-change in volume and quality
12+
Country-level forms consolidated into one unified global framework, reducing maintenance across 3+ languages
Sales Confidence
Sales feedback highlighted a clear improvement in lead relevance and quality, increasing confidence in marketing-generated leads and improving cross-team alignment
Centralised Reporting
Reduced manual effort and intervention by regional teams and decreased ambiguity from a global perspective — enabling clearer visibility from lead to revenue