Case Study - 20266 min read

TaxFlow Solutions cut acquisition cost by 58% in 90 days

Deployed predictive analytics to identify high-conversion segments and automate campaign allocation across channels.

Client

TaxFlow Solutions

Industry

SaaS & Fintech

Duration

12 Weeks

Platform

Predictive Acquisition Engine

Growth that was getting more expensive every quarter.

TaxFlow Solutions had a working acquisition funnel — it just kept getting more expensive to run. Spend was spread across six channels with almost no shared attribution model, so budget decisions were made on gut feel more often than on data.

Ava Coleman, TaxFlow's VP of Growth, brought us in with a specific goal: cut acquisition cost meaningfully within a single quarter, without cutting volume. Anything that required a full rebuild of their marketing stack was off the table — the fix needed to work with what they already had.

TaxFlow Solutions cut acquisition cost by 58% in 90 days

The Approach

Three phases to predictive allocation

01Weeks 1-3

Conversion Signal Modeling

Built a predictive model trained on 18 months of historical conversion data to identify which visitor behaviors correlated most strongly with a paid conversion — well before the point of purchase.

02Weeks 4-7

Automated Allocation Layer

Connected the model directly to a budget allocation layer that shifted spend toward high-conversion segments automatically, in near real-time, rather than waiting for a weekly manual review.

03Weeks 8-12

Integration & Iteration

Built on top of TaxFlow's existing ad platforms rather than replacing them, so the team was live within three weeks and spent the rest of the engagement iterating on the model.

The Results

The results

58%

Lower Acquisition Cost

Achieved within 90 days, without reducing lead volume.

90d

Turnaround

From kickoff to full production rollout across all six channels.

31%

Higher Conversion Rate

On budget reallocated into the model's top-ranked segments.

We'd tried three different attribution tools before this. What actually moved the number wasn't better attribution — it was a system that acted on the prediction automatically, instead of just reporting on it.

Ava Coleman

VP of Growth, TaxFlow Solutions

Key Deliverables

What we built for TaxFlow Solutions

Predictive Conversion Model

Behavior-based scoring that flags high-conversion visitors before they reach checkout.

Automated Budget Allocator

Shifts spend across channels in near real-time based on live conversion signals.

Unified Attribution Layer

A single view of cross-channel performance that replaced six disconnected dashboards.

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