Portfolio Work Sample Sanitized / Anonymized

Building a Data-Driven DTC Growth Engine.

How performance forecasting, CRM infrastructure, and enthusiast-segment targeting scaled DTC revenue across a highly complex 12-brand portfolio.

Client Profile

Automotive Performance Parts Co.

PE-Backed, 12 Brands, ~$150M+ Target

Engagement Focus

Embedded DTC Strategic Lead

2024 – 2025

The Engagement

Embedded via independent advisory as the strategic lead for a PE-backed automotive performance parts company. The organization had assembled a powerful portfolio with strong enthusiast communities and real organic reach.

The mandate: Turn that raw asset base into a measurable, scalable DTC growth engine. I led the DTC performance planning, overhauled the CRM strategy, built the Power BI measurement infrastructure, and directed a multi-phase SEO program across the entire complex digital ecosystem.

15+
DTC Websites Managed
30K+
New Keyword Rankings Added
Audience Asset Built
842,000+
CRM Opted-In Subscribers

The Core Challenge

Scale and complexity without the infrastructure to manage it.

Spreading limited resources across 12 business units and 15+ sites simultaneously created "dispersed impact"—a little improvement everywhere, but no dominance anywhere. Furthermore, standard measurement tools were drastically undervaluing the company's biggest growth asset: its enthusiast audience.

The Legacy State

Dispersed Impact & Blind Spots

  • The Peanut Butter Approach: Treating all 15+ websites equally meant budgets and operational focus were spread too thin to drive meaningful lifts.
  • The GA4 Blind Spot: Last-click Google Analytics systematically undervalued CRM. It only captured sessions that came directly from a click, ignoring the massive downstream lift generated by being in the program.
  • Cost Center Mentality: Because CRM's true value was hidden, the program was viewed as an expense rather than a primary revenue engine.

The Infrastructure Build

Concentration & Attribution

  • The 5×15×20 Framework: Implemented a rigid prioritization matrix (five priority categories, ten brands, twenty vehicle platforms) to concentrate effort where compounding was possible.
  • Power BI CRM Model: Built a separate CRM program value model that directly connected HubSpot to DTC revenue data to prove actual program lift.
  • Enthusiast SEO: Deployed a unified SEO strategy making deliberate, data-backed choices about where to compete organically.

Portfolio Growth & Measurement OS

PE ownership teams require visibility to make capital allocation decisions with confidence. This is a conceptual view of the infrastructure that made the ~$150M+ portfolio manageable.

DTC Portfolio Command Center

Orchestrating 12 brands, 842K subscribers, and $150M+ in pipeline.

The 5×15×20 Prioritization Matrix

The strategic discipline of saying "not this site, not this quarter."

5

Priority Categories

Filtering the massive aftermarket parts catalog down to the five product categories that drove the highest margin and recurring enthusiast engagement.

10

Focus Brands

Selecting the top 10 brands out of the 12+ business units to receive dedicated paid media, SEO sprints, and CRM automation resources.

20

Vehicle Platforms

Isolating specific vehicle models (e.g., F-150, Wrangler, Wrangler JL) where the enthusiast communities were most active and easiest to penetrate.

Strategic Takeaways

Why scaling a complex portfolio requires extreme focus and uncompromising data infrastructure.

1. Concentration Precedes Compounding

Trying to grow 12 business units and 15+ sites simultaneously creates dispersed impact — a little improvement everywhere, no dominance anywhere. The 5×15×20 framework concentrated the effort where compounding was possible. In a portfolio with this much breadth, the strategic discipline of saying 'not this site, not this quarter' was as important as any individual tactic.

2. Measurement Infrastructure is a PE Prerequisite

PE-backed organizations need to show returns at the program level, not just the channel level. Building a separate CRM program value model in Power BI—connecting HubSpot directly to DTC revenue data—was the move that shifted CRM from being viewed as an operational cost center to a documented growth asset.

3. The Asset Must Match the Audience

A CRM program that treats enthusiasts like generic buyers fails. An SEO strategy that competes on generic terms rather than specific modification clusters wastes capital. The infrastructure we built allowed the business to finally leverage its massive organic reach into measurable DTC revenue.