TeamWhat We DoCase StudiesToolsBook a consultation →
Active Engagement · Continuous since June 2024 · Rebrand-Through-Pivot In Flight
Case Study · Energy Tech · Multi-Year Engagement

A Multi-Year Energy-Tech Engagement Through a Rebrand and a Pivot.

Milestone — the rebranded successor to a clean-energy partner platform — runs on a continuous iExcel engagement that's now 310 tasks deep, with a current strategic pivot into nuclear and geothermal infrastructure targeting. iExcel has been the marketing-ops partner through the original build, the rebrand, and the new vertical-targeting motion.

milestone-engagement.live
Total Shipped
310/317
Account-management tasks closed since June 2024 (~97.8% completion)
Workstream Depth
12
Named workstreams across cold outreach, TOFU/MOFU, conferences, HubSpot
Engagement Length
2yr
Continuous since June 2024 — through rebrand to Milestone
Current Phase
Pivot
Nuclear + geothermal infrastructure vertical targeting

The agency relationship survived a rebrand. That's the receipt.

Most agencies get replaced during a corporate rebrand. iExcel didn't. Milestone is a clean-energy partner-platform program — 310 closed tasks of institutional knowledge, carried into the rebrand.

Asana confirms the depth. The single Account Management project under the prior name shows 310 of 317 tasks closed — a ~97.8% completion rate sustained across nearly two years of continuous operations. That's the volume signature of an engagement that did real work, week after week, without drift.

Layered on top, twelve discrete workstream projects: cold outreach campaigns, free-deal-memo and webinar offers, tracking buildout, conference strategy and campaign execution, market research, advertising channels, top-of-funnel and middle-of-funnel programs, audience buildout and enrichment, and HubSpot updates. Each one a named project, each one with completion receipts.

// Energy Tech · Nuclear & Geothermal Verticals · Infrastructure Buyer

What's run for Milestone across the multi-year arc.

Each workstream is a named Asana project with its own scope, sprint cadence, and close-out. The breadth is the receipt: this isn't a single-channel ad engagement — it's an integrated marketing-ops program.

01 · Onboarding
Client Onboarding
The structured intake that set the foundation — ICP definition, stack baseline, stakeholder map, initial sprint planning.
02 · Continuity
Account Management
The continuity layer. 310 of 317 tasks closed across the engagement window — the sustained discipline that compounds.
03 · Outbound
Cold Outreach Campaign
The primary outbound motion — sequence design, target-list build, sustained outreach discipline.
04 · Outbound
Free Deal Memo / Webinar Outreach
Content-anchored outbound layered on the cold outreach engine — using free deal memos and webinars as the value-add hook.
05 · Infrastructure
Tracking Buildout
The analytics and conversion-tracking infrastructure underneath every campaign. The discipline that lets every decision be evidence-based.
06 · Events
Conference Strategy & Campaign Execution
Industry-event coordination — conference-aligned campaigns, pre-event and at-event activation, follow-up sequencing.
07 · Intelligence
Market Research Project
Vertical intelligence and competitive landscape work calibrated to the energy-tech buyer's actual decision-making process.
08 · Paid
Advertising Channels Buildout
The paid channel architecture — search, social, programmatic — built to support the long-cycle energy-tech sale.
09 · Funnel
TOFU Efforts
Top-of-funnel program — awareness, education, category-evangelism content sized for the slow energy-tech decision cycle.
10 · Funnel
MOFU Efforts
Middle-of-funnel — the conversion-driving content, sequences, and nurture work that moves educated prospects into qualified pipeline.
11 · Data
Audience Buildout / Enrichment
Account-level target list construction and enrichment — the data layer that every channel program reads from.
12 · Platform
HubSpot Updates
The CRM platform discipline — workflows, lifecycle stage maintenance, marketing-automation integrity across the engagement window.

The agency relationship survived the corporate rebrand. Now it's driving the pivot.

Phase 01 · 2024–2026
Multi-Year Foundation Build
Two years of continuous marketing-ops operations under the original brand. Twelve workstreams running concurrently, sprint-paced, with 310 tasks shipped through Account Management and tens more across each named program project. The institutional knowledge accumulated here is what made the rebrand transition seamless on the iExcel side.

The agency a category leader keeps through every transition.

The Milestone engagement is the receipt for a specific iExcel quality: continuity through corporate change. Most agency relationships don't survive a rebrand, a vertical pivot, or a CEO-team restructure. This one did all three, and the work shipped through each transition.

For energy-tech category leaders evaluating long-cycle marketing-ops partners, that continuity is the most important data point. The institutional knowledge that took eighteen months to build in Phase 01 is what makes the Phase 02 pivot to nuclear and geothermal targeting executable on a tight calendar.

The two-line version.

Milestone got the marketing-ops partner that survived a rebrand and is now driving the nuclear and geothermal vertical pivot. 310 closed tasks across twelve workstreams is the receipt.

Book →