Case Study: Reach Reporting

Built for Impact. Scaled with Intention.

Overview

When Reach Reporting approached us, they had already built something powerful—a platform that could change the way financial data is visualized. But after four years of product development and several failed marketing partnerships, traction was limited. That’s when they turned to Ballard Branding.

With a tight, cross-functional team of just four (two from our team, plus their internal project manager/architect and Google Ads specialist), we worked in lockstep with Reach to build not just traffic or leads, but a brand that could scale.

Overview

When Reach Reporting approached us, they had already built something powerful—a platform that could change the way financial data is visualized. But after four years of product development and several failed marketing partnerships, traction was limited. That’s when they turned to Ballard Branding.

With a tight, cross-functional team of just four (two from our team, plus their internal project manager/architect and Google Ads specialist), we worked in lockstep with Reach to build not just traffic or leads, but a brand that could scale.

The Challenge

Reach Reporting was competing in a space dominated by VC-backed competitors with 20+ person marketing departments and multi-million dollar budgets. They needed:

  • A clear, professional brand
  • A site that performed and converted
  • Visual reports that matched their product promise
  • Organic visibility to compete with funded players
  • A sustainable content strategy

And they needed to do it all with a small team and limited resources.

Our Approach

We didn’t throw money at the problem. We focused on building a strong, scalable foundation:

  • Rebuilt the website to reflect performance, clarity, and SEO fundamentals
  • Refreshed their brand assets without losing the feel of the original logo
  • Designed and launched dozens of custom financial reports for in-app use
  • Built a blog strategy that aligned with user intent and long-term rankings
  • Collaborated with their Google Ads specialist to complement organic wins Updated their pricing page and checkout experience to reduce friction
  • Worked side-by-side with Reach’s internal team to ensure brand and product alignment

This was not an outside agency dropping deliverables. It was a team moving as one.

Our Approach

We didn’t throw money at the problem. We focused on building a strong, scalable foundation:

  • Rebuilt the website to reflect performance, clarity, and SEO fundamentals
  • Refreshed their brand assets without losing the feel of the original logo
  • Designed and launched dozens of custom financial reports for in-app use
  • Built a blog strategy that aligned with user intent and long-term rankings
  • Collaborated with their Google Ads specialist to complement organic wins Updated their pricing page and checkout experience to reduce friction
  • Worked side-by-side with Reach’s internal team to ensure brand and product alignment

This was not an outside agency dropping deliverables. It was a team moving as one.

The Results

In five years, here’s what we helped Reach Reporting accomplish:

Organic & Brand Growth

  • Site traffic grew from 130 to over 22,000 monthly visitors
  • Keyword rankings:
    • Top 3 positions: 10 → 48
    • Positions 4–10: 50 → 175
  • SERP features: 20 → 406 (FAQ, How-to, List, and Table features)
  • Over 2,500 user connections from a cold start

Product & Retention Wins

  • Designed top-tier visual report templates still used in-app today
  • Improved brand trust and clarity across all customer-facing assets
  • Maintained a churn rate of just 2.5%
  • Reclaimed 15% of previously canceled users

Sustainable Scaling

  • Established a trusted SEO foundation that drives compounding value
  • Created alignment between product, brand, and paid media
  • Supported scaling paid campaigns to $30K/month while reducing waste

What Made It Work

This wasn’t a massive team or a seven-figure budget. It was:

  • A strategic partnership

  • A shared vision

  • A team of four committed to consistent execution

When the foundation is right, the growth doesn’t need to be flashy. It just works.

What Made It Work

This wasn’t a massive team or a seven-figure budget. It was:

  • A strategic partnership

  • A shared vision

  • A team of four committed to consistent execution

When the foundation is right, the growth doesn’t need to be flashy. It just works.

trade show booth

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Metric Growth Strategic Value
Traffic: 130 → 22,000+ ~16,800% increase Massive brand visibility and demand growth
Top 3 Keywords: 10 → 48 +380% Dominating key search terms over time
4–10 Keywords: 50 → 175 +250% Building broad organic relevance
SERP Features: 20 → 406 +1,930% Exceptional—means structured content & authority
User Connections: 30 → 2,500+ Real community growth Brand trust & engaged user base
Recovered 5% of churned users Strategic re-engagement Shows successful retention campaigns
Revenue: (implied) significant increase Long-term client health Most powerful metric for stakeholders

Monthly Visitors

MRR

User Connection

SERP Features