Customer Story

Jason Ogden: Syrup Marketing

Background

Syrup Marketing is a B2B marketing agency based in Atlanta, Georgia. Led by President Jason Ogden, the company focuses on helping businesses grow through brand strategy, marketing efforts, visual identity, and web design. Syrup Marketing has developed a proven framework to connect businesses with their customers at every stage, emphasizing connecting, cultivating, and championing their clients.

"I needed two things—the ability to make really granular and intelligent forecasts. As well as something that could actually track relative to those forecasts."

Jason Ogden

President, Syrup Marketing

Problem

As Syrup Marketing was poised for growth, Jason Ogden faced the challenge of ensuring they were making the best strategic decisions for the agency's success. He needed a way to make granular and intelligent forecasts while also tracking the company's performance relative to these projections. Without a dedicated financial staff to monitor these metrics daily, Jason needed a solution that would allow him and his team to manage finances confidently and adapt quickly to changing circumstances.

Jason Ogden, President of Syrup Marketing

Solution

Jason discovered LivePlan and found it met his needs for both forecasting and performance tracking. LivePlan's forecasting features allowed him to set budgets and goals, while its accounting-connected solution enabled easy tracking of actual performance against projections. The software's intuitive interface and step-by-step planning processes made it possible for Jason and his team to take on financial management themselves, without the need for a dedicated financial staff.

Outcome

Using LivePlan, Jason gained the ability to explore different scenarios, identify areas for improvement, and conduct robust performance reviews through the LivePlan dashboard. The tool has empowered Syrup Marketing to leverage technology to anticipate future trends and adapt quickly. By actively managing their plan and finances through LivePlan, Jason can keep everyone on his team informed about the agency's direction and the specific decisions being made to achieve their goals. This proactive approach to financial management and strategic planning has positioned Syrup Marketing to measure its progress more effectively, and make better decisions.