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Case · GroundlineFintech · 2024

A B2C fintech, rebuilt for B2B, without breaking trust.

Groundline had built a beloved consumer product and needed to add a B2B revenue line without alienating the consumers who'd carried them this far. We rebuilt positioning, IA, and the site — and added $11M in B2B pipeline in eight months.

StrategyWeb DesignCRO
Groundline case study key image — A B2C fintech, rebuilt for B2B, without breaking trust.
Fig. · Groundline2024
[01]The receipts
$11M
B2B pipeline, 8 months
0%
B2C churn lift
+38%
B2B trial-to-paid conversion
3
Distinct audience journeys
02 / 04

The brief

Groundline had a million consumer users and a board demanding a B2B story. Every B2C company that tries this fumbles either the consumer trust or the B2B credibility. They wanted to keep both.

03 / 04

What we built

Three distinct audience journeys mapped across a single domain, with information architecture that respected each one. A B2B brand expression that nodded at the consumer DNA without being colonized by it. A pricing page rebuilt around CRO research from 18 customer interviews and four months of session replay.

04 / 04

What changed

B2B pipeline grew to $11M in eight months. Consumer churn was flat — not a single cohort moved more than 1.4% off baseline. Trial-to-paid B2B conversion outperformed industry benchmarks by 38%. The CMO asked us to embed for an additional quarter.

Forma did the thing every other agency told us was impossible.
Sasha Lin · CMO, Groundline
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