Meeting Participants

• @Nima Gardideh (Pear Mill)
• Mackenzie (Ambrook Co-founder/CEO)
• Allie (Ambrook Creative Director)
• Sherry (Ambrook Growth Team)

About Ambrook

• Financial software company (QuickBooks competitor) at ~$3M ARR
• Originally focused on agriculture but expanding to other verticals
• Core product is accounting software with financial features (invoicing, deposits, cards, bill pay)
• Three revenue streams:
  • SaaS subscriptions ($800-1000/year)
  • FinTech (interchange, passive yield, float)
  • Services ($6,000-30,000/year)
• Target customers: Owner-operators with revenues between $250K-$20M without in-house finance teams
• Currently 20% of customers are non-farm businesses

Current Marketing Challenges

• Primarily using Meta (Facebook) ads targeting agriculture
• Working with agencies focused mainly on D2C who don't understand B2B
• Need to expand beyond agriculture to other verticals
• Seeing success with certain customer types but not actively targeting them:
  • Real estate, construction, trucking, services businesses
• Current messaging focused on "messy paperwork" (UGC) and "QuickBooks wasn't made for cowboys"
• Need to evolve messaging toward deeper value props like cost tracking and profitability
• 50% discrepancy between Meta attribution and HubSpot tracking

About Pear Mill's Approach

• Founded by ex-tech founders, applies product development approach to marketing
• Uses monthly sprint process with initiative planning, execution, and learning documentation
• Specializes in B2B SaaS (60-70% of spend) with some DTC experience
• Focus areas:
  • Defining and targeting ICP through event optimization
  • Creative testing to match personas with messaging
  • Building "creative funnels" for different audience segments
• Services include growth marketing, creative, conversion rate optimization, and attribution

Pricing Structure

• Paid marketing management: $15K/month for up to two channels
• Creative services: Additional $10-15K/month
• CRO: Additional fee (not specified)
• Full-service package: ~$30K/month including team of five specialists
• Account audit: $2.5K flat fee

Action Items

• [ ] Pear Mill to send a comprehensive quote for services
• [ ] Pear Mill to share examples of creative work they've produced
• [ ] Pear Mill to provide information on how their design team collaborates with in-house teams
• [ ] Consider Pear Mill's $2.5K Meta account audit as next step
• [ ] Ambrook to evaluate addressing Meta attribution issues