Unlock Your Data Goldmine: AI-Powered Sales & Marketing Automation for Challenger Brands
You're sitting on untapped insights that could transform your bottom line. We connect your data, build custom automations, and provide expert consulting—without ever exporting your info. No data leaves the building.
Why Lantern & Watch?
We specialize in mid-market B2B companies in unsexy niches like niche trade publishing, industrial supplies, and corporate education services. As challengers frustrated with inconsistent leads and strategies, you need more than dashboards—you need action. Our blend of data integration, AI automations, and ongoing consulting delivers precise results: lead validation, ideal customer journeys from closed deals, churn prediction, and competitor intelligence.
Proprietary Infrastructure
Proprietary infrastructure for stickiness—you own the data, we own the automations and dashboards.
Zero Compliance Liability
Zero compliance liability—no PII export, anonymized IDs only.
Bespoke Focus
Bespoke for sales/marketing only: No operations or finance distractions.
Our Services
We focus on turning your sales and marketing data into revenue drivers through custom automations and insights.
Lead Validation & Scoring
AI agents enrich and prioritize leads from social, Dun & Bradstreet, and more—cutting waste and focusing your team on winners.
Ideal Customer Journeys
Aggregate post-close data to blueprint winning paths, optimize marketing spend, and prevent bad leads from clogging your funnel.
Churn Prediction
Analyze tickets, usage, and tone to flag at-risk customers and suggest re-engagement tactics.
Competitor & Market Intelligence
Weekly newsletters on industry movers + quarterly deep dives deconstructing rivals' strategies for your advantage.
Our Proven 5-Step Process
From audit to ongoing wins, we minimize disruption and maximize value.
01
Discovery & Mapping (30 Days)
Audit data sources, spot opportunities, and roadmap automations.
02
Off-Site Build-Out
Develop AI tools securely without impacting your ops.
03
Rigorous Testing with Historical Data
Validate and refine for accuracy.
04
Live Integration & Review (Steps 2-4 Combined: 90 Days)
Connect live feeds, build dashboards, and review outputs.
05
Deployment, Training & Ongoing Partnership (8 Months)
Go live, train your team, and consult for continuous optimization.
Meet Our Team
Led by experts with decades in analytics, automation, and consulting.
Drew Donaldson, Founder & CEO
With over two decades of expertise in marketing consulting and analytics, coupled with a decade pioneering automation and AI solutions, Drew developed one of the first lead intent databases tailored for the institutional finance sector. This groundbreaking tool has been trusted and utilized by global leaders including JPMorgan, Goldman Sachs, State Street, Vanguard, and BlackRock, empowering them to refine their sales and engagement strategies.
Rob Kadar, Lead Scoring and Prospect Engagement Consultant
As the founder of Evonomics and former Head of Digital Marketing at CUNY, Rob brings nearly two decades of expertise in marketing and analytics to our team. He co-developed "Engagement Base," our proprietary lead scoring and engagement analytics system, which empowers precise prospect prioritization and dynamic interaction strategies tailored to high-ticket B2B and B2C environments.
Lenora Edwards, Performance Consultant
Lenora's understanding of neuropsychology is unmatched—there is no one better at deciphering the hows and whys of human behavior. As a 2x TED speaker, frequent keynoter, and published author, she not only helps you understand your prospects and clients but also your team and their internal dynamics, driving optimized performance through deep behavioral insights.
JC Lightcap, Operations Consultant
JC doesn't get lost in the woods—he builds a cabin and calls it home, embodying a true systems thinker who excels as the ideal partner for developing and optimizing your business's SOPs and workflows. With his strategic mindset, he streamlines integrations, automations, and operational efficiencies to ensure seamless scalability in sales and marketing environments.
Odessa Martinez, Director of Client Success
As Drew's right-hand woman since 2023, Odessa has orchestrated hundreds of client engagements with hyper-vigilance toward planning and timelines. Soft-spoken yet respected by all, she ensures seamless onboarding, ongoing support, and high retention rates, making her the cornerstone of our client relationships in delivering tailored sales and marketing optimizations.
Jazmine Sebastian, Director of Business Development
If you're reading this page, Jazmine likely had a hand in it—she's our resident "pitbull," renowned for her unmatched professional persistence. Famous for booking three sales calls within her first 24 hours with us, she drives lead generation, partnerships, and outreach with relentless energy, fueling our expansion into mid-market B2B niches.
Boris Blum, Advisor
Boris carries much of the credit for the creation of Lantern & Watch, as a simple catch-up call with him led Drew down the rabbit hole of developing the cutting-edge technology and strategies the firm is built upon. As the owner of MyCEO, Boris brings decades of experience helping businesses transform and scale their operations, providing invaluable guidance on target sectors and strategic growth.
Success Stories
Institutional Shareholder Services (ISS)
Revitalized a failing media production pipeline, boosting traffic by 600% and stabilizing $2.8M in revenue through custom automations and real-time reporting.
ROI: 4x in Year 1 | Timeline: 6 months
MyCEO
Reduced lead research time by 120x with AI-driven workflows, enabling faster prospect validation and higher conversions.
ROI: 5x in Year 1 | Timeline: 3 months
Be Our Next Success Story
Click here to be our next case study—let's transform your data into wins.
Pricing
Transparent and value-based: Start with discovery, scope the build-out, then ongoing consulting tailored to your needs.
Step 1: Discovery & Mapping
$2,400 (flat fee for 30 days).
Build-Out (Steps 2-4)
Scoped based on complexity (typically $10K-$25K for 90 days).
Ongoing Consulting (Step 5)
$2,400+/month for 8 months+, scaled to your desired level of support (e.g., basic dashboards vs. full intel/churn).
Additional note: No long-term lock-ins—cancel anytime, but keep your data and strategies while we retain the automations for seamless continuity if you stay.
Ready to Unlock Your Goldmine?
Contact us for a free audit or demo. Let's discuss how we can boost your sales and marketing.
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