The problem

IQX had to compete with Salesforce and other big names as an unknown SaaS brand. The company couldn’t afford a marketing team, and past campaigns had failed.

Our solution

A website overhaul, brand visibility, and powerful SEO that took IQX from a faceless online non-presence to Google page 1 with 10 times more quality leads and double the revenue.


  • B2B + SaaS + Sales

Cozy Services

  • Brand strategy & design
  • Website design & development
  • Printed marketing materials
  • Content marketing
  • Search Engine Optimization (SEO)

Real-world results

They understand our business, and we have developed a high level of trust in all that Cozy does. They have a high degree of fiduciary duty, which compliments their creativity, ensuring that we stay within budget without sacrificing creative output.
Increase in
sessions / month
Increase in
users / month
Increase in
organic traffic
Increase in
direct traffic

Before Cozy

IQX knew their current site didn’t reflect their innovative services, much less stand up to their competitors in visibility and design. Despite their best efforts, the site functioned as only a home base for existing clients to access their software rather than generating leads.

The design and logo were severely outdated, the site didn’t rank for competitive keywords, and the voice didn’t mirror the company’s professional B2B offering. IQX knew how to implement and sell CPQ software; they didn't know branding, website design, or marketing. We do!

360° rebrand

We knew IQX could stand apart from the competition.

So we drove a massive overhaul, from the branding to the website to the marketing. We needed to evoke a confident and subtle connection to the likes of Salesforce’s Steelbrick.

Relaunching a brand

  • Collaborated with client to understand their style and mission
  • Conducted in-depth research of brand and competitors
  • Integrated client feedback and our recommendations
  • Created mood boards to close in on a stylistic direction
  • Developed new internal site architecture for smooth user experience
  • Built out core messaging around a newly compelling voice and tone
  • Aligned voice and tone with new target markets
  • Provided ongoing content strategy and support for professional-grade copy and design
  • Produced marketing collateral based on refreshed branding and site
We found in the Cozy team, which offered — and continues to offer — a 360-degree approach, guiding us through branding, marketing communications, lead generation, and assisting with the workflow and visual design elements of our own software.

A brand is born

Contemporary feel. Professional colors. An in-built mark. A concise tagline.

Of course, the logo redesign didn’t happen overnight; we did many iterations to obtain the ideal understated yet professional feel. Cozy began by drawing out sketches, then designing early digital work.

Digital logo sketches

Logo approach

  • A modern, industry-appropriate logo treatment
  • More sophisticated, less saturated colors
  • New “onward and upward” arrow in “Q” honors and reinvents old brand
  • Color that mirrors the B2B SaaS field but stands on its own
  • Production of core logo assets in every needed form

Assets created

  • Logo — Production of core assets in every requisite form
  • Full-color, single-color, white-and-black alternatives
  • Standalone marks and logotypes
  • Typography standards
  • Iconography and illustration

Taking it to the web

The IQX website needed to reflect the new branding’s modern and approachable look. The new website wasn’t just a refresh of palettes and layouts but a top-to-bottom overhaul.

Go to Site

How we created a site that generated 2× the revenue

We transformed their lackluster, outdated site into a lean, lead-driving machine that revolutionized the company’s sales approach. Some of what got us there:

  • Attention-grabbing hero paired with strong call to action
  • Concise copy explaining IQX’s core offering
  • Integrated forms to convert users into leads
  • Improved user experience fulfills expectations and guides conversion
  • New interface and colors reflect innovative services
  • Keyword-rich copy boosts Google rankings
IQX website at three device breakpoints.

Content  & marketing

We knew that IQX would need ongoing, dedicated marketing support and materials to continue to compete in their vast industry.

We delivered additional requisite marketing strategies for this continued success

  • Business cards and brochures for booths, meetings, and conferences
  • Whitepaper “RFP Responses Made Easy” to engage and convert leads
  • IQX’s enhanced reputation and presence as a CPQ expert
  • Lead-generating campaigns for strong brand awareness
IQX RFP page thumbnails.

We went above and beyond the blog to grow and sustain IQX’s web traffic. We promoted content to major, far-reaching industry influencers, including Capterra, CRM Software Blog, and technology partners like Zoho.

One of the immediate benefits we saw was a spike in high-quality leads. This steady lead intake allowed us to build a business baseline and focus on long-term planning.
The impact was immediate and measurable. For years the incredible returns stacked.
Are you ready?

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Let’s have coffee.

Let's chat about your digital needs. We love to be the good guys. We know you've probably been burned before, and our first job will be to rebuild your faith. That starts with a cuppa joe, on us.

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