Case Study: Moss Adams achieves 5X faster lead follow-up with ON24

By integrating CPE engagement data, Moss Adams speeds up lead follow up time by 5X

Moss Adams, a 3,800‑person professional services firm, relied on CPE webinars for demand generation but had no standardized process—each event was built from scratch, branding and compliance were inconsistent, attendee data was fragmented, and sales follow‑up was slow and inefficient, limiting scalability.

By building a templated, automated CPE program on ON24 and integrating engagement data with Marketo and Microsoft Dynamics, Moss Adams standardized event production and pushed rich attendee profiles to sales. The result: 66% faster webinar setup, 5x faster lead follow‑up, roughly a week of work saved per year, better lead qualification and increased closed deals.

Moss Adams

Emily Bright

Digital Marketing Manager