Project Case Studies

Outdated CRM made it difficult to manage complex stakeholder relationships across quotes and renewals.

Manual checks slowed quoting, reducing conversion speed and increasing admin workload.



Complexvariations made it difficult for customers to find the right product quickly.

A poor on-site experience and clunky search reduced product findability and conversions.


Poor local search visibility limited reach against larger, national competitors.

Reliance on print ads left the business invisible in an increasingly digital market.

Leads from multiple marketing channels weren’t tracked centrally, slowing follow-up and hurting conversions.

Clinic experienced a low number of repeat visits and long-term customer engagement.

A desktop-only website created friction for mobile users, limiting engagement and conversions.

Inconsistent branding between online and offline materials weakened customer trust and recognition.

Users lacked awareness of compliance needs and confidence in software compatibility.

Email campaigns weren’t landing—key customers still preferred offline communication.


Manual quote and renewal processes slowed sales and created operational bottlenecks.

The brand lacked local presence and emotional connection with its audience.

Lack of buyer focus and content left the brand invisible online and misaligned to customer needs.

Website content didn’t reflect services, locations, or FAQs that potential clients were searching for.


The website lacked a structured flow to move visitors from interest to booking.

Lack of structured post-sale communication weakened customer relationships and renewals.

Lack of visual consistency limited customer confidence and market recognition.
Battle-Tested Approaches for Bold Goals
