Client Testimonials & Case Studies
The best measure of our work is what happens after the strategy is developed. We partner closely with leaders and organizations to solve complex challenges, strengthen their businesses, and create meaningful progress that lasts. Here’s what clients have shared about their experience working with us.
Driving Growth for Newly Established Franchisor
Turning franchise development into scalable revenue.
The Challenge: A national dog grooming franchise was preparing to expand its footprint across the United States and needed a more proactive way to reach prospective franchise owners. Traditional lead generation alone wasn’t enough to support the pace of growth the brand was pursuing. The company needed a structured business development model capable of identifying, engaging, and converting qualified franchise prospects nationwide.
The Solution: We developed and executed a national outbound business development engine that brought franchise marketing, prospecting, sales strategy, and follow-up into one coordinated approach. The model created a systematic way to reach prospective owners, build the franchise pipeline, and support expansion into markets across the country. The resulting business development engine contributed to approximately $200 million in franchise sales, demonstrating how the right combination of marketing and revenue strategy can become a significant driver of scalable growth.
The Bottom-Line Results
- Over 100 franchise licenses sold across the United States
- Thousands of contacts identified in nationwide pipeline
- $200M outbound sales engine developed from the ground up
- Custom platform built to drive automated business development
Preparing a HealthTech Startup for Acquisition
Strengthening the brand and go-to-market strategy for its next stage of growth.
The Challenge: An early-stage prescription subscription company emerging from a SUNY Buffalo startup incubator was developing a new approach to helping consumers access and manage prescription savings. As the company gained traction, it needed to sharpen its brand, clarify its market position, and develop a stronger go-to-market strategy that would increase its value and prepare the business for future strategic opportunities.
The Solution: We provided strategic advisory, brand development, and go-to-market planning, working with leadership to strengthen positioning, refine the customer value proposition, and build a clearer path to market. The engagement helped professionalize the company’s commercial strategy and prepare the organization for its next stage of growth. The company was positioned to be acquired by GoodRx, providing a successful strategic exit and bringing its capabilities into a larger prescription savings platform.
Bottom-Line Results
- GTM strategy developed for market growth and scale
- Brand positioning & identity strengthened ahead of acquisition
- Executive advisory provided through a critical growth stage
- Incubator → acquisition journey successfully supported
Transforming $100M+ Education Company
From agency dependence to a performance-driven growth model.
The Challenge: Following significant growth during the COVID-era education surge, the organization experienced multiple years of year-over-year decline as demand normalized. Its marketing model remained heavily dependent on a single agency relationship that had been in place for 13 years, with approximately $14M in annual external marketing spend. The long-standing model created significant vendor dependency that had resulted in 5% YoY decline for the past 5 years, while also limiting internal ownership and visibility of strategy, systems, customer data, and performance.
The Solution: We led a transformation of the marketing function, transitioning from the legacy agency model to a more diversified structure that reduced external agency investment from $14M to $5M while rebuilding internal capabilities and specialized partnerships. The work included modernizing paid media, CRM and email strategy, customer acquisition and retention, marketing technology, and go-to-market planning. The new model improved management of a 1.5M-contact marketing ecosystem, and generated 8.3x ROAS on Google advertising—while creating greater organizational ownership of the systems and strategy required for sustainable growth.
Bottom-Line Results
- $14M agency spend to $5M internal operations transformation
- 8.3x ROAS on Google paid media
- Custom-built global retention program created
- 1.5M-contact CRM/email ecosystem optimized
- Enterprise marketing function across strategy, systems, teams & partners
From Local Wellness Service to Multi-Unit National Brand
Building the marketing and sales infrastructure for wellness expansion.
The Challenge: An emerging assisted-stretch and wellness brand was expanding into multiple markets and needed a marketing and sales system capable of supporting growth at both the corporate and local level. New locations required consistent positioning, customer acquisition, promotional strategy, sales processes, and grand-opening support, while regional leaders needed the tools to develop their markets effectively. The organization was also building in a category where recurring memberships, introductory offers, and ongoing customer engagement are central to the business model.
The Solution: Serving as Fractional CMO/CRO, we developed and deployed an integrated marketing and sales system spanning corporate strategy, regional market development, and individual location execution. The work included grand-opening marketing plans, promotional calendars and offers, customer acquisition programs, sales processes, brand and campaign development, commercial production, and local marketing systems that could be replicated as new locations opened. We also worked directly with regional developers on market positioning and location sales while supporting corporate leadership with broader marketing, revenue, and operational needs.
Bottom-Line Results
- National & regional marketing systems developed
- $15K per-location grand-opening marketing framework created
- Corporate + local marketing systems aligned
- Commercial campaigns + promotional programs developed from concept through production
Accelerating Growth for $10M Global K–12 Online Education
Building the people, strategy, and channels needed to scale.
The Challenge: A global K–12 online school and homeschool curriculum provider had reached a point where its growth ambitions had outpaced its commercial infrastructure. The organization needed a stronger go-to-market strategy, an experienced marketing and sales function, a more effective approach to distributor development, and greater accountability around promotional and event investments.
The Solution: Providing VP-level marketing and revenue leadership, we redesigned the organization’s go-to-market approach across marketing, sales, pricing, promotions, distribution, and events. We built and trained a 14-person marketing and sales department from the ground up, revamped and deployed a multi-million-dollar distributor development strategy, and introduced a more disciplined approach to measuring event performance and return. Restructuring pricing and promotional strategy helped drive 30% year-over-year revenue growth, while the new event model generated 3x the previous ROI and created a stronger foundation for continued domestic and international growth.
Bottom-Line Results
- National & regional marketing systems developed
- $15K per-location grand-opening marketing framework created
- Corporate + local marketing systems aligned
- Commercial campaigns + promotional programs developed from concept through production