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Client Case Studies

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Case Study: Serial Entrepreneur Needs Brand Marketing to Increase Sales in a Two-Sided Marketplace

Our client was a highly successful serial entrepreneur with a solid track record of starting new businesses, building them up, and selling them off after 4-5 years. The secret to her success was her ability to develop a product to fit a targeted niche, make initial sales, and then create a scalable, repeatable sales model. 

While growing a company handling expenses for business convention providers, she spotted a new opportunity. So she did what she always did: Launch a new product, and sell, s…

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Case Study: Fragmented Technology and No Marketing Strategy Does Not Produce Results

Our client, a 50-year-old membership organization had a small group of members with intense brand loyalty. These members would describe their relationship to the organization as “I owe my whole professional life to them”. There was a bigger group that expressed the sentiment “we know we can depend on you for only this”. These members would come and go based on when they needed one specific service that this organization was really good at.  

While they had some members who were very loyal, they…

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Growth and Scaling: What's the Difference and Why Does it Matter?

In early 2021, I changed my tagline to Be Ready to Scale®. Shortly after that, I was meeting with a prospect and he asked me, “Why did you choose the word 'scale' instead of growth?”

At first, I was taken aback. It wasn’t a question I was expecting as we were talking about his company and how I could help him. I was happy to answer him though. It’s what makes me different from my competitors.

I explained that growth is something that is usually thought about in linear terms—a company acquires …

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Case Study: When You Need to Rebrand, but the Founders Don't Agree

Sometimes a brand starts with a project with no intention to scale up beyond that project. While this seems to be a nice-to-have problem, it often means that all the elements that defined the marketing of the project, the story of its creation, the name, the description, and talking points become irrelevant.

Our client started this way. Their project name was directly related to the tactical kits that they were assembling for their local community. Within a short four years, their project had b…

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Case Study: How Passion for the Brand and Re-Uniting the Team Created Unstoppable Energy

Most brands would do anything to create the deep emotional connection and intense loyalty enjoyed by our client, a 50-year old regional non-profit. The organization was named after one of its charismatic, larger-than-life leaders. Back in the day, the founders had united the community around their mission of fostering conversations about diversity in various mediums--a public access television talk show, retreats, and workshops. But now, all but the TV show was shut down due to financial mismana…

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Case Study: Growth and Change Elicit Strong Feelings for Everyone in a Company

When the founder left the industry-leading company where he’d worked for the better part of a decade to strike out on his own, he had big ambitions: to compete with his former employer on a global scale, with an offering that would set a new industry standard for ethics, safety, and client value.

He was soon joined by two colleagues he’d met during his 16-year tenure in the industry, who had also become friends. The three shared the same vision for improving the industry, and together they atta…

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Case Study: The Fundamentals of Actually Growing a Profitable Podcast

Over the last few years, I have worked with various podcast hosts and producers to improve their show and take it to the next level. Instead of sharing each one as a separate case study, I figured I would combine it into a frequently asked questions article.

What should I name my podcast?

Naming a podcast and naming your business are two different conversations. There are arguments for both approaches: giving them the same name and giving them a different name. It depends on what the content o…

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Blog-CMO

It's Time to Solve Your Big Marketing Challenge with a Fractional CMO

As a busy leader, you know you need marketing, you know you need resources and tools to manage it, but you don't know where to start. Or, you have at least some of this, but it's not delivering the ROI that you expect. Busy executives of growing companies often hit this turning point where marketing efforts are no longer a match for their plans which often leads to hail mary marketing...producing the lack of results that you would expect. 

What results do you want to achieve? We’ll get you ther…

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Blog-NewMindset

When You Need Trusted Executive Results at a Fraction of the Price

What results do you want to achieve? We’ll get you there.

Fresh Perspective | Executive-Level Expertise | Interdisciplinary Approach | Cost-Effective

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What is a Virtual Chief Marketing Officer?

A Virtual CMO is someone with the ability to work with you to reveal your business goals, design the strategy, programs, and operations you need to reach them, and then execute – all without having to hire and manage full-time staff.

A Virtual CMO can save your reputation and increase your…

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Case Study: A Multi-Faith Organization Re-brand for Growth and Success

Bridging bias and building unity through multi-faith peacemaking.

Project Challenge

The board was interested in creating more consistency with their marketing and better leveraging digital and online marketing. They also were in a prime position where rebranding the organization could give them the blessing of a founding member and be a conversation-starter for new initiatives that the organization was about to launch.


Target Markets

  • Faith-based organizations
  • Faith-based professionals

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