Four B2B businesses across the USA and Canada. Real challenges, real systems, measurable outcomes. No vanity metrics — only revenue results that compound over time.
Investment advisory firm · 42 employees · 90-day engagement
NorthBridge had no ICP clarity, were spending $28K/month on paid media with zero traceable attribution, and their sales team was chasing cold leads from a spreadsheet with no CRM discipline. Pipeline was entirely opaque. Revenue growth had stalled at 6% YoY for two consecutive years despite increasing ad spend.
No CRM — all pipeline in spreadsheets
$28K/month ad spend, zero attribution
Sales team chasing cold leads manually
Revenue stalled at 6% growth for 2 years
No ICP definition or lead qualification
Full 2-week revenue audit across all touchpoints
ICP definition — identified 3 core buyer personas
HubSpot CRM rebuild with 7-stage custom pipeline
Attribution layer across Google, Meta and LinkedIn
LinkedIn authority content system (4 posts/week)
AI-assisted outreach sequences for warm prospects
Monthly revenue dashboard for exec team
Multi-franchise dealership group · 180 employees · 6-month engagement
Seven dealership locations, each running independent marketing budgets with five different freelancers and no shared data infrastructure. Cost-per-lead on Google and Meta had risen 60% over 18 months. Leadership had no real-time visibility into which location, channel or vehicle segment was generating the best ROI. Revenue growth had plateaued for three quarters.
7 locations, 5 freelancers — zero coordination
CPL up 60% over 18 months
No shared data infrastructure across locations
Zero attribution by location or vehicle segment
Revenue flat for 3 consecutive quarters
Central intelligence system unifying all 7 locations
Unified paid media strategy with cross-location attribution
AI-powered inventory-based dynamic ad automation
Lead scoring model segmented by vehicle category
Automated follow-up sequences by segment & intent
Live revenue dashboard visible to all stakeholders
Consolidated agency relationship — one point of contact
Professional certification provider · 28 employees · 4-month engagement
Summit was almost entirely referral-dependent with no structured digital presence, no nurture system and no ability to predict revenue month-to-month. Enrollment cycles were long, erratic and deeply dependent on two salespeople. Leadership wanted to scale without proportionally scaling headcount — but had no infrastructure to support that goal.
95%+ revenue from word-of-mouth referrals
No digital marketing presence or SEO visibility
No email nurture — just a monthly newsletter
Enrollment cycles 3–6 months, no predictability
2 salespeople doing all qualification manually
Brand positioning overhaul — clear authority messaging
Full SWEPS rollout: SEO, LinkedIn, AEO content strategy
AI-powered email automation across 5 enrollment segments
Webinar funnel — top-of-funnel to enrollment pipeline
CRM implementation with predictive lead scoring
Monthly enrollment forecast model and reporting
Lead qualification chatbot to pre-screen applicants
Direct-to-consumer outdoor lifestyle brand · 55 employees · 5-month engagement
Rising customer acquisition costs driven by platform CPMs increasing 60% YoY, poor customer retention (average LTV of just 1.4 purchases), no lifecycle marketing to speak of and a Klaviyo account that was essentially sending one monthly newsletter. Revenue was growing but margins were being destroyed by acquisition spend. The business was scaling without becoming more profitable.
CAC up 60% YoY due to rising CPMs
Average LTV of only 1.4 purchases per customer
Klaviyo account — one monthly newsletter, nothing else
No retention strategy — pure acquisition focus
Revenue growing but margin shrinking
Full email lifecycle automation across 8 behavioural segments
SMS nurture integration for high-intent signals
CRO overhaul of product pages and cart/checkout flow
Customer data platform (CDP) implementation
Loyalty & repurchase incentive system design
Retention-focused paid strategy — budget shifted to re-engagement
Predictive LTV modelling by customer cohort