Client Case Studies

Pricing is more than just the sales price; it also includes how your products and services are packaged. There are many pricing models out there—some work better than others and some work better in some industries than others. What’s important is that it fits with your business model, convinces your clients to buy, and gives your clients confidence in your brand.

A client had a yearly subscription model, however, over half of their clients were leaving after three or six months and then would re…

Brand messaging is the art of using the right words to communicate to your target audience the value that you provide. When done correctly, it’s the foundation of Category Design where instead of positioning yourself to directly compete with your competitors, you create a new category, so the market perceives you as the only and best solution for their problem.

A client came to us who was struggling to raise funds. They had a steady stream of revenue, but it barely sustained their current level, …

Strategy is the why.
Tactics are the how.

The strategy is the logic behind the actions that you take. It’s the bridge between your goals, priorities, revenue, and resources and how you will accomplish your goals, prioritize your priorities, increase your revenue, and better leverage your resources.

Your Goal is What?!?

As a part of our Discovery process, one of the first questions we ask potential and new clients is “what are your goals?” We’re looking to identify both short-term and long-term goal…

Marketing is embedded in everything that you do. When market tactics don’t work it’s usually the result of operational issues.

I once worked with a client who was spending $10,000 per month on online ads and had been for almost a year with zero returns. There are a few key issues that determine the success of online ads. When we investigated what was going on with this client, here is what we found.

Organic SEO Matters When Running Ads

First, the website was not optimized for SEO. Search Engine Opt…

All organizations if they last long enough will eventually plateau. They will reach a point where they’ve established brand recognition in the market, have loyal customers, and are perceived as a “traditional” brand. Usually, when a brand is described this way, it means that it is outdated but can still be relied upon for something.

This success should be celebrated and it’s vital that the leaders of the organization recognize that what got them there, isn’t going to take them successfully into…

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…

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…

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 …

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…

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…