REAL BUSINESSES. REAL RESULTS. NO STOCK PHOTOS.

This is what it looks like when the whole system finally works together.

Every case study below is a real engagement — anonymized to protect client confidentiality. Names, industries, and identifying details have been changed. The strategy, the problems, and the results are not.
DENTAL PRACTICES
DENTAL SERVICE PROVIDERS
COACHES
CONSULTANTS
EDUCATORS
CASE STUDY — DENTAL PRACTICES
The Practice That Was “Getting Leads” and Still Wasn’t Growing
THE BUSINESS

A single-location cosmetic dental practice, five years in, doing solid clinical work but plateaued on new patients. Ad spend was flowing in every month like clockwork, the phone just wasn’t ringing at the rate it should have.

THE REAL PROBLEM

On paper, it looked like a lead-volume problem — “we just need more ads.” What we actually found: the website was speaking to a different patient than the ads were attracting, there was no follow-up sequence once a form was submitted, and the front desk had no way to see where a lead had even come from. Leads were arriving. They were landing in a black hole.

WHAT WE CHANGED

Rebuilt the website messaging to match the exact patient the ads were already attracting. Built an automated intake and follow-up sequence (SMS + email) so no lead sat untouched for more than an hour. Stood up a simple source-tracking dashboard so the front desk, and the owner, could finally see what was working.

THE OUTCOME
42%
increase in booked consultations within 90 days
More than half
the no-show rate, cut
~6 hrs/wk
given back to the front desk

THE LESSON: More leads won’t fix a system that can’t follow up. Fix the follow-up first — the leads you’re already paying for will convert before you spend another dollar on new ones.

CASE STUDY — DENTAL SERVICE PROVIDERS
Eight Locations, Eight Different Versions of “Our Marketing”
THE BUSINESS
A dental service organization supporting eight affiliated practices across three states. Leadership wanted consistent brand presence and real reporting — what they had instead was eight practice managers each building their own content, on their own schedule, with no shared playbook.
THE REAL PROBLEM
Leadership assumed the fix was “more oversight” — tighter approval processes, more check-ins. The actual problem was infrastructure: there was no shared system for any location to plug into, so every practice was reinventing marketing from scratch every month, and corporate had zero visibility into what was actually working anywhere.
WHAT WE CHANGED
Built one centralized content engine with templated, on-brand campaigns each location could adapt locally without starting from zero. Consolidated every location’s email and social activity under a single automation system. Rolled it all up into one dashboard so leadership could finally compare apples to apples across the whole organization.
THE OUTCOME
70%
less time spent producing content org-wide
12,000+
contacts unified into one list
1
single dashboard, first time ever
THE LESSON: Scaling marketing isn’t about doing more, at every location, all at once. It’s about building one system good enough that everyone can run it without reinventing it.
CASE STUDY — COACHES
A “Working” Funnel That Was Quietly Losing Trust at Every Step
THE BUSINESS
A business coach running a seven-figure group coaching program, launching two to three times a year to a warm, engaged audience.
THE REAL PROBLEM
Launches felt inconsistent, and the instinct was to blame the offer. The funnel mechanics were actually fine. The real issue was message drift: the free content bringing people in told one story, and the sales page asked them to buy into a different one. Cold traffic never fully caught up to what the offer was actually solving.
WHAT WE CHANGED
Rebuilt the messaging architecture from the free content all the way through to the sales page, so every touchpoint told the same story with rising specificity. Rewrote the email nurture sequence around that architecture. Rewrote the sales page itself to match the promise the free content had already made.
THE OUTCOME
35%
higher webinar-to-application rate
~2 weeks
shorter sales cycle
2x
email engagement during launch
THE LESSON: A funnel can convert and still be leaking trust at every step. If launches feel inconsistent, check whether every touchpoint is telling the same story before you touch the offer.
CASE STUDY — CONSULTANTS
Great Referrals, No System — So Half of Them Went Nowhere
THE BUSINESS
A fractional-CFO consultancy serving mid-size marketing and creative agencies, six years in business, built almost entirely on word of mouth.
THE REAL PROBLEM
The founder assumed referrals were simply “softer” leads and harder to close. In reality, every referral relied entirely on his personal follow-up — no CRM, no sequence, no proposal process. Whichever referrals he had time to chase personally converted. The rest quietly went cold.
WHAT WE CHANGED
Built a real CRM pipeline for the first time, plus an automated nurture sequence that started the moment a referral came in — before he ever had to personally reach out. Standardized the proposal and booking process so every referral got the same professional experience, regardless of how busy he was that week.
THE OUTCOME
20% → 48%
referral-to-client conversion
~10 hrs/wk
returned to the founder
1st
repeatable onboarding process in 6 years
THE LESSON: Referrals are still leads. Goodwill gets someone to raise their hand — it doesn’t follow up, send the proposal, or book the call. That still needs a system.
CASE STUDY — EDUCATORS
A Great Course That Only Sold When Its Creator Nearly Burned Out
THE BUSINESS
An online course creator in the health education space, launching her second flagship course after her first sold well — once.
THE REAL PROBLEM
The assumption was that the course itself needed work. It didn’t — the content was strong and the reviews proved it. The real gap was infrastructure: every dollar of revenue depended on a live launch, meaning growth was capped by how many launches she could physically survive in a year.
WHAT WE CHANGED
Built an evergreen enrollment funnel that ran independent of any live launch date. Automated the onboarding sequence inside her LMS so new students had a consistent first-week experience without her touching a single email. Layered in a year-round nurture sequence so cold traffic could warm up on its own timeline.
THE OUTCOME
1st
evergreen enrollment month, no live launch
80%
less launch-related workload
12/12
months with enrollment, for the first time

THE LESSON: A great course doesn’t need a bigger launch. It needs a system that keeps selling when its creator isn’t in launch mode.

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Client names, industries, and identifying details in the case studies above have been anonymized and composited to protect confidentiality. Figures are illustrative of the kind of results this work produces and the effort made by both the client and Priscilla Derr, results are not guaranteed.