Case Studies

Overview
A new owner had recently taken over a long-standing marine retail and service business. Previously family-run, the business operated with mostly manual systems. The new owner saw potential to scale but quickly realized the company lacked digital tools, marketing systems, and seasonal stability.

Problem
The customer database was outdated and scattered. There was no way to segment or reach customers through digital channels. Social media activity was nearly nonexistent. Winter work was limited, which left the staff underutilized during the off-season. The business also had a brand identity closely tied to the former owners, making it harder to reposition and grow.

Solution
We helped digitize and organize the full customer database. We built a system for ongoing data collection and implemented tools for text messaging, email marketing, and paid social ads. We created a clear customer profile and helped develop a brand story that honored the company’s reputation without relying on the previous family name. The new messaging was built to scale.

Results

• Email marketing drove a 12% lift in repeat sales

• Winter service work more than doubled

• Social media engagement increased 40%

• Follower count rose 15%

• The business now relies on this system as part of day-to-day operations

Overview
A business owner in a competitive residential specialty trade had been operating for a few years with little market share. He worked with multiple marketing vendors, but results were unclear and disconnected. There was no strategy, no unified message, and customer communication was starting to break down.

Problem
Marketing was being driven by vendors, not strategy. Nothing was working together. Each vendor operated in a silo. There were gaps in reporting, unclear performance metrics, and no way to measure return on spend. Customer feedback highlighted breakdowns in communication and missed opportunities. He wanted to grow consultations and expand into new cities but lacked the structure to do it effectively.

Solution
We spoke with all current vendors and collected the data needed to find the gaps and opportunities. We helped set and track KPIs that tied directly to growth. We cleaned up fragmented ad platforms and centralized access under one system. We replaced underperforming vendors with new partners better aligned to his goals.

We developed a full marketing strategy using traditional, digital, and low-cost local tactics to help target key metro areas. We built out a full customer profile and audited the entire customer experience. We also guided him through process documentation and automation. Then we helped plan and execute campaigns using AI tools. A full content strategy was also created and launched.

Results

• Consultations increased 274% year over year

• Marketing spend produced a 6x return

• Customer satisfaction improved, and job losses from miscommunication dropped

• Social brand reach grew 409%

• Social engagement increased 339%

• Clean, centralized customer database improved communication and follow-up