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The Case Studies The Business Portfolio
Case study  ·  Multi-Experience Build

From ideas sitting in the business to systems that could actually carry them.

Melissa Lee West  ·  Fit for Legacy® Insurance

Melissa already had the vision. The work was getting that vision out of her head and into experiences the business could repeat. Across the engagement, we worked through referral capture, lead nurture, onboarding and welcome experience, retention, and annual review workflows so more of the relationship could happen on purpose.

The point was bigger than automation. Melissa needed the business to hold more of the experience so she could stay in the visionary seat without every touchpoint depending on her being the person who remembered it.

Read Melissa’s Case Study
“I literally was able to exhale knowing that my business was in good hands, but my vision was in good hands.” Melissa Lee West
Case study  ·  Retainer + Brand Buildout

From good food to a brand you can repeat.

Rashard Caroline Sr.  ·  Premium Taste Catering

The food was never the problem. What varied was everything around it: the setup built fresh at every event, the plate that photographed badly, the finished reel that arrived compressed because it came through a DM.

Ten months of brand, experience and content work later, the standard lives in guidelines, a setup, a menu and a workflow instead of in one person’s eye.

Read Rashard’s Case Study
“Love. This is my passion. You can’t train or teach that. You either have it or you don’t, and I put that on every spice and seasoning on the spice rack.” Rashard Caroline Sr.
Case study  ·  Tax Season CX System

Ten weeks of client experience, built before the season starts.

Anissa Paige  ·  Tax Preparation

A tax practice gets about ten weeks to deliver a year’s worth of client communication. Whatever you built before the rush is what you run.

So we built it first: the journey mapped, the repeat questions answered, the sequences written in her voice, the status updates firing without anyone remembering them.

Read Anissa’s Case Study
You cannot wait until the experience is happening at full volume to decide what the experience should be. Mocha Washington
Your turn?

If you’re looking at your business thinking, ‘We’ve outgrown how this works,’ bring me the situation.

You don’t have to know which system you need. Tell me what keeps happening and what you want the experience to feel like instead.

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