Case Studies  ·  Principal Track Record

The work, shown.


Seven engagements that produced the numbers on the homepage. Each one details the starting state, the rebuild, the outcome, and the methodology. The frame is plain: principal track record across consultancy, SaaS, and PE-backed growth. The receipts are real.

Different shapes, same pattern

Marketing failing to drive revenue is rarely about effort. It is about architecture.

Below are seven shapes that problem has taken — at companies ranging from $5M to $100M+ in revenue, in SaaS and in services, founder-led and PE-backed, in healthy markets and through COVID. Pick the one closest to your situation. The methodology travels.

None of these your exact situation? The underlying gap is almost always the same — marketing producing activity instead of pipeline. A 30-minute diagnostic will tell you which shape your version takes, and what would actually move it.

Book a 30-minute diagnostic →
Case 01  ·  Pipeline Architecture

A revenue engine,
not a campaign.

Global AI / CX consultancy  ·  L’Oreal, Estée Lauder, Bayer, Dyson

From no demand-gen function to $35M in marketing-sourced pipeline. AI lead intelligence, multichannel orchestration, and an executive events program built from scratch.

$35M
Marketing-sourced pipeline
$17M+
Closed revenue
+30%
Campaign ROI
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Case 02  ·  BDR Rebuild

32x return on
two SDRs.

Global AI / CX consultancy  ·  Failed $500K CRO model preceded

A BDR program on trial. 19 high intent prospect meetings a year. A CFO ready to shut it down. Rebuilt around tighter targeting, intent gating, and a shared lead-acceptance definition. End-state team: two SDRs.

+374%
Prospect meetings (19 → 90)
$11M
Pipeline generated
32x
Return on $110K
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Case 03  ·  Brand Authority

2K to 50K. Forbes earned.

Global AI / CX consultancy  ·  14 months

Brand authority treated as a sequencing problem, not a budget line. CEO and managing partners publishing on a defined cadence. A newsletter from zero. Forbes and Newsweek earned.

25x
LinkedIn (2K → 50K)
10K
Newsletter subscribers
BDC
Forbes BDC invite
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Case 04  ·  Strategic Alliance

From logo to $9M.

Global AI / CX consultancy  ·  Salesforce ecosystem

A Salesforce partnership on paper turned into a revenue channel. Executive cultivation, four integrated product launches, joint go-to-market motions that gave field reps a reason to call.

$5M+
Alliance revenue
$9M
Trajectory by 2026
4
Integrated launches
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Case 05  ·  PE-Aligned Growth

Metrics that
PE buys.

Truckstop.com  ·  ITS Dispatch  ·  PE-expected SaaS

ARPU lifted from $59 to $99. Conversion up 50% in 30 days. Unassisted sales up 75%. The marketing-driven trajectory that contributed to ICONIQ Capital’s acquisition.

+67.8%
ARPU ($59 → $99)
+50%
Conversion (30 days)
+75%
Unassisted sales
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Case 06  ·  Down-Market Growth

$10K/month. COVID year.
+35% over target.

Birdview  ·  PPM SaaS, Toronto  ·  FBI, IBM, Lockheed

New product launched into a crowded category on 1% of revenue — ten times below benchmark. Six months in, COVID hit. Reallocated faster than competitors froze. Canada’s Growth 500.

50%
Of new company revenue
+35%
Above 2020 target
G500
Canada’s Growth 500
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Case 07  ·  LLM-Ranked Content

When the buyer
asks the AI.

Global AI / CX consultancy  ·  21-day sprint

Content engineered to be cited across LLMs — ChatGPT, Claude, Perplexity, Gemini. AI tools for scale, SEO discipline for structure, expertise as the spine. $500K in 21 days, no paid, no outbound.

$500K
Pipeline in 21 days
21d
First placement to close
$0
Paid media spend
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