B2B Marketing & Transformation Case Studies
Digital Transformation Roadmap
Challenge: A leading health insurance provider had fragmented digital efforts and major capability gaps across its MarTech and marketing teams.
Solution: Conducted a full digital audit, created a phased transformation roadmap, and implemented marketing automation while upskilling the internal team.
Result: Achieved a 30% increase in customer engagement and established a clear blueprint for future digital growth.
From Concept to Launch
Challenge: A new F&B concept required a complete go-to-market plan — from brand development to opening-day buzz.
Solution: Provided end-to-end consulting across positioning, menu design, digital engagement, and community activation.
Result: Secured high PR visibility, strong opening-week foot traffic, and successfully launched a profitable catering line of business.
Complete Business Turnaround
Challenge: A legacy funeral services business faced declining relevance in a modern, sustainability-minded market.
Solution: Led a full business transformation, focusing on new sustainable offerings, digital adoption, and modern brand repositioning.
Result: Delivered a complete turnaround, repositioning the company as an innovative market leader in its sector.
Igniting Early-Stage Growth
Challenge: A fast-growing wealth management start-up struggled to attract qualified leads and scale its marketing pipeline.
Solution: Designed a multi-channel lead generation framework and optimised the marketing-sales funnel for predictable growth.
Result: Activated consistent lead flow and helped the start-up reach its early-stage revenue and growth milestones.
Professional Services (Global Firm)
Global Marketing Technology Overhaul
Challenge:
A global professional services firm was operating with multiple, disconnected CRMs and content management systems. The lack of integration led to inefficiencies, inconsistent client experiences, and limited visibility across regional marketing teams.
Solution:
I led a comprehensive MarTech audit to assess current tools, workflows, and data flows across regions. Based on the findings, we designed and implemented a unified technology roadmap that consolidated systems, improved data accuracy, and enhanced collaboration between marketing, BD, and IT functions.
Result:
The initiative reduced overall MarTech spend by 20%, increased email engagement rates by 25%, and improved on-site engagement metrics by 30% across priority campaigns — all while establishing a scalable, compliant foundation for global marketing operations.
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