MARKETING
MANAGEMENT CONSULTING FIRM
This firms provides management consulting to small to mid-sized firms.

CASE STUDY
OUTCOMES
10X
Revenue Increase
Over Previous Year
7X
Average
Engagement Size
Over Previous Year
Engagement Size
Over Previous Year
6%
Increase Inrepeat
Business (85%)
Business (85%)
Creating Repeatable and Sustainable Growth
Problems
Our client, a management consulting firm, spent very little time and money marketing their services. They lacked some foundational documents like a value proposition and client personas. Their website was outdated and did not have a compelling and consistent message or calls to actions (CTAs). They were struggling to capture new growth from their traditional lead channels.
Solutions
Company Expert used its Marketing Growth Block to assess the firms 18 different capabilities. We produced a heat map of their marketing capabilities by comparing them to industry best practices creating a baseline from which to measure progress going forward. We then documented their long-range business goals and developed their future state marketing strategy. Next we created a roadmap to help them move from where they were to where they wanted to be in the future. The roadmap consisted initially of a 90 plan which was composed of 3-30 day sprints. Once we finished the 90 plan, we implemented a long-range marketing plan which we execute for them on a monthly basis.
Outputs
- Long-Range Marketing Plan
- 5 Different Campaigns Actively Managed and Optimized Monthly
- Lead Generation Piece
- Enhanced Website Designed for Conversions
- Follow-Up Emails
- Newsletter Creation
- Content Copywriting
- Creation of Foundational Marketing Tools Such as: Value proposition, client personas, editorial guidelines, revised proposals
MARKETING
GOVERNMENT PROPOSAL CONSULTING FIRM
This firm helps companies enter or be more successful at winning bids in the government space.

CASE STUDY
OUTCOMES
3X
Revenue Increase
Over Previous Year
Over Previous Year
25X
Expected Closed
Deals Referred By
New Partners
Deals Referred By
New Partners
50+
New Leads In The
First Month Of
Campaign
First Month Of
Campaign
Multi-Pronged Strategy for Accelerating Growth
Problems
Our client, a government contracts consulting firm, had peaks and valleys in their business and wanted a predictable and sustainable way to produce ongoing leads and revenue.
Solutions
Company Expert developed a short and long-term approach towards growing their revenue. Short-term the firm needed to quickly grow a source of referrals. Company Expert built a channel strategy that identified the best firms to partner with and developed the messaging, presentations, and other collateral to win and grow new strategic partnerships.
The long-term approach was to improve develop an ongoing marketing campaign to key influencers in the industry to generate new leads and improve their efficiency and effectiveness at conferences (a key source for referrals)
Outputs
- Developed Partnership Go-To-Market Strategy
- Developed Their Value Proposition
- Created a Campaign to Target Key Influencers
- Created Landing Pages and Configured the Marketing Automation for the Campaign
- Created a Lead Generation Piece and Follow-Up Emails
- Developed a Conference Effectiveness Guide
- Developed Key Marketing Collateral
MARKETING
INVESTMENT MANAGEMENT FIRM
This firm is a real estate investment firm that manages properties for high-net worth investors and institutions.

CASE STUDY
OUTCOMES
NEW
Shifted Business And
Fund Strategy To Target
Social Impact Investors
Fund Strategy To Target
Social Impact Investors
NEW
Value Proposition
Articulating Their Social
And Environmental
Impact And Excellent
Investment Returns
Articulating Their Social
And Environmental
Impact And Excellent
Investment Returns
NEW
Content Developed For
Company Website And
Marketing Materials
Company Website And
Marketing Materials
Rising Above the Noise
Problems
Our client was competing in crowded marketplace and wanted to better differentiate itself from its competitors. They needed a firm to come in to think strategically about their business and how to rise above the noise in the industry.
Solutions
Company Expert used our Marketing Growth Block to assess the firm in 18 different marketing capabilities required for long-term growth. The firm lacked many foundational marketing capabilities and a compelling proposition.
We worked with the firm to refine its messaging and better identify their target audience. We also identified their key differentiators. Rather than trying to be all things to all people, we focused the company on where we thought they could deliver the most value. As a result, they shifted the focus of their fund strategy and target market from their historical market to become the only firm in the industry focused on the social impact space.
Outputs
- Value Proposition
- Key Points of Differentiation
- Marketing Capabilities Assessment
- Presentation Development
- Website Copywriting