All work
BRANDWEBSITECRM

Sarah Chen

Transformed a $45M solo producer into a personal brand that generates 70% of business from inbound.

Sarah Chen

Inbound Share

70%

of total business from brand

GCI Growth

+38%

year-over-year

Time Saved

12hrs

per week on lead management

The challenge

The client had built a successful practice but was operating under a brand created years ago. The visual identity no longer reflected the caliber of their work or the market segment they served. Competitors with inferior production were winning mindshare because they looked better.

Marketing was fragmented across multiple vendors with no unified strategy. Paid spend was generating leads but the brand was not converting them at the rate the volume demanded.

"We knew we were better than our brand suggested. We needed someone who understood that gap and could close it."

The approach

We started with a full brand and marketing audit. Competitive positioning analysis revealed clear opportunities to differentiate on visual identity, messaging, and digital presence.

The build was sequential: brand identity first, then website, then paid channels and content. Each phase informed the next. The result was a unified system, not a collection of projects.

The outcome

Within six months, brand recall in the primary market doubled. Inbound lead volume increased 3x. The client attributed $2.4M in GCI directly to the repositioned brand and marketing system.

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The Keating Group