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Case Studies

Work that moved the number

Every engagement here started the same way: leadership couldn't trust the numbers they were running the business on. This is what changed, in the client's own words where we have them.

Case StudyMulti-company services firm
Reactive to Aligned
Multi-company services firm

30 Days to a Pipeline Leadership Could Trust Again

A multi-company services firm with 19,000+ orphaned deals after its third CRM migration, and no way to trust a pipeline report. In 30 days we reconnected the deals, built lead routing and attribution from scratch, and put 13 board-level reports in front of leadership.

19,000+
Orphaned deals reconnected
$1.73M
Stale pipeline flagged
13+
Board reports built
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Dineline case study
Aligned to Optimized
Dineline

34% MRR Growth After Connecting Six Systems Into One CRM

A restaurant marketing agency whose co-founder was carrying the data problem himself. We connected the tools the team worked in, rebuilt the reporting, and the number moved on the leads they already had.

34%
MRR growth in 6 months
5
Systems connected
350 → 817
Client growth
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Deka Lash case study
Aligned to Optimized
Deka Lash

The Franchise Numbers Came Back After the Systems Expert Left

A 200+ studio beauty franchise whose integrations were built by one person who then left. We connected the point of sale to HubSpot, rebuilt the lifecycle stages, and gave leadership three KPIs it had never been able to see.

46.5%
More marketable customers/mo.
3
KPIs visible for the first time
200+
Studios served
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Transparency Series

When engagements hit obstacles

Not every engagement goes to plan. We'd rather show you how we handle it when one doesn't.

Lessons Learned

When a Migration Goes Sideways, and How We Got It Back

Not every engagement goes as planned. This is the story of a Salesforce-to-HubSpot migration that hit unexpected data integrity issues mid-flight, how we identified the root cause, and what we built to get it back on track without losing a single record.

Coming Soon

Lessons Learned

The Portal That Got Worse Before It Got Better

A portal rebuild where the client’s legacy workflows were more interconnected than anyone realized. Changing one automation broke twelve others. How we mapped the dependency chain, communicated the timeline reset to the CEO, and delivered a more resilient system than originally scoped.

Coming Soon

Your firm could be the next one on this page.

Every engagement on this page started with a single conversation. Tell us what's not working, and we'll tell you what it would take to fix it.

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