RoundtableGROWTH PARTNERS

Case studies

What this looks like in practice.

Three examples of how a focused growth system — built on testing, clear positioning and a single accountable operator — drives measurable results.

Case study 01

ZMC & Associates

Building the Growth Engine from the Ground Up

The situation

ZMC & Associates, an accounting and advisory firm, was ready to scale but lacked the infrastructure to do it. Their brand was dated, their story was diffuse, and there was no clear path from first impression to a qualified conversation. Marketing and sales were not aligned. Every lead follow-up was manual.

What we did

We started with the growth question: where is the next revenue coming from, and what is blocking it? The answer was clarity and structure, not more spend. We sharpened their positioning, rebuilt their visual identity, and stood up a conversion-ready site with offer pages, proof, and clear calls to action. Then we built the funnel: CRM scoring and routing, nurture cadences, SLA alerts, and a weekly operating rhythm tying marketing activity to pipeline.

One story, one funnel, one source of truth.

125%increase in lead generation
5+marketing channels activated in 30 days
42%improvement in return on ad spend

Case study 02

WNDR Museum

From Fragmented Systems to a Unified, Insight-Driven Operation

The situation

WNDR Museum, an immersive art brand with multiple locations, was growing fast. Behind the scenes, three separate agencies were running search, social, and lifecycle with conflicting strategies and no single owner. CAC was trending up. There were no offer-specific landing pages, no unified data, and a slow creative cycle that could not keep pace with the business.

What we did

We stepped in as the single accountable growth operator. We unified the data layer into one executive dashboard, built a full omnichannel funnel with custom landing pages per offer, automated lead routing, and shifted to a weekly creative cadence. Budget guardrails went in immediately to stop the CAC bleed.

Three agencies became one accountable engine.

72%reduction in cost per acquisition
35%improvement in return on ad spend
42%improvement in content delivery speed

Case study 03

Luminate

From Staffing Agency to Scalable Talent Platform

The situation

Luminate was a traditional staffing agency with solid clients and reliable service — but no scale. They had one undifferentiated offering, a brochure website with weak conversion, and no growth funnel. Revenue growth depended entirely on outbound and manual placements. There was a margin ceiling with no clear path through it.

What we did

We repositioned the firm from staffing vendor to tech-enabled talent platform. That meant defining three distinct product offerings with their own ICPs, pricing, and distribution paths. We rebuilt the brand, launched a conversion-first website, and stood up a full funnel — capture, nurture, book — with sales enablement materials and a CRM and dashboard tying marketing to revenue.

Strategic clarity turned into commercial impact.

3new product offerings and revenue sources launched
26%shorter sales cycle through automation
56%increase in average lifetime value per client

Where could the next growth opportunity come from?

Start with the decision, the customer and the evidence you have. We can identify which tests, partnerships or tuck-ins are worth exploring, and what a focused first step could answer.

Discuss a growth opportunity