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THE PORTFOLIO

Case Studies

Explore the projects, inspect the details, and see the work in context.

11 projectsExplore. Inspect. Try it.
A manufacturing network project preview

A manufacturing networkSystem walkthroughIn production

The Company Brain

A company knowledge system built for the people who use it every day. Rules, routing, reusable skills, and a clear source of truth.

Knowledge systemsAI implementation
100+ daily users
Bring the marketing capability in-house, data tile

Homeowner InsightsClient case studyIn production

Bring the marketing capability in-house

A company brain, brand system, and operating workflows that let the client take ownership of the work.

AI implementationBrand systems
$1,000+ monthly agency costs eliminated
GreenRoom project preview

GreenRoomSystem walkthroughIn production

Build the system around the business

A company brain and comedy venue directory, built around the realities of booking and operating an international business.

Knowledge systemsData & analytics
137 venues · 33 countries
Governance that travels with the work, data tile

Confidential integrationArchitecture walkthroughIn production

Governance that travels with the work

A public view of the architecture and operating discipline. Client identity and internal material remain confidential.

AI implementationGovernance
Anonymized architecture
Build a revenue channel from the ground up, data tile

L.O.V.E. Restaurant GroupCareer case study

Build a revenue channel from the ground up

A B2B catering program supported by sales processes, account development, and the systems needed to keep it running.

Growth strategyCRM
$3.5M in new B2B catering revenue
Build the marketing function, then scale it, data tile

A manufacturing networkCareer case study

Build the marketing function, then scale it

A centralized marketing function and a coordinated rebrand across a manufacturing network, alongside the development of its AI function.

Growth strategyBrand systems
16+ labs under one brand system
Field marketing at scale, the lead document

L.O.V.E. Restaurant GroupCareer case study

Field marketing at scale

The playbook before the Company OS.

Field marketingPlaybooksDownloads
$3.5M in new B2B catering revenue
Philanthropy communications, the lead document

Morton Plant Mease Health Care FoundationCareer case study

Philanthropy communications

Reports donors actually read, for a hospital foundation.

NonprofitReportingDownloads
A record $16M fundraising year, a 25% lift in donor engagement, $1M+ raised at events
Launch communications pack, generated sample

Apex Instruments (fictional)Collateral system

Launch communications pack

Everything a launch needs to say, in one file, in one voice.

CommunicationsLaunchMessagingDownloads
Built for a real launch that stays confidential until it ships
The launch operating system, generated sample

Apex Instruments (fictional)Capability

The launch operating system

A tracker with gates, a day-one playbook, a media plan, and the retention engine that runs afterwards.

LaunchOperationsPlanning
a 191-item launch tracker with a day-one playbook, a media plan, and a retention engine, built for a launch that stays confidential until it ships
The finding nobody wanted, generated sample

Apex Instruments (fictional)Capability

The finding nobody wanted

Twenty-one verifiers read every draft with fresh context. One caught a promise that existed nowhere.

Quality gatesVerificationGovernance
21 fresh-context verifiers over 7 drafts, which caught an invented service-level promise that had already passed a human review

From the writing

Go a little deeper.

Related essays and field notes now have pages of their own.