Success stories

Scorecards from the career.

Selected case studies: the challenge, what we did, and what it delivered.

CASE 01

$0 → $30M

annual web revenue

Consumer finance company · 2021–2024

Turning a corporate website into a revenue channel

Challenge

A brand refresh created the chance to rethink the website as more than a brochure for a $1B sales-driven business.

Approach

  • Ran agency selection through an RFP and coordinated marketing, product, UX, technology, and analytics
  • Launched a new headless WordPress site built for acquisition
  • Built a data-driven UX and conversion team and removed friction from the application funnel

Result

Grew website-driven business from zero to $30M in annual revenue while improving application completion rates.

CASE 02

120%

year-over-year growth

Multi-brand lender · 2018–2021

Scaling from one lending portfolio to four

Challenge

Expanding into new installment and line-of-credit products required distinct brands, channels, and compliant messaging.

Approach

  • Built four distinct lending brands
  • Launched lead gen, affiliate, SEO, PPC, direct mail, email, and display channels
  • Redesigned lifecycle operations and messaging across every touchpoint

Result

120% YoY growth, customer-to-agent efficiency 3x comparable lenders, and successful state audits with low complaint rates.

CASE 03

24%

cumulative YoY growth

Consumer lending group · 2024–2026

Lean, AI-enabled growth across three brands

Challenge

Three consumer lending brands across four portfolios were competing with each other for the same customers.

Approach

  • Rebalanced channel strategy to reduce internal competition
  • Built a lifecycle platform spanning email, SMS, MMS, chat, phone, and voicemail
  • Operationalized AI tools and Domo analytics to speed testing and sharpen targeting

Result

24% cumulative YoY growth across three lending brands with a lean team.

CASE 04

−14%

acquisition cost, two years running

Lending consultancy · 2015–2017

Growth that got cheaper every year

Challenge

Client lending portfolios needed more volume without letting acquisition costs climb.

Approach

  • Built a diversified engine across PPC, SEO, affiliate, email, and display
  • Partnered with risk leadership to optimize against true ROI with a custom tool
  • Grew the team from 4 to 14 people

Result

20%+ annual growth, 14% lower acquisition costs two years in a row, and repeat business up 17% to 70% of the portfolio.

CASE 05

7 months

acquisition payback

Lead generation business · 2006–2013

Buying, integrating, and leading an acquisition

Challenge

The company looked for a backward integration move to strengthen its lead generation business.

Approach

  • Led M&A evaluation across financials, technology, talent, and reputation
  • Served as interim president through the founder transition
  • Expanded the business into four new verticals

Result

The acquisition paid for itself in seven months.