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Past Work

Past Work

Case Study 1

Healthcare Direct to Consumer

A healthcare company aiming to expand a new vertical hired SBM for a fractional CMO role in June 2024. At that time, they were generating around $50,000 per month from the vertical and aimed to build awareness and establish market leadership for that service, with hopes of raising monthly revenues to over $250,000. From June to December 2024, SBM collaborated with the company's leadership team to develop a differentiated brand strategy and produced new branded collateral, including logos, messaging, photography, a website, social media presence, and printed materials.

In Q1 2025, SBM guided the company to hire a digital agency and started recruiting new clients through PPC and social media. By Q2 2025, monthly revenues for the vertical had increased to $300,000. In April, SBM supervised the creation of a television ad and began building awareness through TV, radio, billboards, and appearances. By Q2 2025, the company had acquired 100 self-referred clients and grown its monthly vertical revenues to $500,000.

In September 2025, the company increased its marketing investment by 50% to support an awareness campaign. During that month, the company tripled its social media followers, and by the end of the month, it had increased its self-referred clients to 200, with monthly revenues behind the vertical reaching $700,000.

Case Study 2

B2B Technology Services

SBM was hired by an $80M tech company in January 2023. The B2B tech services firm, owned by private equity, was executing a roll-up strategy and struggled with a loss of focus and efficiency as it tried to market four distinct, and arguably competitive, regional brands. SBM was brought in to develop a brand unification plan that would reestablish the company as a single unified brand nationwide, craft differentiated messaging, and reunify the company under its new identity.

As deliverables, SBM developed a differentiated brand strategy and messaging, built a new website, redesigned company cars and office spaces, and hosted rollout meetings nationwide. We introduced a new digital agency to craft a new brand acquisition strategy and establish thought leadership in the industry. In Q2 2025, the new unified company was acquired by a strategic investor for a substantial multiple.

Case Study 3

Consumer Package Goods

A privately owned consumer product company worth $50M was experiencing stagnant growth and risked losing distribution in major national retailers, including Walmart. SBM was hired as a growth consultant in June 2024 and helped develop a retail pull-through strategy that included new brand messaging, product claims, packaging, and the brand's first television advertising. Three months later, their top-selling SKU tripled sales at Walmart, and during the annual review, SKUs were expanded rather than reduced.

Case Study 4

Healthcare B2B Services

In June 2025, SBM was hired as an interim Chief Growth Officer for a small B2B healthcare company with a presence in North America. During SBM's tenure, we reorganized the marketing department, led rebranding initiatives in both the US and Canada, and strengthened client acquisition strategies. We changed several agencies and developed new multi-touch tracking methods. By the end of September 2025, the Canadian business had increased new trials by +67% compared to June, mainly driven by a new focus on paid digital advertising and improved SEO and AEO efforts, meeting company benchmarks. The US business also achieved record results, increasing from +15% YoY in June to +30% in September, and began implementing new paid acquisition, AI-driven SEO, local targeting, and awareness campaigns to triple growth in 2026. Both brands were refreshed, and the Canadian website was rebuilt.