Case Studies
These samples show the assignment, the thinking behind it and the finished work.
The Assignment
What the business needed.
The Approach
How I approached the assignment and why.
The Work
The finished case study.
A+ PLUMBING
From One Service Truck to Four: A Business Growth Case Study
The Assignment
Tell the story of a longtime plumbing business owner and the professional relationship that helped him approach the business side differently.
The Approach
Built from Richard's own words, letting his experience tell the business story without turning it into a sales pitch.
CLIENT EXPERIENCE
Ten Years of Financial Guidance: A Client Experience Case Study
The Assignment
Tell the story of a decade-long client relationship and the change in how the client approached investing and financial decisions.
The Approach
Use the client's experience to show the progression from emotion-driven decisions to a more disciplined approach over time.