Case Studies

Real business problems. Practical systems. Measurable change.

Each case study covers the problem, my role, the work, the result and the proof behind it. Where a client is confidential, I describe them rather than name them and say so. Numbers are real, and attribution is explicit about what I did and what the client’s team did.

CRM Audit · Sales Operations · Workflow Design · AI-Assisted Analysis

From CRM clutter to a sales system people could act on

Problem: More than 400 overdue activities, unclear renewals and a CRM the sales team no longer trusted.
Mark's Role: CRM audit, health scoring, prioritization system and workflow design. The client's salespeople made the calls.
Work: Read-only audit first, then cleanup, renewal visibility, account histories and a weekly call priority system supported by AI-assisted transcript analysis.
Result: CRM health score improved from 47 to 86. 101 renewal tasks activated. 12 verified sales conversations and 6 booked follow-up appointments from the client's outreach.
Proof: Documented health score framework, activity records and a written handover.

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Healthcare · Multi-Location Growth · Marketing Operations · Digital Systems

Building the marketing system while the organization doubled in size

Problem: A growing physical therapy organization needed marketing, communication and digital systems that could keep up with expansion.
Mark's Role: Seven years of marketing and events leadership inside the organization, not a one-time outside project.
Work: Multi-location marketing, websites, content systems, patient storytelling, recruiting support, events, media and cross-functional coordination.
Result: The organization grew from six locations to twelve during Mark's seven years leading marketing and events.
Proof: 7 years, 6 to 12 clinic locations, 4+ digital properties, approximately 500 videos.

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Local SEO · Brand Awareness · Lead Generation · Website Systems

Building a local service website to compete with a national brand

Problem: A local seamless gutter company wanted a stronger digital presence and wanted to compete online with LeafFilter.
Mark's Role: Website design and build, local search system design and conversion path design.
Work: WordPress build with Elementor, Rank Math Pro, CompanyCam and Forms DB, plus on-site optimization, backlinks, citations and Google Business Profile alignment.
Result: A 95 Rank Math on-site optimization score against a 67 LeafFilter benchmark used during the project, with a free estimate request as the primary conversion.
Proof: The score measured the on-site optimization standard used during the project. It was one part of a broader local search strategy, not a ranking guarantee.

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Looking for more than these three? The selected work page covers the wider set of systems I have designed, built and operated, from an entertainment business running since the 1990s to current diagnostic services.

Tell me what is not working.

Describe the problem in a few sentences. I will give you a straight answer about whether I can help and what a sensible first step would look like.

Tell Mark What You’re Working On Email mark@markstiles.ai