Case study New business, account leadership, and renewal
Winning, operating, and renewing a six-figure growth partnership.
An anonymized example of turning an initial digital brief into a sustained client relationship—while leading stakeholders through technical onboarding, imperfect attribution, executive scrutiny, and a second-year renewal.
Anonymized client record · RAINThe challenge
What needed to be solved
A regional credit union was preparing to expand into an adjacent metropolitan market. Its marketing team was small, its vendor ecosystem was fragmented, and its reporting stopped short of the final application outcome. The immediate request was digital advertising. The real need was a partner who could connect strategy, execution, measurement, and executive confidence.
The approach
What I personally owned
Led the relationship from discovery through renewal: built the proposal, won the engagement, aligned stakeholders, and remained accountable after the contract was signed.
Coordinated the technical and creative onboarding across client, agency, platform, and analytics teams—including access issues that could have quietly stalled the work.
Helped shape an always-on mortgage and market-expansion strategy, then used recurring reporting and working sessions to adjust channels, geography, creative, and the conversion journey.
Kept the evidence honest when systems could not provide complete ad-to-funded-loan attribution, separating what campaign analytics showed from what the client’s internal application data could prove.
Later reconstructed the multi-year record into a source-backed case study, tracing claims to insertion orders, client reporting, dated conversations, and explicit attribution limits.
Evidence
What the record shows
annual engagement won and led
client renewed the partnership
first-half application growth reported year over year
ownership from discovery through optimization and renewal
Application volume was reported by the client’s internal systems. Because the application platform did not provide complete user-level linkage to advertising, growth is presented as business momentum during the engagement—not as sole-source campaign attribution.
Transferable value
What this demonstrates
Six-figure consultative selling
Cross-functional client leadership
Executive reporting under imperfect attribution
Account retention and renewal
Operating principles
What transfers to the next challenge
Win the work by understanding the operating problem
The sale includes the technical and organizational handoff
Use each system only for what it can prove
Renewal is earned in the work between reports