Case Studies

Real engagements.
Real operators.

A selection of recent client work, from a public global CX provider to founder-led operators in staffing and technology services. Every engagement starts with the same question: what does this business need to be found, chosen, and grown?

Global CX & BPO · Public company

Global CX & BPO leader

Website & positioning review

A structural review of how a global, publicly traded CX provider presents its AI-era story: page architecture, message hierarchy, and how the site reads to buyers and to the AI models that summarize it for them. The kind of outside read an internal team can’t give itself.

Delivered: a prioritized findings-and-fixes report the marketing team could act on immediately, from headline logic to AI discoverability gaps.

Healthcare staffing · Founder-led

GrapeTree Medical Staffing

Discovery workshop → CRM foundation & go-to-market

A discovery workshop that mapped the marketing and sales operation end to end and surfaced where growth was leaking. From there: the roadmap for a modern CRM foundation and the go-to-market plan for the company’s next software platform.

Delivered: discovery workshop report, CRM implementation plan, and platform launch strategy now moving into execution.

“Andrew and the Pivot AI team were instrumental in helping us bring our growth opportunities into focus. They confirmed the things we were doing well and identified the key areas where we needed to invest more. We came out of the engagement with real clarity on where to put our energy.”

Steve Heeg · CEO, GrapeTree Medical Staffing
Technology services & product engineering

Technology services & product engineering firm

Two-week marketing diagnostic

A two-week diagnostic across positioning, pipeline, and marketing operations: structured interviews from the CEO through sales and delivery, a read on how the company surfaces to buyers and AI models today, and an honest picture of where marketing investment will move revenue.

Delivered: diagnostic findings and a prioritized 90-day marketing plan, presented to the leadership team.

Clients are named only with their permission; the others remain confidential. Named references and deeper detail are available in conversation.

Wondering what this looks like for your business?

Every engagement above started with a conversation, and most started small: a review, a workshop, a diagnostic. The Discoverability Baseline is the lowest-friction way in, and your first one is complimentary.

Order the Baseline →