Case Studies

Results That “Sing” for Themselves

At Canary Song Consulting, success is measured by the lasting impact we create for our clients. Each case study is more than a story — it’s proof of how we transform complexity into clarity, challenges into growth, and vision into results.

From boosting revenue through customer journey redesigns to building cultures where employees thrive, our work reflects a single purpose: helping organizations align people, systems, and strategy to scale sustainably.

Through these client success stories, you’ll see how we:

  • Spot Patterns Others Miss: We turn scattered data, broken processes, and informal habits into structured systems that anticipate needs and open new growth channels.

  • Redesign Journeys Front to Back: From sales pipelines to service flows, we connect the customer-facing and back-end processes so experiences are seamless, measurable, and repeatable.

  • Balance People, Process & Tech: We modernize CRMs, ERPs, and platforms — but always through a people-first lens that builds trust, wins adoption, and sustains change.

  • Build Cultures of Accountability: We enroll teams into owning processes, equip them with tools and playbooks, and create structures that outlast turnover.

  • Make Feedback Actionable: Whether through CES, CSAT, or direct customer insight, we design loops that turn signals into strategy and measurable improvements.

  • Deliver Growth That Lasts: By aligning strategy with execution, we help clients lift conversions, expand markets, and scale operations without burning out their people.

Every case study highlights not just the outcomes we deliver, but the way we deliver them — with empathy, precision, and a hands-on approach that bridges strategy and execution.

If you want to understand what drives us, look no further than our clients’ success. Their wins are our signature — and they truly sing for themselves.

What help are you looking for?

Implementation

(Brand New Launch)


The first-time roll-out of a system, tool, or process that didn’t exist before in the organization.

Optimization

(Enhancement / Refinement)

Improving an existing system, process, or workflow for better performance, efficiency, or usability.

Case Studies By Type

For More Specific, Case Studies look here:

Overhaul

(Transformation/Significant Change)


A large-scale redesign or restructuring of a system, process, or program — often involving fundamental changes to approach, architecture, or methodology.



Internal Training & Onboarding Platform Implementation

Internal Training & Onboarding Platform Implementation

Struggling with onboarding that takes too long—or worse, never really kicks off? Tired of re-creating training materials and presentations every time someone new joins?

Take a look at how Shayna redesigned the entire employee onboarding experience from the ground up:

  • Built a streamlined, centralized learning platform

  • Created role-based lesson paths, engaging content, and helpful videos

  • Reduced onboarding time from weeks to days

  • Empowered your team to learn with context, clarity, and confidence

Tap in to explore how a modern training system can change everything.

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Customer Journey Mapping & Process Flow Implementation
Implementation Shayna Implementation Shayna

Customer Journey Mapping & Process Flow Implementation

Are your customers getting lost between product options — or worse, skipping your flagship offerings altogether?


This mid-sized training provider had two powerful product pathways, but no clear, connected journey to guide customers through them.

I led a company-wide initiative to map every step of the customer experience — and the behind-the-scenes processes that support it — uncovering hidden “moments of truth” that boosted retention, cross-sell, and conversion rates.

Read how mapping both the customer view and operational reality transformed clarity, alignment, and results.

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From Feedback to Foresight: Implementing CES, CSAT, and NPS for Results
Implementation Shayna Implementation Shayna

From Feedback to Foresight: Implementing CES, CSAT, and NPS for Results

Are you relying on long, catch-all surveys that overwhelm customers and bury your team in noise?
My client was — and it meant they weren’t getting timely, actionable insights at the moments that mattered most.

By redesigning their entire feedback process, I helped them implement CES, CSAT, and NPS at the right touchpoints — giving the organization a real-time pulse on customer effort, satisfaction, and loyalty.

Learn how I was able to build a solution that enabled faster issue resolution, higher retention, and a culture that celebrates both wins and opportunities for improvement.

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Product Suite Brochure Creation & Implementation
Implementation Shayna Implementation Shayna

Product Suite Brochure Creation & Implementation

A confusing, text-heavy website was slowing this client’s sales cycle and forcing their team into too many long, repetitive conversations just to explain the basics. They needed a concise, visually engaging asset that could attract leads, pre-qualify prospects, and set the stage for sales-ready conversations.

Learn how we designed a targeted product suite brochure that clarifies their value, builds credibility, and helps convert interest into action.

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From Dirty Data to Growth Engine:
Implementation, Overhaul Shayna Implementation, Overhaul Shayna

From Dirty Data to Growth Engine:

What happens when 20 years of messy data, a one-size-fits-all customer journey, and misfiring automation collide? Customers get the wrong emails, sales lose visibility, and growth stalls. By overhauling segmentation, cleaning historical data, and rebuilding HubSpot workflows, we turned chaos into clarity — unlocking higher open rates, new cross-sell opportunities, and a far smoother customer experience.

Read more to see how cleaning dirty data became the engine for growth.

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HubSpot Service Launch & Process Overhaul
Implementation Shayna Implementation Shayna

HubSpot Service Launch & Process Overhaul

From shared inbox chaos to insight-driven service excellence — Shayna led the launch of HubSpot Service, transforming how a global organization managed customer inquiries. By migrating from Outlook to a scalable ticketing system, standardizing workflows, and building dashboards, we eliminated lost tickets, improved response times, and gave leadership visibility into trends for the first time.

Service excellence isn’t just about answering faster — it’s about building a system where every request is tracked, every touchpoint is consistent, and every trend drives smarter decisions. Read more for the insights.

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