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.
-
Implementation
- Aug 20, 2025 Leading the Customer Experience Team in an ERP Implementation Aug 20, 2025
- Aug 14, 2025 Internal Training & Onboarding Platform Implementation Aug 14, 2025
- Aug 14, 2025 Customer Journey Mapping & Process Flow Implementation Aug 14, 2025
- Aug 14, 2025 From Feedback to Foresight: Implementing CES, CSAT, and NPS for Results Aug 14, 2025
- Aug 14, 2025 Product Suite Brochure Creation & Implementation Aug 14, 2025
- Aug 14, 2025 From Dirty Data to Growth Engine: Aug 14, 2025
- Aug 13, 2025 HubSpot Service Launch & Process Overhaul Aug 13, 2025
-
Optimization
- Aug 20, 2025 Inventory and Promotion Optimization Aug 20, 2025
- Aug 20, 2025 Optimizing Pricing & Packaging Through Simplification Aug 20, 2025
- Aug 19, 2025 Optimizing the Buyer’s Journey (Front-End & Back-End) to Achieve 20% Lead to Closed Sales Conversions Aug 19, 2025
- Aug 17, 2025 Market Expansion Strategy & Implementation (B2B & B2C Shift) Aug 17, 2025
- Aug 14, 2025 Internal Training & Onboarding Platform Implementation Aug 14, 2025
-
Overhaul
- Aug 20, 2025 CRM Data Overhaul & Lifecycle Marketing Enablement Aug 20, 2025
- Aug 14, 2025 Internal Training & Onboarding Platform Implementation Aug 14, 2025
- Aug 14, 2025 Certification Platform Overhaul Strategy and Pilot Aug 14, 2025
- Aug 14, 2025 From Dirty Data to Growth Engine: Aug 14, 2025
- Aug 11, 2025 From Discounts to Value-Alignment - Sales Process Optimization Aug 11, 2025
-
Strategy
- Aug 17, 2025 Market Expansion Strategy & Implementation (B2B & B2C Shift) Aug 17, 2025
- Aug 14, 2025 Internal Training & Onboarding Platform Implementation Aug 14, 2025
- Aug 14, 2025 Certification Platform Overhaul Strategy and Pilot Aug 14, 2025
Outcome Specific
- Audience Segmentation 2
- Automation 1
- B2B Strategy 1
- Benchmarking 1
- Buyers Journey 1
- CES 1
- CRM Data Governance 3
- CRM Optimization 2
- CSAT 1
- CX Strategy Execution 1
- Change Leadership 5
- Change Management 6
- Content Optimization 1
- Course Scheduling Strategy 1
- Cultural Alignment 1
- Cultural Development 2
- Customer Journey 1
- Customer Retention 2
- Dashboards 2
- Data Cleanup 2
- Decision Fatigue Reduction 2
- Digital Transformation 2
- ERP Implementation 1
- Email Strategy 1
- Employee Onboarding 1
- Enrollment Growth 1
- Feedback 1
- Forecasting 1
- HubSpot Optimization 1
- HubSpot Service Implementation 1
- Incentive Alignment 1
- Internal Career Growth Support 1
- Journey Mapping 1
- LMS 1
- Lead Conversion 1
- Leadership Development 1
- Lifecycle Segmentation 2
- Market Expansion 1
- Marketing Strategy 2
- Moments of Truth 1
- NPS 1
- Operational Alignment 1
- Operational Excellence 2
- Piloting Strategy 1
- Pricing Strategy 1
- Process Documentation 1
- Process Mapping 4
- Process Optimization 2
- Revenue Enablement 1
- Revenue Growth 3

Leading the Customer Experience Team in an ERP Implementation
ERP rollouts rarely fail because of the tech — they fail because people and processes aren’t ready.
When I led the CX team through implementation, we:
Cataloged 87 processes (eliminating 11)
Cut onboarding from 6 weeks → 7 days
Reduced ticket resolution 5 days → 2
Stabilized in 1 month while others lagged
Ownership + accountability. ERP success isn’t about software — it’s about people who own the process. Read more to uncover the secrets behind successful ERP launches.

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.

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.

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.

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.

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.

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.