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.



Market Expansion Strategy & Implementation (B2B & B2C Shift)
Strategy, Optimization Shayna Strategy, Optimization Shayna

Market Expansion Strategy & Implementation (B2B & B2C Shift)

Breaking into B2B: Unlocking Growth Hidden in Plain Sight
80% of revenue came from individual buyers — but buried in the CRM were overlooked organizational leads. By cleaning 20+ years of data, creating B2B-specific messaging, and redesigning the sales process, we grew active corporate clients from 6 to 20, each bringing high-value group enrollments.

See how we did that.

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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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