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.
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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
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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
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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
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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

CRM Data Overhaul & Lifecycle Marketing Enablement
From Chaos to Clarity: A CRM Transformation Story
What happens when your CRM has nearly half a million duplicates? For one global organization, broken data integrity meant missed opportunities, generic campaigns, and frustrated teams. We overhauled HubSpot from the ground up — cleaning 489,000 records, building lifecycle-driven segmentation, and aligning communications across Marketing and Sales. The result: accurate data, personalized engagement, and a CRM that finally worked as the growth engine it was meant to be.
Read more about how we turned a cluttered database into a revenue driver.

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.

Certification Platform Overhaul Strategy and Pilot
From 6-Week Onboarding Delays to Scalable, Predictable Certification Growth
When a global certification program was stuck on a 20-year-old manual process, the result was long onboarding times, unpredictable workloads, and cultural resistance to modernization. Past attempts to fix it failed — not because of technology, but because people weren’t brought along.
Leading the redesign, I applied my 80/20 principle: automate 80% of repetitive cases through self-service while reserving 20% for human intervention where it matters most.
The result: a roadmap for 70% faster onboarding, consistent revenue flow, and scalable growth — proving that modernization succeeds when people and processes transform together.
Read the full case study to see how we balanced automation with human-centered change management.

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.