Public Relations B2B Case Studies
Organic growth is sustainable growth. Traditional, digital, and brand public relations enhance your visibility and drive measurable results with long-term legacy traffic and authority.
Explore our PR B2B case studies to see how strategic communications consulting services, event management, SEO, and expert thought leadership deliver explosive results.
Chariot Communications’ search performance and position tracking—the original B2B case study for digital PR.
Keith A Gruen. Scaling Conscious Leadership and Expanding Executive Reach.
Audience: C-Suite Executives at Fortune 1000 Companies
Project Duration: 90 days
Keith Gruen is a conscious leadership coach helping high-performing executives grow from the inside out—leading with greater clarity, empathy, and integrity in their work and lives.
The Challenge
Keith needed to shift away from his former brand identity (Hailyard) and reposition his practice under his own name. With a strong referral network already in place, the goal was to grow his digital footprint and attract new clients through organic discovery and thought leadership.
The Approach
Launched a digital foundation focused on technical SEO, on-page enhancements, and search visibility. Technical SEO ensured the site was performant for search engines, while on-page SEO aligned content with user intent. Developed a content strategy targeting high-intent search terms tied to conscious leadership, and key landing pages to drive engagement with an executive audience.
The Results
Website Optimization
8% site health improvement
2-point increase in domain authority
The highest-performing landing page is the Best Free Enneagram Test, with a conversion rate of 1.05%.
Search Performance
291% increase in sessions from organic search
Search generated a 62.01% engagement rate, and average time on site increased by 1m 25s
24.6% increase in average search position (now #75)
8.25% increase in competitor share of voice; ranked #2 among peers
Ranks #1 for brand term with a 341.7% increase in ranking non-branded keywords, 34% with commercial intent
Referral Traffic
179% increase in sessions from referral traffic
Referral offers a 60.53% engagement rate, and average time on site increased by 55s
31.1% increase in backlinks, accompanied by a 22.4% rise in referring domains.
Why It Matters
Conscious leadership creates ripple effects—from healthier executive teams to more resilient workplace cultures. A rebrand and thought leadership strategy helped Keith scale his message beyond referrals, bringing life-changing coaching to a broader audience through intentional visibility and strategic search presence.
Design Like You Mean It. Human-First UX Design Drives Market Demand.
Audience: High-growth B2B and B2C companies, from mission-driven to mass market.
Project Duration: 10 months
A Denver-based, human-centered UX Design Agency, Design Like You Mean It (DLYMI) helps ambitious teams create intentional, high-impact digital products through strategic, systems-driven design.
The Challenge
With a growing reputation in the design space, DLYMI’s founders—UX thought leaders Jesse and Michael—built influential individual followings across Medium, Substack, and social. Siloed audiences made it hard to convert awareness into pipeline. The goal was to align channels, expand brand visibility, and generate qualified traffic to a newly rebranded website.
The Approach
Launched a phased program focusing on organic growth by aligning earned and owned media. In Phase 1, I supported a full website redesign with a bulletproof SEO structure and refreshed leadership bios for a media-ready presence. In Phase 2, the team prioritized LinkedIn community engagement and ongoing SEO to build an inbound sales funnel, including a complete content crossover from Medium. Alignment with partners like Techstars and event activation at Figma Config added credibility and amplified thought leadership to fuel pipeline momentum.
The Results
Website Optimization
Site health improved to 94%, resolving 100% technical SEO errors.
Domain authority increased 5 points
Organic LinkedIn
Organic social drove the highest engagement rate (65.63%) across all traffic channels
Increased LinkedIn followers by 17.3% by proactively targeting partners, prospects, and influencers
Increased page views by 68%, increased visitors by 82%, with a 295% increase in engagement during Config.
Referral Traffic
Backlink strategy increased referral traffic by 61.6%, accounting for 11% of total sessions
23.2% increase in backlinks, with a 37% increase in referring domains
Search Performance
62.5% growth in organic search traffic over 6 months.
Post-redesign, organic search results skyrocketed: 248% increase in users, 293% increase in sessions, 620% increase in engaged sessions, 62% increase in average engagement time per session, and 124% increase in engagement rate.
Rank #1 for brand terms ("Design Like You Mean It," “DLYMI”)
200% Increase in ranking keywords, with 50% of the top 20 keywords showing commercial intent
Why It Matters
A unified brand experience fuels pipeline. By aligning channels to amplify thought leadership efforts, DLYMI leadership turned their influencer status into sales momentum, expanding influence, growing an engaged audience, and creating measurable demand for its human-centered design expertise that makes the world a better place.
Integral CFO. Elevating a Fractional CFO Agency for Fast-Track Market Trust.
Audience: Startups, entrepreneurs, and enterprises.
Project Duration: 90 days
Managed by Carol Hall, CPA, Integral CFO provides full-spectrum accounting, bookkeeping, and financial strategy services to support sustainable business growth with clarity and confidence.
The Challenge
Founder and CPA Carol Hall launched Integral CFO with deep expertise but limited digital infrastructure. With minimal online presence, no search authority, and no active content channels, the firm needed to go from zero visibility to market-ready—fast.
The Approach
Launched a full-scale digital PR program with custom GA4 and GTM tracking to monitor performance and inform ongoing optimization. Ensure credibility, discoverability, and brand trust from the ground up with SEO-forward website updates, keyword strategy, technical audits, competitor and backlink analysis, platform optimization (Google Business Profile, LinkedIn), and content assets like a media kit and executive bio.
The Results
Website Optimization
96% site health
1-point increase in domain authority
Initial conversion rates exceed industry averages for top-of-funnel traffic because the total session volume is still low (early-stage site). However, early indicators suggest strong engagement, and prove immediate results.
Search Performance
Established a performance baseline accounting for 12.41% of all traffic
Generated 2 key event conversions with a 2.78% conversion rate
69.44% engagement rate with an average session time of 1 minute
#1 ranking for the branded keyword. The agency is tracking 3 keywords in the top 3 and 5 in the top 20, with 27% showing commercial intent
Local SEO was a success with 3.16% visibility increase for "fractional CFO Oregon", a 12.99% overall visibility gain
5.21% improvement in average search position (now #93)
2.35% increase in competitor visibility; now ranked #8 out of top 20 competitors
Referral Traffic
Re-listing strategy generated a 24.2% increase in referring domains and 148 total backlinks
Established a performance baseline accounting for 13.79% of all traffic
65% engagement rate with an average session time of 1m 13s
Referral traffic activity grew from 0 to 357 total events—marking a 100% increase from the previous baseline, including 4 key event conversions and a 2.2% conversion rate
Why It Matters
When you're building a business from the ground up, clarity isn't optional. A digital infrastructure built on a strong SEO architecture is the path of least resistance when reaching new audiences. True to its name, Integral CFO delivers the kind of accounting services that are essential to making a company whole. With a digital foundation that strategically targets Carol’s buyer persona, the brand now reflects its values: trusted, complete, and ready to grow.
Still Wild Stories. Empowering Independent Authors with Credibility and Reach.
Audience: Niche Industry Experts
Project Duration: 2 months
Still Wild Stories is a boutique marketing agency delivering personalized strategies and communications programs for authors and independent publishers. The agency boasts a 12+ year history of elevating its clients with branding, content creation, and community-driven marketing.
The Challenge
The agency supports two clients with powerful but radically different stories: S. A. Thomas, a former Wall Street insider challenging conventional narratives of financial success, and Anna Maria Bounds, a CUNY professor spotlighting urban resilience during the pandemic. Both authors needed targeted public relations to amplify their work and break through crowded media landscapes—without the backing of a major publisher or PR firm.
The Approach
Developed media kits, authored press releases, and executed targeted media relations for each client. Built a PR program to complement existing marketing efforts, focusing on credibility-building tactics like high-authority wire distribution, earned media placements, and branded search visibility. The goal was to increase book sales for two distinct audiences.
The Results
Brand Credibility and Traffic Performance
#1 ranking for branded search terms (author names + book titles)
58% increase in traffic for Thomas, with 27% from referral sources
62% increase in website traffic for Bounds, with 23% from referral sources
Domain authority increased by +4 (Thomas) and +3 (Bounds)
Media Relations & Press Distribution
Thomas: Published by 136 outlets, with 9 newswires and 6 databases, including Bloomberg, Moody’s, and Crunchbase
Bounds: Published by 211 outlets, including book trade publications, 9 newswires, and 8 databases, including Google News, AP News, and Bloomberg
New York regional channel reached 426 unique media contacts per campaign
Authority Magazine feature: 5 Things You Need to Be a Highly Effective C-Level Leader in Fintech
Complimentary video: Five Ways To Be Successful In Finance
SILive spotlight: A Moron’s Memoir Is a Staten Islander’s Tale of Why He Left Big Finance
AP News syndication: Urban Preppers and the Pandemic in NYC
Community Validation
Both authors received 5-star average Amazon reviews:
Thomas: 41 reviews
Bounds: 14 reviews
Why It Matters
Targeted PR helps level the playing field for independent authors, proving how grassroots, purpose-driven media realtions drives credibility and legacy referral traffic without needing a massive budget or mainstream platform. By amplifying bold, necessary thought leadership—on economic inequity, public preparedness, and the systems that shape our lives—we brought timely, underrepresented perspectives into public discourse.
NDA. Driving $1.4M in AI Opportunities Through Strategic Roundtable Events for PE Portfolios.
Audience: Private Equity Executives and Portfolio Company Leaders
Project Duration: 90 days
A We Are Rosie client, a cutting-edge AI and analytics consultancy, delivers data-driven transformation strategies for enterprise clients navigating the future of artificial intelligence.
The Challenge
As AI redefines competitive advantage, the client needed to strengthen its thought leadership and create direct engagement opportunities with private equity executives seeking high-impact applications for their portfolio companies. In a landscape where those who hesitate risk leaving value on the table, the goal was clear: make AI adoption tangible, relevant, and impossible to ignore.
The Approach
Led messaging and event strategy for an exclusive, invitation-only, in-person live event co-hosted with a partner law firm. Conducted media training and dry-runs for executive leadership and subject matter experts. Developed a high-touch event experience for attendees—from positioning and promotion to post-event follow-up—supported by LinkedIn content, thought leadership, SEO research, and competitive analysis.
The Results
Thought Leadership Live Event
Targeted event communications generated a 111% increase in RSVPs with an 89% attendance rate
24% increase in client newsletter signups
45% of attending firms scheduled a Portfolio Company AI-Readiness Benchmarking Assessment
Generated $1.4M ARR in qualified pipeline
On-page SEO increased top 20 keyword rankings by 12%, strengthening the client’s unified digital presence across event and thought leadership content
Event strategy will scale to virtual and in-person formats beyond 2024, with continued law firm partnership
Why It Matters
Private equity can’t afford to wait on AI. Leadership is under pressure to unlock growth, and AI is quickly becoming the disruptive differentiator. A live roundtable initiative combined high-touch events with thought leadership and search visibility to deepen trust, accelerate adoption, and position the client as a must-have strategic partner. Firms that fail to act risk falling behind; this program helped ensure their portfolio companies don’t.
Era. AI-Powered Parenting Tech That Wins Investor Confidence.
Audience: Investors and Modern Parents
Project Duration: 4 months
Era (formerly known as Parent Lab) launched as a purpose-driven AI product designed to help parents develop emotional intelligence and foster connection at home. The platform has since evolved into a storytelling publication.
The Challenge
Executive leadership needed to establish a credible voice in a highly sensitive space—parenting and child development—while launching an AI-driven tool designed to foster emotional connection between parents and children. In addition to engaging a B2C audience, the parenting disruptor also needed to hit aggressive growth targets to impress investors.
The Approach
Led the launch of Era’s media relations program, focusing on thought leadership and emotionally resonant storytelling. Press outreach, podcast placements, content marketing, and spokesperson media training elevated the CEO’s thought leadership and connected with a values-aligned audience. To support investor confidence, the strategy emphasized credibility and market relevance, showcasing early brand momentum.
The Results
Media Relations
Implemented PRCRM and media relations infrastructure (Muck Rack) and developed press kit with custom photography, letter from the CEO, and brand fact sheet
CEO-authored thought leadership: “You Weren’t Born With Your Attachment Style” (Medium)
National earned media coverage:
Brand Visibility
Exceeded 890,000 total reach from earned media program
Referral traffic from media relations increased 374% in 3 months
30% increase in organic App Store views, generating a 12% lift in organic installs
5.7% improvement in conversion rate from organic app traffic
Why It Matters
Parenting support should be accessible, evidence-based, and emotionally intelligent. By encouraging self-awareness and nurturing connection, Era helps parents raise happier, more emotionally resilient kids, shaping stronger families and, ultimately, a more compassionate world. By demonstrating early traction and brand credibility, Era strengthened investor relationships and successfully evolved from an AI tool into a values-driven parenting journal, continuing its mission to support emotionally connected families.
Sholder. Earning Investor Confidence to Advance Mental Health Solutions That Bridge the Clinical Gap.
Audience: Individual Investors, Employers, Frontline Professionals, and Everyone Seeking Supportive Friendship
Project Duration: 6 months.
Sholder provides non-clinical emotional support through trained practitioners, helping people navigate life’s challenges with real-time, human-to-human guidance.
The Challenge
As an early-stage startup, Sholder needed to secure investment, strengthen community trust, and align its digital presence—all while positioning itself as a mission-driven alternative to clinical mental health care. One-to-one founder communication became the primary objective to raise capital and expand one-to-one, confidential emotional support.
The Approach
Worked directly with the CEO to lead investor communications, live event strategy, and a full social media re-launch. Built engagement through values-based storytelling and hosted interactive Q&A webinars with the CEO/Founder to foster transparency and connection. Revitalized brand messaging across LinkedIn, Instagram, and Facebook to resonate with emotionally aligned audiences.
The Results
Investor Communications & Event Activation
Supported successful crowdfunding campaign on WeFunder, raising a meaningful share of total funding from 36 investors in 2 months
Hosted a series of CEO webinars with Q&A generating an average 70%+ attendance rate
Boosted live event participation by 38% via chat prompts, Zoom polls, and curated engagement
Post-event lead generation campaign led to meetings with 16% of confirmed attendees
Social Media Relaunch
Organic social media traffic drove the highest engagement rate (57.32%) across all traffic channels
LinkedIn Performance
119% increase in page views and 102% increase in visitors
213% increase in followers, targeting niche influencers in mental health and life coaching
Community-driven content produced a 22,100% spike in reactions and a 500% increase in comments
Instagram Performance
1,477% increase in impressions
11,750% in non-follower reach
52.5% increase in follower engagement; and 47.5% in non-follower engagement
38.8% increase in account reach (followers); 61.2% (non-followers)
Facebook Performance
409% increase in reach
35% lift in content iteration and interaction
Why It Matters
Sholder is redefining what it means to care for each other. By filling the space between silence and clinical care, Sholder offers accessible, non-clinical pathways to emotional well-being. By fostering authentic dialogue and re-energizing its mission-led brand, Sholder inspired a growing network of supporters—and investors.
NDA. Messaging Overhaul Boosts Engagement by 31% for a Fortune 200 Financial Services Loyalty Program.
Audience: Small Business Owners
Project Duration: 2 months
Punchcut’s client is a Fortune 200 global payments company that connects consumers, businesses, and financial institutions through a secure digital network—processing billions of transactions annually. Its small business loyalty program offers financial solutions and nationwide support.
The Challenge
The client needed a refined messaging strategy to boost enrollment in a small business loyalty card program and unify content across the website, brochure, and affiliate channels. With a wide range of touchpoints, the messaging had to resonate clearly and consistently with the target audience to convert awareness into sign-ups.
The Approach
Served as Senior Copywriter, leading the development of a new messaging guide to inform omnichannel content. Facilitated a structured focus group with senior leadership to align internal perspective with customer needs and translated insights into clear, value-driven copy across all key touchpoints.
The Results
Program Enrollment
12% increase in program engagement via card link clicks
Website Metrics
8% increase in organic traffic
4.2% increase in referral traffic
14.2% improvement in bounce rate
3.45% increase in click-through rate
31% increase in average engagement time per session
Why It Matters
Small businesses fuel the economy—and clear, compelling messaging helps them access the support they need to grow. For a Fortune 200 financial services company, increasing enrollment in its small business loyalty program is a key long-term growth driver. Stronger messaging led to higher engagement, which translates into more active cardholders, deeper brand loyalty, and greater lifetime value. When small businesses thrive, so does the bottom line.
Spectrum Enterprise. Zero Churn. Thousands Informed. Business Continuity Across Thousands of Clients.
Audience: Enterprise B2B Clients
Project Duration: 6 Months
A national provider of enterprise-grade fiber solutions, Spectrum Enterprise, owned by Charter Communications, powers digital infrastructure for major industries—supporting Fortune 1000 companies, healthcare systems, and some of America’s largest businesses and public sector organizations.
The Challenge
Spectrum Enterprise needed to communicate a complex billing system consolidation to enterprise clients without increasing customer service load or risking account loss. The goal was to deliver a modern, streamlined experience in an industry where billing processes are often outdated and opaque, without disrupting trust or service.
The Approach
Led B2B email marketing and internal communications as Marketing Manager. Developed change management content, including knowledge base articles and frontline enablement, to guide clients and support teams through the transition.
The Results
External Communications
0 client attrition during cutover
23% average B2B email open rate
Internal Communications
31% increase in internal knowledge base traffic
4,300 steady monthly support calls, showing minimal customer confusion
Why It Matters
Clarity equals continuity. By proactively managing change across internal and client-facing channels, Spectrum avoided customer churn, supported frontline teams, and ensured business stability during a major operational shift. With zero client attrition, the transition preserved customer trust and ensured $0 in lost revenue, positioning the business for continued growth.
Book a Complimentary Strategy Session
Discover what digital and brand PR can do for your business
