Work

The receipts

Every case below follows the same arc: we diagnosed, the data identified the work, we built, and the client owns it.

Canopy · practice management software for accounting firms

From private wins to a shared way of working

Canopy’s marketing team started at level two on the transformation scale: individuals using AI well, nothing shared. Six weeks in, the team had a common library and a shared way of working. By end of quarter: 94 builds tracked across 12 functional teams, 34 shipped and in use, and a +74% gain in measured fluency confidence.

The systems: a requirements builder, messaging and persona tools feeding copy and content, and an automated weekly industry newsletter that returned hundreds of hours a year. And one campaign the industry noticed: 300 custom cereal boxes with AI-illustrated portraits of prospects. One booked a demo.

“Until we worked with CMC, we just couldn’t level set everybody. We couldn’t meet people where they were at and bring them up to where we needed them to be. Today we’re doing things that used to be impossible thanks to AI and our work with CMC.”
Heather Hurst · SVP Marketing, Canopy
A 400-person communications agency, in a regulated industry

Zero to governed, company-wide AI in 90 days

Four hundred people brought to fluency across seven functions, with compliance held throughout, in a firm that handles material nonpublic information. Earnings-cycle work saw 20 to 50% efficiency gains.

A full-service healthcare media agency

The capability stayed, because the team built it

Mid-merger, eight cities, 93% of AI usage on personal ChatGPT accounts. We assessed 95% of the workforce, stood up a hub-and-spoke Center of Excellence, and ran training on live client deliverables. The team itself mapped 15 cross-team integrations and prioritized its own next builds.

An independent marketing agency

One pitch, three weeks in

The agency used the AI-driven pitch and targeting process we built together to win a new-business pitch three weeks in: $120K in fees and $1M in media, from one pitch.

Find out where you stand

The readiness assessment is a quantitative survey of your full team paired with qualitative interviews with your leaders. It ends with your benchmark on the transformation scale and a build roadmap ranked by impact. It starts with a thirty-minute conversation.

Book a readiness conversation