Case studies · Shani Wolf · Fractional CMO · HubSpot, monday and Amplemarket partner

Real projects in B2B marketing CRM systems HubSpot MarTech and AI monday crm microsoft 365

Every case here happened and based on a real story. Filter the world you care about, or by your sector.

21case studies40+companies15+years in B2B
Case studies HubSpot Solutions Partner

What I did, and what came of it

Real numbers, changed names. Filter by world, by sector, or both

By service
By sector

HubSpot HubSpot Based on a true story
eCommerce · HubSpot HubSpot live in 6 weeks

85% of the MarTech setup was missing 3 months before Black Friday. 6 weeks later: scoring, workflows, pipeline and an Amplemarket sync.

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Investment group · Microsoft 365 CRM Migration Based on a true story
Finance & investment · Investment group · Microsoft 365 12 versions → 1 home

SharePoint hub with an AI assistant that answers from the content. 8 companies, 1,000+ employees, 6 weeks from approval to launch.

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Systems review MarTech & AI Based on a true story
Professional services · Systems review 53,000 files, 0 connections

9 systems, 7 manual copy jobs and 20+ hours a month. Finding: good systems, zero connections between them. A playbook in three phases.

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International group · SEO and AEO MarTech & AI Based on a true story
Finance & investment · International group · SEO and AEO 0 search equity lost

11 entities share the name. 32 phrases mapped, answer-first content, and a legacy domain moved to the new brand in 3 months.

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Family office · AEO MarTech & AI Based on a true story
Finance & investment · Family office · AEO 12 weeks to go-live

For an audience that vets you online: brand, site architecture and content that answers AI engines, 12 weeks from discovery to launch.

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What 15 years of B2B marketing looks like in practice

15+Years in B2B, from agency to in-house to fractional
40+Companies: SaaS, cyber, fintech, enterprise
$14M+Pipeline influenced at clients, last six months
3xAverage efficiency gain once the systems talk to each other

Frequently asked questions

Why are there no client names?
Because most of the work happens under NDA, and some of it inside the organization's internal systems. The sector, the type of organization and the players change; the numbers, the timelines and the process are real.
Can I talk to a client?
Yes. After an intro call, and with the client's consent, I connect you with a reference from the relevant world: HubSpot, CRM migration or MarTech and AI.
What do all the cases have in common?
The same order: diagnosis, a prioritized playbook, implementation inside the systems, training and measurement. And at the end of every project the knowledge stays in the organization, and the team runs on its own.

Last updated: October 2026

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