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Case Studies & Client Results

Real Businesses. Real Systems.
Documented Results.

Every number below was reported by the named client, in their own words. No composites, no anonymised "a client in the professional services sector," no figures we can't point to a source for.

0
Website conversion liftSchrant Wealth Management
0
Growth in monthly bookingsBeRejuved Medical Spa
0
Increase in website trafficPate and Knotts Law
$0
Recovered in one quarterBeRejuved Medical Spa
0
Saved weekly via automationPate and Knotts Law

Three Full Studies

Challenge, Approach, Outcome.

Schrant Wealth Management Eric Schrant · Founder & Chairman
Financial Services

The Challenge

A wealth management practice depends on trust before it depends on anything else — and the firm's digital presence wasn't carrying that weight. Interest existed, but the path from a visitor arriving to a qualified conversation being booked was unclear, and the brand didn't yet articulate what made the practice distinct.

The Approach

We started with clarity rather than tactics: establishing a cohesive brand identity and a defined value proposition first, then building the marketing strategy on top of that foundation. Capture, nurture, and conversion were then implemented through New Dawn CRM so that inbound interest had a route to a booked conversation.

The Results — Within 60 Days

  • Website conversion rate improved by 34%
  • Qualified leads increased by over 40%
  • Three new high-value client accounts closed
Measured at 60 days

"Within 60 days, we had a cohesive brand identity, a clear value proposition, and a fully built marketing strategy. New Dawn Solutions doesn't just consult — they become a true strategic partner invested in your growth."

Eric Schrant, Founder & Chairman
BeRejuved Medical Spa & Wellness Studio Ann Taylor P. Daniels · Co-Founder · New York City
Medical Spa

The Challenge

A medical spa lives on booked appointments and repeat visits, and both were being left to chance. Interest wasn't converting into scheduled bookings consistently, past clients who had drifted were never contacted again, and the email list was small enough that it couldn't function as a revenue channel.

The Approach

Automated booking, follow-up, and nurture sequences were deployed through New Dawn CRM to convert interest into confirmed appointments without adding administrative headcount. Alongside that, we ran a reactivation campaign targeting lapsed clients — deliberately early in the engagement, because it produces revenue from contacts the business already owns.

The Results — Within 90 Days

  • Monthly new client bookings grew by 52%
  • Email list grew from under 300 to over 1,200 engaged subscribers
  • Over $13,500 in recovered revenue from reactivation alone, in a single quarter
Measured at 90 days

"Reactivation campaigns alone brought in over $13,500 in recovered revenue in just one quarter. Every recommendation was rooted in data, tailored to our business, and built to last."

Ann Taylor P. Daniels, Co-Founder
Pate and Knotts, Attorneys at Law LLC Cody Knotts · Marketing & Operations Manager
Legal Practice

The Challenge

Consultation requests were arriving at roughly four per month, and every one of them generated manual follow-up work that consumed staff hours. The practice needed more qualified inbound enquiries and simultaneously needed those enquiries to cost less administrative time, not more.

The Approach

Two parallel tracks: SEO-informed content to grow qualified organic traffic, and an automated lead nurturing system inside New Dawn CRM to capture, route, and follow up on consultation requests without a person driving each one manually.

The Results — Within 4 Months

  • Website traffic increased by 67%
  • Online consultation requests went from ~4 per month to consistently 15–18 per month
  • An estimated 12+ hours of staff time saved per week
Measured at 4 months

"Online consultation requests went from averaging 4 per month to consistently 15–18 per month. The smartest operational decision we've made this year."

Cody Knotts, Marketing & Operations Manager

More Client Results

Shorter Stories, Same Pattern.

Three businesses where the change showed up faster than the numbers did.

★★★★★
Within two weeks of switching to New Dawn CRM, we could see exactly which jobs were slipping through the cracks. Our close rate jumped — and our evenings got a lot quieter.
Carlos Rodriquez Home Services Owner · 5-person team
★★★★★
We switched from a big-name CRM after just 3 weeks — too complicated, too time-consuming. With New Dawn, setup took one afternoon and my team genuinely enjoys keeping it up to date.
Jenna Wilson Boutique Marketing Agency Founder
★★★★★
Before New Dawn, I spent Sunday nights stitching together notes from my phone, my inbox, and a beat-up notebook. Now everything lives in one place. I close the shop at 5 and I actually feel done.
Maya Lopez Owner · Two-person design studio

What They Have in Common

Three Different Industries. One Sequence.

Wealth management, a medical spa, and a law practice have almost nothing in common operationally. The order of operations was identical.

First

Clarity before build

In every case the brand identity and value proposition were settled before a single system was installed. It is tempting to skip this because it produces nothing visible — and it is the reason the systems that follow actually convert.

Second

Revenue from what already exists

Reactivating a dormant list and fixing follow-up came before chasing new traffic. That sequence is why BeRejuved recovered $13,500 in a quarter — from contacts the business already had, at no acquisition cost.

Third

Automation to protect the gain

Only then automation, so the improvement doesn't depend on anyone remembering. Pate and Knotts didn't just get more consultations — they got them while spending 12 fewer staff hours a week.

About these numbers — plainly

Every figure on this page was reported by the named client and is specific to their business, market, and starting position. We haven't rounded them up, averaged them into a friendlier headline, or converted them into a "typical client sees…" claim, because that claim would be unverifiable.

These are not projections and they are not guarantees. Results vary genuinely and substantially by industry, competitive intensity, budget, offer strength, and how fully a system gets implemented. A business that installs a lead system and then doesn't answer the leads will not see these numbers, and no agency can change that.

What we do commit to is the system, the timelines we agree in writing, transparent monthly reporting, and telling you early when something isn't working rather than waiting for you to notice. If we can't see a credible path to a return during your free session, we'll tell you that instead of selling you something.

Industries

Where We've Worked, and Where We Fit.

Green indicates a documented case study on this page. The rest are sectors our systems are built for and where we actively work.

Financial & Wealth Management ✓ Medical Spas & Wellness ✓ Legal Practices ✓ Home Services ✓ Design Studios ✓ Boutique Agencies ✓ Contractors & Trades Retail Restaurants Salons & Spas Gyms & Fitness Clinics & Practices Professional Services Consultants & Coaches Nonprofits Faith-Based Organizations

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