Case Studies

Real audits. Same rigor, every industry.

From industrial technology to enterprise infrastructure to regulated insurance, the same audit framework surfaces the same categories of revenue leaks — because fragmented funnels, invisible pages, and abandoned leads don't respect industry lines. Every finding below came from an actual engagement. Company names and identifying financial figures are withheld under client confidentiality; the diagnoses and roadmaps are real.

Three engagements shown here as anonymized samples — the same method has been applied across B2B, B2C, and D2C businesses in dozens of other categories.

Abstract illustration of drone inspection over industrial pipeline infrastructure
Industrial Tech

Drone Inspection & Analytics Platform

Operating history17+ years
Inspections completed500,000+
Countries served40
Sales cycle~18 months

The Situation

A specialized industrial-inspection and drone-data-analytics company with nearly two decades of operating history and a genuinely strong proof story — hundreds of thousands of completed inspections, a customer roster including some of the largest names in oil & gas and utilities — was scaling toward a major corporate transition and heightened public-market scrutiny. The digital properties needed to hold up under a much brighter spotlight.

What We Found

Critical

Two autoplay hero videos over 12MB and 23MB were driving mobile page-load times past 30 seconds — losing the majority of mobile visitors before the page even rendered.

Critical

Zero AI-search readiness: no FAQ schema, no llms.txt, and a failing score on Google's own Agentic Browsing audit — meaning AI assistants effectively can't recommend the company at all.

High

A fragmented foundation — two separate domains, each with its own analytics container and lead form — splitting SEO authority and making it impossible to see a single visitor's full journey.

High

Generic six-field lead forms with no segmentation, no scoring, and no nurture track — meaning roughly 87% of leads not immediately sales-ready were simply abandoned.

High

Missing security headers ahead of acquisition due-diligence review — the kind of finding that raises unnecessary flags in a data room.

Medium

A large proprietary inspection dataset sitting completely unused as content — one of the strongest AEO/GEO assets we've seen, undeployed.

The Roadmap

A four-phase, highest-needs-first plan through the Ascent Framework: same-day header and media fixes in Phase 1; funnel consolidation, real scheduling, and activation of already-licensed intent tools in Phase 2; AEO/GEO content built from the proprietary dataset plus vertical personalization in Phase 3; and predictive scoring, an AI concierge, and a full trust center in Phase 4.

Targeted outcome: form conversion up 20%+ by end of Phase 2; measurable AI-citation visibility where none currently exists; both domains out of failing performance territory before the spotlight intensifies.

Abstract illustration of enterprise telecom signal infrastructure towers connecting a network
Enterprise Infrastructure

"4th Utility" Venue Connectivity Operator

Operating history9 years
BackingInstitutional
Mobile performance score51/100
Security header gradeF

The Situation

An enterprise infrastructure operator positioning itself as a "4th utility" for large venues and properties — nine years of operating history, institutional backing, named enterprise relationships, and recently closed investment-grade financing. The brand story was strong. The website was quietly working against it.

What We Found

Critical

Both the homepage and the contact page were tagged noindex, nofollow — the single highest-priority fix, and the direct explanation for missing brand-search visibility. Google literally could not show either page in results.

Critical

A launch announcement post from years earlier was outranking the homepage itself for the company's own brand name.

High

Zero security headers in place (F grade) — a real concern for enterprise buyers whose procurement teams run their own security reviews before signing.

High

Third-party script bloat — duplicate analytics tags (two returning server errors during live testing), plus unnecessary form friction — was driving mobile load time to 7.5 seconds versus 1.1 seconds on desktop.

Medium

A genuinely strong flagship case study existed but was buried — never promoted into a real, linkable case-studies section, and never turned into FAQ or schema-rich content.

Medium

The entire funnel relied on one static contact form — no phone-first CTA, no calendar booking, no mid-funnel offer for visitors not yet ready to talk to sales.

The Roadmap

Indexing came first — removing the noindex tags, fixing the canonical structure, and rebuilding internal links so the homepage could finally rank for its own name. From there: eliminate duplicate analytics, ship the six missing security headers, cut third-party script weight, and widen the funnel with a phone-first CTA, real scheduling, and a promoted case-studies library backed by FAQ schema.

Targeted outcome: brand-name search results restored to the homepage; mobile performance out of failing range; a security posture that survives enterprise procurement review.

Abstract illustration of a digital insurance shield connecting house and car icons
Digital Insurance

Digital-First Insurance Agency

Weaknesses identified9
Lead capture points1 (quote flow only)
Roadmap length6 months

The Situation

A digital-first insurance agency built around automated renewal monitoring, licensed agents, and online quoting — a genuinely modern value proposition undermined by a website that was quietly losing most of its own funnel before a single quote was ever generated.

What We Found

Critical

Leads were only captured inside the quote flow itself — anyone who bounced before finishing a quote was lost entirely, with no email capture, no exit-intent offer, and no renewal-reminder opt-in to bring them back.

Critical

Testimonials used first names and dollar amounts only — no photos, no last names, no state, and no presence on Google Reviews, Trustpilot, or the BBB — making every trust signal easy to dismiss as unverifiable.

Critical

Real UX friction in the core flow: an unclosable "Retrieve Quote" modal, and a "Start New Quote" button that failed to display results for some users.

High

No live chat, SMS, or chatbot of any kind — a form-only contact model in a category where speed of response is a genuine conversion killer.

High

Agent bios showed first names only — no license numbers, years of experience, or credentials — thin credibility for a regulated purchase decision.

Medium

No analytics or experimentation instrumentation anywhere on the site — meaning every recommendation above had to be made without a single funnel metric to confirm it.

The Roadmap

Phase 1 of the six-month strategy centered on one theme: measure, fix, and earn trust. Full analytics and behavioral instrumentation went in first, alongside a trust-layer overhaul (verified reviews, real agent bios with license numbers and video intros), live chat, and new email-capture infrastructure — a renewal-reminder opt-in, an exit-intent offer, and a three-email drip for anyone who didn't finish a quote.

Targeted outcome: a lead-capture funnel that no longer discards every visitor who doesn't finish a quote on the first visit, and trust signals credible enough to move a genuinely cautious insurance buyer.

What would an audit find on your site?

Every one of these findings was preventable, and every fix was well within reach once it was identified. Whatever your industry or business model, the same rigor applies.

Book a Free Call Request Your Audit