WELCOME TO SEVEN
A brand agency focused on revenue growth and business outcomes—not just amazing creative. Our largest engagement was a two-year, $3M contract.
3 Case Studies
Years Operating
Largest Engagement
Typical Project
Clients Served
The Agency
Strategy + Execution
I founded Welcome to Seven because I'd seen too many agencies deliver beautiful strategy decks that never went anywhere. Great ideas don't drive revenue. Great execution of those ideas does.
We weren't a typical agency. My background was in business, not design school. I'd ask for P&L statements, product strategy, team culture. We'd dig into markets, products, and competitive dynamics before we touched the brand. The goal was to deeply understand each company so our work would have real impact on revenue—not just look good in a portfolio.
Clients included Microsoft and State Street Global Advisors—but our sweet spot was mid-sized tech companies with recent PE funding, like FPX. Fast-growing organizations that needed brand infrastructure and go-to-market systems to match their ambition.
STATE STREET GLOBAL ADVISORS
$3M multi-year engagement building global sales and marketing infrastructure
THE CHALLENGE
State Street Global Advisors needed to unify their global sales and marketing teams across regions—EMEA, Americas, Japan, and Asia Pacific—with consistent metrics and reporting that connected product performance to revenue growth.
THE APPROACH
We conducted extensive stakeholder interviews with regional heads to understand what metrics mattered most for growth. The 18-month engagement involved strategy, design, and implementation of a comprehensive dashboard system.
Dashboards Created
Per Executive
GLOBAL SALES DASHBOARD
SAMPLE REPORT
THE OUTCOME
Each senior executive received tailored dashboards for their specific regions and product lines—sortable by business unit, geography, or focus area. The web-based system gave global leadership real-time visibility into what was driving growth and where to focus resources.
MEDICAL EDUCATION RESOURCES
Rebranding, creative direction, and performance marketing that drove revenue growth through increased conference attendance
Market Research Insight
Quality Faculty
Market Research Insight
Quality Programs
Market Research Insight
Quality Locations
Market Research Insight
Quality Time
THE CHALLENGE
MER produced CME (Continuing Medical Education) courses for physicians—the kind that count toward required credits. They had a bullpen of 100+ faculty from the best institutions in the country: Mayo Clinic, Cleveland Clinic, Johns Hopkins. World-class educators teaching at resort-style locations.
The problem? Physicians didn't know MER was legitimate. The beautiful venues made it look like a vacation disguised as education. Market research revealed an amazing product with low awareness and even lower credibility. Enrollment was flat.
THE APPROACH
We repositioned the brand around clinical credibility, not resort amenities. Then we rebuilt their direct marketing and digital advertising from the ground up—tighter targeting, clearer messaging, and performance tracking at every step.
MER was willing to spend up to $50 to acquire a new attendee because the economics made sense. Once you have instructors flying out and fixed costs covered, the variable cost for each additional physician is low and the margin is high.
MARKETING MATERIALS
CME Courses
Faculty
Credibility
Agenda
THE RESULTS
WHAT THIS PROVED
MER had the product. They had the faculty. They just needed people to believe it. By putting the quality of instructors front and center in our direct marketing, we reduced friction in the buying decision. More physicians said yes—and the numbers followed.
FPX
Complete corporate rebrand for a leading CPQ software company (now Revitas)
BRAND SYSTEM
WEBSITE & DIGITAL
CLIENT SUCCESS: BELL HELICOPTER
The rebrand positioned FPX as a premium CPQ solution for complex manufacturers. Bell Helicopter became a flagship case study—FPX's software reduced budgetary quote generation from weeks to under 5 minutes, and decreased contract signatories from 50 people to just 6.
Minutes to Quote
(down from weeks)
Signatories
(down from 50)
Lessons
What I Learned at Seven
STRATEGY WITHOUT EXECUTION IS ACADEMIC
The best strategy work leads directly to tangible deliverables. Clients don't pay for decks—they pay for outcomes.
BIG COMPANIES NEED TRANSLATION
Enterprise organizations have complex internal dynamics. Success requires translating business needs into language every stakeholder understands.
SYSTEMS BEAT PROJECTS
One-off projects create value once. Systems—brand guidelines, dashboards, repeatable processes—create value continuously.
Working with Welcome to Seven clients enriched how I build products today.