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Case Study I:
A Double Act
Client: Peter Katz,
THE BACKSTORY:
Peter Katz is a JUNO-nominated recording artist who has shared the stage with Grammy Award-winner Glen Hansard, Paolo Nutini, LP, Joel Plaskett, and Bahamas. His songs has been streamed over 30 million times, his music videos have over 25 million views on YouTube, and renowned CBC radio host Tom Power described his music as “one of the most heartfelt, beautiful, and vulnerable records of the year... an astonishing record.” When the pandemic grounded touring musicians, Peter was able to pivot his unique combination of talents into a successful speaking career, signing with one of the largest speaking agencies in Canada to deliver his industry-first Keynote Concerts. Soon, he was being called on by corporations, universities, non-profits, healthcare networks and government agencies to put the unique skillset he’d developed over the course of tens of thousands of performances to build resiliency, strengthen leadership and revolutionize company culture.
THE CHALLENGE:
Once touring had resumed, he found himself with a unique challenge: how could he continue two successful careers that didn’t seem obvious companions? Had he become a musician who gave keynotes, or a keynote speaker who gave concerts? And how could he continue to scale both businesses without compromising his personable nature and personal touch? Peter was an extremely savvy entrepreneur but he had found himself at the helm of a business too large to operate on his own.
THE SOLUTION:
• The creation and maintenance of a comprehensive internal filing and calendar management system to sort 15+ years of information, assets and incoming bookings.
• Re-organization of Internal communication into a structured multi-channel system enabling the easy storage and retrieval of every message, email and voice memo.
• Development of a full visual identity that unified all aspects of his career.
• A detail-oriented financial audit and developing a data-driven annual budget.
• Development and delivery of quarterly marketing/communications strategies and all related assets, including an audience-focused and industry-focused email newsletter.
• The streamlining and automation of an internal CRM and booking system.
• The co-creation and production of Peter’s podcast with Dr. Robyne Hanley-Dafoe,
• Serving as the main liaison to Peter’s speaking agency.
• Negotiation and contracting of all non-agency bookings.
• Coordination and support of the negotiation of international speaking and
• Screening, interviewing and onboarding new staff members.
• Management and coordination of internal staff and external consultants
THE NUMBERS:
• 14% net revenue increase in under two years
• 21% increase in subscribers
• 16% increase in events delivered
• 50% decrease in emails to Peter’s inbox
THE RESULT: Peter has more time to focus on creating new music, delivering unforgettable in-person and virtual live events, and spending more time with loved ones without compromising his business.
Case Study II:
ENROLLING IN
a New Market
Client:
THE BACKSTORY:
Called “The Marie Kondo of Digital” by Harper’s Bazaar, writer X Christina Crook was at the helm of a successful global movement to help people say no to FOMO and yes to JOMO. Her books The Joy of Missing Out: Finding Balance in a Wired World and Good Burdens: How to Live Joyfully in the Digital Age had become harbingers of the global #JOMO movement, and led to features in The New York Times, Harper’s Bazaar, CBC, and Marie Claire. The JOMO brand grew to include an online training program (The JOMO Method), a podcast (The JOMOcast), and a line of print and casual goods.
Christina had become a recognized thought leader and keynote speaker who was developing a broad network of offerings to support a new model of conscious and ethical engagement with technology that prioritized human connection, strong communities and — most importantly — joy.
THE CHALLENGE:
The rapid success of JOMO left Christina little time to develop an operational strategy that would allow her to scale. What’s more, she had an opportunity to further develop JOMO into a subsidiary offering called JOMO(campus), a first-of-its-kind digital wellness program for higher education. Christina worked with a number of consultants and partner agencies, but needed a way to unify operations so that she could have the resources to focus on development and implementation.
THE SOLUTION:
• The creation and maintenance of a bespoke CRM and calendar management system
• Re-organization of Internal communication into a structured multi-channel system enabling the easy storage and retrieval of every message, email and voice memo.
• Ongoing implementation of JOMO’s existing visual identity across all platforms.
• Development and delivery JOMO(Campus)’s launch marketing/communications strategy and all related assets, including blog posts and drip campaigns.
• The relaunch, production and coordination of The JOMO(cast).
• Negotiation and contracting of all keynote and workshop bookings.
• Screening, interviewing and onboarding new staff members.
• Management and coordination of internal staff and external consultants.
THE NUMBERS:
• 60% net revenue increase for all speaking engagements.
• 25% increase to operations efficiency
THE RESULT: Christina can seize every opportunity to expand her business without throttling operations or sacrificing quality.
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