Case Studies
Case Studies
Three engagements with real clients, described without names or identifying details. Every result on this page was re-checked on September 28, 2026, on Google and on leading AI engines. We report what the record shows today.
A Record That Matches the Career
An executive coach following a settled SEC civil action.
The situation
An executive coach had spent more than a decade building and selling a software company before turning to advising chief executives. He had also been named in an SEC civil action, which he settled without admitting or denying the allegations. His work depends on CEOs trusting his judgment, and a search of his name had become a conversation he couldn't be part of.
Our review
Before accepting the engagement, we reviewed the SEC filings and final judgment against our intake standards.
The work
We built websites documenting his coaching practice, operating history, and work with CEOs. We improved the discoverability of his existing podcast and video library and connected those materials to his professional profiles.
We also established the online presence for two client-funded scholarships, including a STEM award. Awards are paid by check directly to each winner's university financial aid office, and at least one university lists the scholarship for its students.
Structured data supported accurate identification across platforms, and monthly reviews tracked changes in search results and AI descriptions.
The observed results
The engagement reached its agreed goals in approximately one year.
In checks recorded on September 28, 2026, Google's first page for his name included his practice, personal websites, scholarships, and professional profiles. The responses reviewed from Copilot, Gemini, and Perplexity described his career and coaching practice.
What this illustrates
A fuller professional record can give people more context when assessing someone's career. The official record remained part of his history; the work gave it proportion by expanding the information available alongside it.
The Right Person First
An investment executive with a shared name and an SEC administrative order.
The situation
An investment executive shared his name with several prominent people. His company had a substantial public presence, but his personal record was comparatively limited and included an SEC administrative order. His work depends on the trust of partners and investors, so the question was which version of him people would find first.
Our review
Before accepting the engagement, we reviewed the SEC order against our intake standards.
The work
Over two years, we developed his personal websites, long-form writing, and professional profiles. His company's websites were outside the engagement.
The client contributed interviews, writing, and time throughout the campaign. We connected these materials so everything pointed to the same man.
We also developed the online presence for a client-funded scholarship and grant, with awards paid by check directly to each winner's university financial aid office. Structured data and monthly monitoring supported identification and consistency across sources.
The observed results
In checks recorded on September 28, 2026, after the engagement concluded, a Google search combining his name and company returned his company, personal websites, grant program, and a published interview on the first page.
When prompted with his name alone, the responses reviewed from Copilot, Gemini, and Perplexity presented him first among people sharing that name and described his professional career.
What this illustrates
His participation made the difference. With his contributions and our work aligned, his company's record and his personal record now describe the same person. On a shared name, the goal is not to obscure anything; it is to make sure the right person is the one people find.
A Public Record That Kept Pace With a Career
A healthcare finance executive following an SEC accounting order.
The situation
A healthcare finance executive with two decades of experience was the subject of an SEC order concerning accounting at a former employer. The order included a suspension from practicing before the Commission as an accountant. By the time he was ready to lead again, a search of his name was describing the order rather than the executive.
Our review
Before accepting the engagement, we reviewed the SEC order against our intake standards.
The work
We built personal websites documenting his healthcare finance, operations, and leadership experience, alongside professional listings and profiles.
We also developed websites and listings for two client-funded scholarships and a grant. Awards are paid by check directly to each winner's university financial aid office.
Structured data supported accurate identification among people sharing his name. Monthly reviews tracked search results and AI descriptions.
The observed results
The campaign reached its agreed goals in fourteen months. At the client's request, the engagement then moved to ongoing maintenance.
In checks recorded on September 28, 2026, Google's first page for his name included his websites, scholarship and grant programs, and professional profiles. The responses reviewed from Copilot, Gemini, and Perplexity described his healthcare finance career. Most presented him first among people sharing his name.
He has since served as CFO of two healthcare organizations. We note this as context, not as a result we claim.
What this illustrates
The campaign builds the record, and maintenance keeps it current as his career moves forward. When a client chooses to stay on after the goals are met, that decision says more than any result we could report.