Composite case studies

What happens when B2B teams actually deploy Claude.

Twelve composite case studies across SaaS, agencies, consulting, healthcare, legal, manufacturing, e-commerce, nonprofit, architecture, real estate, and financial services. Each one synthesizes patterns we have seen repeatedly across similar engagements — so the patterns and outcomes are real even when the names and exact numbers are illustrative.

What is a composite case study? A synthesis of patterns we have seen repeatedly across similar engagements. Specific names, numbers, and details are illustrative; the patterns and outcomes reflect real client results. We use composites so we can be specific about what worked without compromising client confidentiality.

All case studies

Browse by industry & outcome

DTC · Meal Kit · Pre-Acquisition
+66%
revenue in 6 months, then acquired by HelloFresh
Factor_ — DTC meal kit CMO during the HelloFresh acquisition year
Named client. Fractional CMO engagement that scaled paid acquisition from $0 to $4K+/day, cut blended CAC from $129 to $64, lifted email channel revenue 1,100%, and contributed to the trajectory that landed Factor_ on the INC 5000 list in 2017+2018 and resulted in the HelloFresh acquisition.
Read the case study →
B2B SaaS · Fitness
800%
revenue growth over 6 years
Hapana — global fitness SaaS, 150 → 1,200+ locations
Named client. Six-year fractional Head of Marketing & GTM Strategy engagement supporting global expansion across NA, EMEA, APAC. +22% enterprise close rate, -30% evaluation cycle, +15-25% ARPU.
Read the case study →
Enterprise SaaS · Asset Mgmt
+40%
forecasting accuracy
EZO.io — enterprise SaaS revenue systems + GTM infrastructure
Named client. Ongoing fractional Revenue & Systems Lead engagement. End-to-end HubSpot ecosystem, 100+ executive dashboards, -25% time-to-live deployments, +24% enterprise-qualified opportunities.
Read the case study →
DTC · Specialty Product
245%
YoY revenue growth
The Stack System — 245% YoY DTC revenue growth
Named client. 12-month fractional engagement. Paid social + paid search built into primary revenue channel. 20-36x ROAS on Meta. 200% ROI evergreen influencer partnership.
Read the case study →
DTC · Transformation
400%
YoY revenue (year 1)
The Axle Workout — B2B-to-DTC pivot, 400% YoY growth
Named client. 3-year Chief Marketing & Revenue Officer engagement. COVID-era pivot from B2B group exercise to DTC subscription. Shopify CVR 0.45% to 1.27%; $150K to $775K DTC revenue in 18 months; $400K virtual coaching ARR.
Read the case study →
Financial Services · Enterprise
$200K
enterprise contract, 6-yr relationship
Synchrony Financial — $200K enterprise lead-gen from cold LinkedIn pitch
Named client. Custom enterprise lead-generation engagement for motorcycle dealership financing vertical. Sourced via cold LinkedIn pitch to an SVP. Six-year client relationship that followed.
Read the case study →
Connected Hardware · B2B GTM
$1.5M+
pipeline at Ecofit alone
Connected fitness hardware portfolio — 4 brands, B2B GTM
Named clients: Styku, Ecofit, Vertimax, Core Health & Fitness. Cross-portfolio fractional GTM across hardware brands selling B2B to operators and dealer networks. 300 SQLs at Styku, $1.5M+ pipeline at Ecofit, 17-persona SEO at Vertimax, $90K Core Health website project.
Read the case study →
Fitness · AI Lead-Gen
Lowest CPL
in location history
Gold's Gym × FitCopilot.ai — pioneering AI lead-gen at a franchise
Named clients. AI-driven gym lead-generation MVP deployment at Gold's Gym Newburgh/Middletown via FitCopilot.ai (the productization of Treetop's fitness GTM patterns). 16 data points per prospect, AI equipment recommendations, 120 leads in 2 weeks, lowest CPL ever recorded at the location.
Read the case study →
DTC · Food / Prepared Meals
5×
email channel CTR lift
Eat Clean — DTC food fractional CMO, 5× email revenue
Named client. Ongoing fractional CMO at a DTC prepared-meal brand. Email nurture revamp drove 5× CTR and grew email acquisition revenue from $1.2K to $7.4K/mo. Plus $1M+ growth-spend allocation framework and SEO strategy designed for the AI-search era.
Read the case study →
SaaS
70%
less proposal time
12-person SaaS team cut proposal time 70%
B2B SaaS, ~$3M ARR. Proposals dropped from 6-hour drafts to 90-minute reviews; sales cycle compressed 11 days.
Read the case study →
Agency
2.1x
content per writer
B2B marketing agency 2x’d content output
Mid-sized B2B agency rebuilt its content production workflow with Claude. Same headcount, double the throughput.
Read the case study →
Consulting
3.4x
qualified opps per partner
25-person consulting firm rebuilt sales
Boutique strategy firm gave every partner an AI-powered sales motion. Pipeline more than tripled in 6 months.
Read the case study →
Fractional CMO
2.25x
ARR in 18 months
Fractional CMO took startup from $4M to $9M
A B2B SaaS startup hired Treetop as fractional CMO and rebuilt the GTM motion around AI-assisted execution.
Read the case study →
Financial Services
35%
admin time recovered
Finance firm deployed Claude across 4 functions
A regional financial advisory firm rolled out Claude across client comms, research, ops, and compliance.
Read the case study →
Healthcare
12 hrs
physician time/week
3-doctor medical practice recovered 12 hrs/week
Private practice rebuilt its documentation, referral letters, and inbox triage around Claude with proper HIPAA guardrails.
Read the case study →
E-commerce
28%
CAC reduction
DTC brand cut CAC 28% in one quarter
Wellness brand rebuilt its creative testing engine. 4x more concepts tested per week surfaced more winners.
Read the case study →
Legal
2.1x
contracts per attorney
15-lawyer firm doubled contract throughput
Commercial firm rebuilt its drafting and review workflow. Realization rate climbed 11% without quality drop.
Read the case study →
Manufacturing
40%
shorter sales cycle
Mid-market manufacturer closed 40% faster
$35M industrial component maker rebuilt its sales-engineering interface. Quote cycle dropped from 8 days to 2.
Read the case study →
Nonprofit
+45%
YoY fundraising
Regional nonprofit raised 45% more YoY
Human services nonprofit personalized mid-major donor comms and tripled grant submissions.
Read the case study →
Architecture
60%
less proposal time
30-person architecture firm cut proposal time 60%
Mid-sized firm rebuilt its RFP response workflow. Doubled submission volume produced $3.2M in incremental fees.
Read the case study →
Real Estate
2.1x
listings per agent
22-agent brokerage doubled listings per agent
Residential brokerage rebuilt listing copy, market reports, and buyer communications. Transaction volume up 35% YoY without adding agents.
Read the case study →
Want similar outcomes for your business?
Start with the $1,500 AI Audit. Written roadmap, no commitment to longer engagement.
Book the AI Audit → Take the Gap Assessment