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Success Stories

Real businesses. Real transformation.

Case studies matter because they show legacy → modern operator impact. See how we've transformed businesses like yours.

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Featured Case StudyManufacturing • Full Transformation

Heritage Manufacturing Company: From Local to National

A 45-year-old precision engineering firm was struggling to compete with larger players despite having superior quality and decades of expertise. Their website looked outdated, they had no digital presence, and potential clients couldn't find them online.

300%
Increase in qualified leads
£2.4M
New revenue in first year
85%
Reduction in admin time

Complete Digital Transformation

New website, CRM integration, automated quoting system

Brand Storytelling

Video case studies showcasing 45 years of precision engineering

Growth Systems

Sustainable content strategy and performance tracking

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Heritage Manufacturing transformation
Client photo

David Richardson

Managing Director

Success Stories

Transformations across industries

Heritage Bakery
Food & Beverage
StorytellingE-commerce

Heritage Bakery

Challenge

Local business struggling with online visibility

Outcome

40+ online orders per week from 2-3

Read full case study →
Precision Engineering
Manufacturing
Full TransformationB2B

Precision Engineering

Challenge

Losing contracts to competitors with better digital presence

Outcome

£2.4M new revenue in first year

Read full case study →
Maritime Law Firm
Professional Services
AutomationLegal

Maritime Law Firm

Challenge

15 hours/week spent on manual marketing tasks

Outcome

85% time savings, 40% more qualified leads

Read full case study →
Family Restaurant Group
Hospitality
TechnologyHospitality

Family Restaurant Group

Challenge

Competing with chain restaurants on convenience

Outcome

180% growth in direct bookings

Read full case study →

Each transformation is unique, but the principles remain consistent: ownership, expertise, and sustainable growth.

View All Case Studies

Storytelling Impact

How storytelling reshaped client presence

Heritage Bakery Transformation

Before: Invisible Expertise

  • • No online presence beyond basic contact info
  • • 40 years of sourdough expertise completely undocumented
  • • Customers found them by accident or word-of-mouth only
  • • 2-3 online orders per week despite exceptional quality

After: Discoverable Authority

  • • Comprehensive process documentation with video
  • • SEO-optimized content that ranks for "artisan sourdough"
  • • Customer stories showcasing 40-year legacy
  • • 40+ online orders per week from people who understand the value

The Story Strategy

We didn't change what they do—we captured and communicated their expertise in ways that both search engines and customers could understand and trust.

Heritage bakery transformation
1900%
Increase in online orders
#1
Google ranking for key terms
300%
Growth in new customers

"People finally understand what makes our bread different. The orders started coming from customers who already knew they wanted artisan sourdough, not people who needed convincing."

Sarah Mitchell
Owner, Heritage Bakery

Technology Deployment

Maritime Law Firm: From Manual to Automated

The Challenge

A prestigious maritime law firm was spending 15 hours per week on manual marketing tasks: updating their website, sending newsletters, tracking leads, and following up with prospects. Their partners were lawyers, not marketers, and the administrative burden was preventing them from focusing on billable work.

Problems We Identified

  • Manual content updates taking 3+ hours per week
  • No lead tracking or qualification system
  • Newsletter creation requiring 4-5 hours monthly
  • No visibility into which marketing efforts actually worked

The Solution

Automated Content Management

Content scheduling system that publishes case studies, insights, and news automatically

Lead Tracking & Analytics

Comprehensive dashboard showing lead sources, conversion rates, and ROI by channel

Automated Nurture Sequences

Email sequences that educate prospects about maritime law complexities automatically

85%
Time Savings
From 15 hours/week to 2 hours/week
40%
More Qualified Leads
Better targeting and nurturing
200%
ROI Improvement
Clear attribution and optimization
"We went from spending more time on marketing than on legal work to having a system that runs itself. Our partners can focus on what they do best while still growing the practice."
James Harrison
Senior Partner, Maritime Legal Associates

Momentum Case Study

How process consistency made growth sustainable

Precision Engineering: Building Compound Growth

After the initial digital transformation, the real challenge was maintaining momentum. Many businesses see a spike in results, then plateau. We established systems that turn one-off wins into compound growth.

The Momentum System

  • Monthly content calendar showcasing completed projects
  • Automated lead nurturing based on project type and size
  • Performance tracking with monthly optimization cycles
  • Client feedback loops integrated into content strategy

Why It Works

Instead of sporadic marketing efforts, we established a rhythm that builds trust over time. Each piece of content reinforces their expertise, each optimization improves performance, and each success story attracts similar clients.

Growth Trajectory Over 12 Months

Month 1Monthly Results
8
Qualified Leads
12%
Conversion Rate
£15K
Monthly Revenue
Month 3Monthly Results
15
Qualified Leads
18%
Conversion Rate
£28K
Monthly Revenue
Month 6Monthly Results
22
Qualified Leads
24%
Conversion Rate
£45K
Monthly Revenue
Month 12Monthly Results
35
Qualified Leads
32%
Conversion Rate
£78K
Monthly Revenue

Key Success Factors

Consistent content publication (no gaps or rushes)
Data-driven optimization (monthly performance reviews)
Client success integration (turning wins into content)
Process refinement (improving what works, eliminating what doesn't)
"The first few months were exciting—we were getting results we'd never seen before. But what impressed me most was how it kept getting better. Every month, the system got smarter, our content got better, and our results improved. Two years later, it's still growing."
David Richardson
Managing Director, Heritage Manufacturing

Transformation Comparison

Legacy → Modern: The Complete Picture

Before: Legacy State

45-year-old precision engineering firm

Digital Presence

  • Basic 5-page website from 2010
  • No search engine visibility
  • Zero online client acquisition
  • No digital case studies or portfolio

Business Operations

  • Manual quoting process (3-4 hours per quote)
  • Paper-based project tracking
  • No lead tracking or analytics
  • Reactive marketing (Yellow Pages, word-of-mouth)

Results

2-3 inquiries per month
Mostly through personal networks
45% quote conversion
Competing primarily on price
Losing to digital competitors
Despite superior quality and experience

After: Modern Operations

Same expertise, modern systems

Digital Presence

  • Modern, mobile-optimized website
  • #1 Google ranking for key terms
  • 70% of leads from online sources
  • Comprehensive project portfolio with video

Business Operations

  • Automated quoting system (30 minutes per quote)
  • Digital project management and tracking
  • Complete lead attribution and analytics
  • Strategic content marketing and SEO

Results

35+ inquiries per month
Qualified prospects seeking their expertise
78% quote conversion
Competing on value and expertise
£2.4M additional revenue
In first 12 months post-transformation

The Transformation Key

We didn't change what they do—we made what they do discoverable, measurable, and scalable. The same 45 years of expertise, now visible to the people who need it most.

1700%
Increase in monthly inquiries
73%
Improvement in conversion rate
85%
Reduction in administrative time

Client Voices

What clients say about results and experience

David Richardson

David Richardson

Managing Director

Heritage Manufacturing

"We didn't just get a new website. We got a complete transformation of how customers find us, understand what we do, and decide to work with us. The systems they built are still driving growth two years later."

£2.4M additional revenue in year one

Sarah Mitchell

Sarah Mitchell

Owner

Heritage Bakery

"Working with Charted wasn't just about getting a new website. They helped us understand our own business better and gave us tools that actually make sense for how we work. Our customers finally get what makes our bread different."

1900% increase in online orders

James Harrison

James Harrison

Senior Partner

Maritime Legal Associates

"We went from spending more time on marketing than on legal work to having a system that runs itself. Our partners can focus on what they do best while still growing the practice. The ROI has been exceptional."

85% reduction in marketing time, 40% more leads

Common Themes in Client Feedback

Understanding First

"They took time to understand our business before building anything"

True Ownership

"We own everything and can make changes without depending on anyone"

Lasting Results

"The systems keep getting better and delivering results years later"

Your business can be next

Every transformation story started with a conversation. Legacy businesses with decades of expertise, ready to reach the customers who need them most. Is yours one of them?

Discovery Call

Understand your business, expertise, and growth opportunities

Custom Strategy

Tailored approach based on your industry, size, and goals

Proven Results

Systems that deliver measurable growth and compound over time

50+
Businesses Transformed
Across manufacturing, services, retail, and hospitality
£12M+
Additional Revenue Generated
Documented impact across all client transformations
2+ Years
Average Ongoing Growth
Systems that keep delivering results long-term

"The best businesses aren't always the most visible ones. But the most successful ones figure out how to be both."

Your decades of expertise deserve to be found by the customers who need it most.

Charted is a boutique consultancy and operational partner for owner-led businesses.
Email: [email protected]
Based in London, UK.
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