Case studies

Different growth questions.
Work built around each one.

Reaching buyers, developing distribution partnerships, and understanding what a market needs. Four engagements, each shaped around the client's commercial question.

BrandSpark

Driving a U.S. market launch through licensing sales

Canadian company · U.S. market launch

BrandSpark's U.S. Most Trusted awards program is presented in partnership with Newsweek.

The challenge

Canada-based BrandSpark already had a small U.S. foothold. It hired Michael to lead buyer outreach and commercial development for a U.S. market launch, with the aim of building a business comparable to its established operations in Canada and the UK.

What we did

Michael identified and engaged decision-makers, then framed and refined the licensing value proposition as conversations developed. He advanced several deals to the point where BrandSpark's sales team could take over for paperwork and any negotiation of multi-year licenses.

Across the wider engagement
  • Licensing opportunities developed with Heineken, Bertolli, Xfinity and iRobot
BEACON40

Taking distribution partnerships from first contact to launch

Retail and healthcare · Partner development
The challenge

BEACON40 wanted to establish distribution through online and physical retailers. The work also developed opportunities with healthcare providers, extending the company's reach through organizations serving relevant customers.

What we did

Michael identified prospective partners, opened and led commercial conversations, developed pitches, and negotiated terms. He also oversaw launch preparations with BEACON40's team, carrying the work from initial contact through the details needed to get a partnership live.

The result
  • A retail listing launched with Sharper Image after sustained negotiation and follow-through
  • A commercial relationship developed with Alzheimer's Treatment Centers of America
DocsHound

Building outbound around personalized product demos

B2B SaaS · Outbound execution
The challenge

Sales had stalled after a strong product launch. Lead generation and conversion were thin, business development was ad hoc and run by the founding team, and the company needed to prove product-market fit to investors inside a 6 to 12 month window.

What we did

We rebuilt the go-to-market motion around DocsHound's own product as the sales tool: an automated system that generated hyper-personalized product demos for high-intent, top-tier prospects, run as a repeatable playbook instead of one-off outreach. This is the operate-it-every-week discipline the Outbound Engine now productizes.

The result
  • First 100 booked demos with high-intent, top-tier prospects
  • First paying customers, validating commercial viability
  • A repeatable GTM playbook that reduced reliance on founder hustle
  • A customer introduction from that pipeline brought investors into the next round
GaggleAMP

Understanding buyer needs before choosing a product direction

Employee advocacy software · Buyer research
The challenge

GaggleAMP had an established employee advocacy product and wanted to understand where it best fit. The team commissioned exploratory interviews to investigate buyer problems, opportunities within existing segments, and possible new markets. The findings would guide further research and product development.

What we did

We recruited and interviewed professionals in Sales, Marketing and Communications at technology and healthcare companies, including Salesforce, Highmark Health and Blackbaud. We explored their current practices, challenges and requirements, then synthesized the findings in a research report and presentation.

What the research delivered
  • Different needs among the teams introducing advocacy tools and the salespeople expected to use them
  • Reported priorities around ease of use, automation, mobile access and integration with existing tools
  • Opportunities for further research into segment fit, product requirements and guidance for formal advocacy programs
Rooms we've operated in

The operator-investor lens, at the highest level

Beyond the engagements above, Congruity's work has reached some of the most demanding rooms in the market, from public-market readiness to national media partnerships.

Public-market readiness

Helped prepare Richtech Robotics' investor narrative for its move toward NASDAQ, rebuilding it through a private-equity lens and pressure-testing it with top-tier investors.

C-suite media partnerships

Secured C-suite access and partnerships for Unicorn Hunters, the streaming show co-founded by Apple's Steve Wozniak, across major financial media, with resulting coverage in The Washington Post.

Named relationships on record
Research participants from

Salesforce, Highmark Health, Blackbaud

Coverage secured

The Washington Post

What's the opportunity in front of you?

If you're exploring a new market, developing a partnership, or working out how to reach buyers, let's talk about the work you need done.

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