Skip to content
Case Studies

Real problems. Real solutions. Real results.

Every project starts with a specific problem a real organization is living with every day. Here's how five of them ended.

Encompass Financial Partners brand photography featuring their kitchen-table, family-first identity
Financial Services

Encompass Financial Partners

Cary, NC

The Problem

Encompass's previous website was locked to a domain a prior vendor had registered under their own account — and that vendor had gone unresponsive. The registration was set to expire in weeks, threatening to take the firm's site offline entirely, and Encompass had no access to the Squarespace account hosting it. Even setting the lockout aside, the site itself undersold the firm: the About page duplicated the homepage, the Events page referenced courses that no longer existed, and prospective clients had no way to see the team's credentials, process, or track record.

What We Built

  • A brand-new site on a domain Encompass fully owns and controls, replacing the locked legacy domain before it expired
  • Rebuilt site architecture — distinct Home, Services, Events, and Our Team pages with real mentor bios and credentials
  • A state-by-state licensing and disclosures page to meet securities and insurance requirements
  • Copy rewritten end-to-end and prepared as a formal ad-review submission packet for the firm’s broker-dealer compliance team
  • Spam-hardened contact form with layered bot defense and direct delivery to the firm
  • Security hardening (CSP, HSTS, rate limiting) and full SEO/structured-data setup ahead of launch

The Outcome

  • Domain ownership secured and transferred before the old registration expired — the firm’s web presence was never at risk of going dark
  • Full control of their own domain and hosting for the first time, independent of any outside vendor
  • A site that actually shows credentials, process, and services instead of duplicate pages and broken references
  • Compliance-ready copy packaged and submitted for broker-dealer ad review ahead of public launch
Sip n Scoops Society logo
Catering Operations

Sip n Scoops Society

Wake Forest, NC

The Problem

Sip n Scoops Society runs catering events as an authorized operator of two separate mobile-cart brands — Sodabox for drinks and Mama Birds Ice Cream for ice cream — plus a hot chocolate cart of the owner's own creation for winter and holiday parties. Each line has its own recipes and ingredient yields, and before every event the owner was calculating how much of each to buy by hand, separately per brand, based on yield ratios worked out on her own. In a busy week with several events across multiple lines booked at once, that meant redoing the same error-prone math over and over, with real risk of over- or under-ordering.

What We Built

  • A recipe and ingredient library organized by brand — Sodabox, Mama Birds Ice Cream, and her own hot chocolate line — each with its own ingredients and yield per pack (e.g. bottles, tubs, sleeves)
  • An inventory calculator that takes a target guest count and selected recipes, across any combination of brands, and outputs exactly how much of each ingredient to buy
  • Automatic rounding up to purchasable pack sizes so orders match what suppliers actually sell
  • A pickup/prep list generated straight from the calculation, ready to shop from
  • Login-gated access built to extend to future employees as the business grows

The Outcome

  • Manual per-event, per-brand ingredient math replaced by a single calculation run from guest count and recipe selection
  • Consistent, repeatable prep lists even across a week with multiple simultaneous events spanning different brands
  • A system built to onboard future staff instead of living only in the owner’s head
Cars & Carnivores Sponsor Tracker dashboard showing personal sponsor pipeline
Nonprofit CRM

Rotary Club of Wake Forest — C&C Street Festival

Wake Forest, NC

The Problem

The Rotary Club coordinated festival sponsorships through spreadsheets and group emails. Members had no visibility into who was contacting which sponsor, calls were duplicated, and the leadership team had no real-time view into revenue secured vs. pipeline.

What We Built

  • Personal sponsor dashboard for each team member — assigned contacts, status tracking, and dollar amounts
  • Team leaderboard showing contacted %, committed count, and dollars secured across all members
  • Status pipeline: Contacted → In Discussion → Committed → Paid with one-click updates
  • Live dollar breakdown chart (Paid / Committed / Pipeline) for leadership reporting
  • Stripe payment integration for collecting sponsor payments directly in the platform
  • Automated email notifications to sponsors and team members at each status change
  • Admin view aggregating all 22+ team members into a single sponsorship command center

The Outcome

  • 100% contact rate achieved across all assigned sponsors — no leads left uncontacted
  • $500 committed and $1,500 in pipeline tracked in real time across the full team
  • Zero duplicate outreach — each sponsor owned by one team member with full visibility
  • Leadership reports generated instantly from the dashboard — no manual spreadsheet updates
C&C Street Festival vendor application portal showing Apply for a Booth screen
Event Management

Rotary Club of Wake Forest — Vendor Portal

Wake Forest, NC

View live site →

The Problem

Vendor applications for the Cars & Carnivores Street Festival were collected by email and paper form. The committee manually followed up with each applicant, collected booth photos separately, and had no way to track application status or coordinate payment.

What We Built

  • Public-facing vendor application portal with guided 3-step process (apply → review → pay)
  • Booth setup photo upload integrated directly into the application
  • Admin review dashboard for the committee — approve, decline, or request changes per applicant
  • Automated status emails triggered at each stage of the review process (applied, approved, declined)
  • Stripe payment integration — vendors pay their booth fee directly after approval to lock in their spot

The Outcome

  • Application process reduced from multi-email back-and-forth to a single 3-minute form
  • Committee review time cut significantly — all applications in one place with full context
  • Vendors receive immediate confirmation and status updates without manual follow-up
  • Photo requirements enforced at application time — no chasing missing materials post-submission
LaunchRolesville student portal showing the class schedule with speakers and resources
Education Portal

LaunchRolesville & LaunchWakeForest — Rotary Service Project

Rolesville & Wake Forest, NC

View live site →

The Problem

LaunchRolesville and LaunchWakeForest teach entrepreneurs the fundamentals of building a real business across a multi-week cohort program. Each program has its own public website, but class schedules, speaker information, and chapter resources were communicated by email — students missed updates, resources were hard to find, and coordinators spent hours managing logistics manually across both towns.

What We Built

  • Shared multi-program student portal serving both LaunchRolesville and LaunchWakeForest — architected to scale to additional future programs
  • Per-program cohort class schedule with dates, times, locations, and speaker bios
  • Per-week resource library with downloadable Business Owners Playbook chapters
  • Speaker directory with headshots, titles, and credentials linked to each session
  • Admin panel for managing cohorts, applicants, speakers, and resources across programs
  • Applicant tracking system for coordinator review and cohort enrollment

The Outcome

  • Students in both towns arrive to every class prepared — schedule, speaker, and materials in one place
  • Coordinator email volume reduced — portal answers the questions students used to email about
  • Resource downloads tracked per chapter — coordinators see which materials students engage with
  • One codebase now powers two programs — new towns can launch without rebuilding the platform

Your business has its own version of one of these stories.

Tell us about it. We'll show you what's possible — and exactly what it would cost.

Start Your Project