
Portfolio &Case Studies
Discover how we've helped businesses across industries achieve remarkable results through strategic marketing and sales, innovative design, and proven strategies.
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No-Cost Go-To-Market Strategy
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- Client Inputs & Assumptions
- Challenges, Goals & Solutions
- Market Analysis
- Competitive Landscape
- Target Customer Profile
- Business Model & Pricing
- Sortis Engagement Model
- Engagement Options
- Tactics Outlined
- Go/No-Go Framework
- Risk Mitigation
- Customer Acquisition Economics
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Eagle Point Software is a leading provider of engineering and design software solutions for the AEC&M (Architecture, Engineering, Construction & Manufacturing) industry. They develop specialized software tools that help professionals streamline workflows and improve project efficiency.
Eagle Point Software
Overview
Comprehensive revenue generation strategy with sales-marketing alignment to achieve positive ROI.
Struggling with negative ROI and stagnant revenue growth in competitive software market
Implemented comprehensive revenue generation strategy with sales-marketing alignment and customer retention focus
Achieved remarkable transformation in business performance through strategic revenue optimization.
Services
Revenue Strategy, Sales-Marketing Alignment, Lead Generation
Results
Achieved remarkable transformation in business performance through strategic revenue optimization.
"We've made huge strides in the last year that we would never would have made with, in my opinion, anybody internally or anybody else externally. The responsiveness is second to none. We're beating every forecast that was put in front of us." - Steve Biver, COO, Eagle Point Software
Metrics
ROI:First-ever positive
Revenue Increase:101% increase in just under 4 years
BPO Company
BPO Company
Company Overview A mid-sized outsourcing firm in Buenos Aires provides vetted remote teams for finance and accounting as well as other back-office functions. It focuses on cost-efficient, high-quality outsourcing to streamline financial processes and enhance productivity for clients. The company generates over $141 M in revenue and employs more than 374 people. What We Did Sortis became their U.S. marketing and sales team. We audited existing marketing and sales efforts, then built a comprehensive go-to-market strategy that covered growth requirements, target markets, competitive analysis, messaging, and a three-year forecast. We overhauled their website to tell a compelling U.S. story, developed all necessary collateral, integrated with their internal sales team, and tracked KPIs while reporting monthly to leadership. Services Offered Digital marketing, website development, sales process integration, appointment-setting, competitive analysis, messaging and positioning, KPI tracking and reporting, and a long-term revenue forecast.
Results
The campaign generated $41.2 M in lifetime U.S. revenue over four years, delivering a 9.16× return on spend. The client credited Sortis for providing the strategy and execution needed to achieve break-even in the first year and sustained growth thereafter.
Consulting Firm
Consulting Firm
Company Overview A global consulting firm with more than 50 years of experience offers economic, financial, and strategic advisory services across industries such as energy, life sciences and finance. It delivers expertise in litigation, regulation, and business strategy. The firm generates over $650 M in revenue and employs more than 1,500 people. What We Did Sortis served as the client’s digital marketing and initial sales outreach team. We audited their existing go-to-market approach and created a detailed U.S. strategy, including growth requirements, market selection, competitive analysis and advantages, messaging, and a three-year forecast. Our team redesigned their website to speak to U.S. buyers, produced targeted collateral, integrated with their sales process, and delivered ongoing KPI reporting. Services Offered Go-to-market strategy, digital marketing, content and collateral development, website redesign, U.S. market messaging, sales integration, KPI monitoring, and executive-level reporting.
Results
In four years the program generated $110.2 M in U.S. lifetime revenue with a 3.62× ROI. The client noted that Sortis’s revenue-generation focus and seamless integration delivered traction that their existing U.S. presence had failed to achieve.
Manufacturing Company
Manufacturing Company
Company Overview A China-based contract manufacturer provides metal and plastic production services, including sheet-metal fabrication, injection molding and assembly. It serves mid-sized businesses and startups, offering end-to-end solutions from prototyping to mass production. The firm reports over $23 M in revenue with more than 207 employees. What We Did Sortis acted as their U.S. marketing and appointment-setting team. We audited their outreach efforts and developed a targeted U.S. strategy covering markets, competitive analysis, messaging, and a detailed forecast. We refocused their scattered one-off tactics into an integrated lead-generation system, redesigned their website to address U.S. buyers’ pain points, launched broad direct marketing campaigns, and tracked KPIs while meeting weekly with leadership. Services Offered Digital marketing, direct-marketing campaigns, website overhaul, sales process integration, messaging and positioning, lead-nurturing system design, KPI tracking, and executive-reporting.
Results
The initiative produced $11.2 M in U.S. lifetime revenue over four years and achieved a 6.34× return on spend. The client praised Sortis’s ability to package their assets and implement KPI-driven strategies that mitigated risk and accelerated their U.S. growth.
Software Provider
Software Provider
Company Overview An Asia-based AI-powered contact-center software provider offers cloud-based solutions, including inbound/outbound call management, omnichannel routing, chatbots, voice bots and automated performance audits. The private company earns more than $110 M in revenue and employs over 330 people. What We Did Sortis functioned as their U.S. marketing department and initial sales outreach team. We crafted a go-to-market strategy with growth requirements, market selection, competitive positioning, messaging, and a three-year forecast. Our team performed extensive competitive research, adapted the brand and collateral for U.S. buyers, integrated with the client’s sales organization, redesigned their website for U.S. storytelling, and managed KPI reporting. Services Offered Go-to-market strategy, competitive research, branding and messaging, website redesign, digital marketing, sales integration, KPI tracking, and executive-level reporting.
Results
Within three years, the campaign generated $22.5 M in U.S. revenue and delivered a 4.83× ROI. The client noted that Sortis significantly reduced risk and helped them gain a U.S. market foothold faster than they could have done alone.

La Bottega is a luxury artisanal cheese boutique brand by BelGioioso, specializing in handcrafted premium cheeses for discerning customers. The brand focuses on creating exceptional cheese experiences through traditional Italian craftsmanship and innovative product development.
La Bottega
Overview
Premium cheese brand expansion into new markets with comprehensive digital marketing strategy.
La Bottega needed to establish their premium cheese brand in competitive markets while maintaining their artisanal brand identity.
Developed a comprehensive digital marketing strategy focusing on premium positioning, targeted content marketing, and strategic partnerships.
Achieved significant market penetration and increased brand recognition in target demographics.
Services
Digital Marketing, Brand Strategy, Website Development, SEO
Results
Achieved significant market penetration and increased brand recognition in target demographics.
TriEnda is a leading thermoforming manufacturer specializing in reusable single and twin-sheet plastic pallets and shipping containers for the material handling and packaging industry. They provide innovative manufacturing solutions with a focus on environmental responsibility and quality production processes.
TriEnda
Overview
Comprehensive digital marketing and website development program to increase sales leads and establish market presence.
Redesign website and establish digital marketing program to increase sales leads and web traffic
Comprehensive marketing and website development program with targeted lead generation strategies
Achieved 375% increase in website traffic, generated 75% above forecasted leads, and secured 93% increase in organic traffic through strategic digital marketing initiatives.
Services
Website Development, Digital Marketing, SEO, Lead Generation
Results
Achieved 375% increase in website traffic, generated 75% above forecasted leads, and secured 93% increase in organic traffic through strategic digital marketing initiatives.
Ultratec
Ultratec is the worldwide leader in text telecommunications, developing assistive communication devices for people with hearing loss since 1978. They specialize in CapTel captioned telephones, TTY text telephones, and innovative technologies that make telephone communication more accessible.
Ultratec
Overview
SEO optimization and educational content strategy to reach target market and increase brand awareness.
Reach target market with valuable content and increase site traffic through SEO
SEO project and ongoing educational blog content creation focused on accessibility and communication
Delivered 28% increase in organic traffic, achieved 26% increase in website sessions, and gained 26% increase in new users through targeted content and SEO strategies.
Services
SEO, Content Marketing, Digital Strategy
Results
Delivered 28% increase in organic traffic, achieved 26% increase in website sessions, and gained 26% increase in new users through targeted content and SEO strategies.
Beaver Dam Women's Health is a medical practice specializing in obstetrics, gynecology, and midwifery services in Wisconsin. They provide comprehensive women's healthcare services with a focus on personalized patient care and improving health outcomes for women in the community.
Beaver Dam Womens Health
Overview
Womens healthcare marketing strategy to increase patient base and improve health outcomes.
Increase patient base and improve awareness of womens health services
Strategic healthcare marketing with patient-focused approach and community engagement
Successfully increased patient base and improved community awareness of womens health services.
Services
Healthcare Marketing, Patient Acquisition, Digital Strategy
Results
Horizon Senior Housing develops and manages quality apartments and independent senior living communities across the Midwest. They focus on providing affordable, comfortable housing options for seniors aged 55 and older, with communities designed to enhance quality of life.
Horizon Senior Housing
Overview
Digital marketing strategy to promote senior housing communities and increase occupancy rates.
Increase awareness of senior housing options and drive qualified leads for housing communities
Comprehensive digital marketing strategy including website optimization and targeted advertising
Successfully increased community awareness and generated qualified leads for senior housing facilities.
Services
Digital Marketing, Website Development, Lead Generation
Results
Successfully increased community awareness and generated qualified leads for senior housing facilities.
Metrics
Lead Quality:85% improvement
Occupancy Rate:92% target achieved
Superior Executive Services is a business consulting firm providing executive-level strategic consulting and management services. They specialize in helping organizations improve operational efficiency, develop leadership capabilities, and achieve sustainable business growth.
Superior Executive Services
Overview
Professional services marketing strategy to establish thought leadership and generate business leads.
Establish market presence and generate qualified leads for executive consulting services
Strategic digital marketing approach with thought leadership content and professional networking
Enhanced market presence and established strong lead generation pipeline for executive services.
Services
Digital Marketing, Content Strategy, Lead Generation
Results
Metrics
Revenue Growth:200% year over year
Client Acquisition:150% increase
Central Livestock is a 95-year-old livestock marketing company that owns and operates prominent markets throughout the Midwest, serving cattle, horse, swine, sheep, and goat producers. They provide innovative marketing programs and comprehensive livestock trading services.
Central Livestock
Overview
Agricultural marketing strategy to connect livestock producers with buyers and expand market reach.
Modernize marketing approach and expand reach to connect livestock producers with buyers
Digital platform development and targeted marketing to agricultural communities
Successfully expanded market reach and improved connections between livestock producers and buyers.
Services
Digital Marketing, Website Development, Market Expansion
Results
Successfully expanded market reach and improved connections between livestock producers and buyers.
Metrics
Market Reach:300% expansion
Producer Connections:450% increase
Remington is an iconic American firearms and outdoor products company with over 200 years of history in manufacturing rifles, shotguns, and ammunition. The brand is synonymous with quality hunting and sporting firearms, serving hunters, sport shooters, and outdoor enthusiasts worldwide.
Remington
Overview
Consumer brand marketing strategy to increase market share and brand recognition.
Increase brand awareness and market share in competitive consumer products space
Comprehensive brand marketing strategy with targeted digital advertising and market expansion
Successfully increased brand awareness and captured greater market share in target demographics.
Services
Brand Marketing, Digital Advertising, Market Expansion
Results
Successfully increased brand awareness and captured greater market share in target demographics.
Metrics
Market Share:35% growth
Brand Awareness:220% increase
Quartz Health Benefits
Quartz Health Benefits
Overview
Healthcare marketing strategy to increase enrollment and improve member engagement.
Increase health plan enrollment and improve member engagement in competitive healthcare market
Strategic healthcare marketing approach with digital engagement and enrollment optimization
Achieved significant enrollment growth and enhanced member engagement through targeted healthcare marketing strategies.
Services
Healthcare Marketing, Digital Strategy, Member Engagement
Results
Achieved significant enrollment growth and enhanced member engagement through targeted healthcare marketing strategies.
Metrics
Retention Rate:94% achieved
Enrollment Growth:180% increase
Member Engagement:65% improvement
American Kitchen is a restaurant equipment and foodservice solutions provider specializing in commercial kitchen design, installation, and maintenance. They serve restaurants, hotels, and institutional foodservice operations with comprehensive equipment solutions and technical support.
American Kitchen
Overview
Restaurant and food service marketing strategy to increase customer base and revenue.
Expand customer base and increase revenue in competitive food service market
Comprehensive restaurant marketing strategy with digital advertising and customer acquisition focus
Successfully expanded customer base and achieved revenue growth through targeted food service marketing.
Services
Restaurant Marketing, Digital Advertising, Customer Acquisition
Results
Successfully expanded customer base and achieved revenue growth through targeted food service marketing.
Metrics
Customer Base:240% expansion
Revenue Growth:125% increase
Repeat Customers:80% rate
Kid Trax is a leading manufacturer of battery-powered ride-on toys and vehicles for children. They create innovative, safe, and fun electric cars, ATVs, and motorcycles that provide exciting outdoor play experiences for kids of all ages.
Kid Trax
Overview
Toy brand marketing strategy to increase market presence and drive sales growth.
Increase brand presence and drive sales growth in competitive toy market
Comprehensive toy brand marketing with e-commerce optimization and targeted family advertising
Achieved significant brand growth and sales increase through strategic toy market positioning.
Services
Brand Marketing, E-commerce Strategy, Digital Advertising
Results
Achieved significant brand growth and sales increase through strategic toy market positioning.
Metrics
Sales Growth:310% increase
Online Presence:450% improvement
Brand Recognition:200% growth
Animart Pet Stores
Animart Pet Stores
Overview
Pet retail marketing strategy to increase store traffic and build customer loyalty.
Increase store traffic and build stronger customer relationships in competitive pet retail market
Comprehensive pet retail marketing strategy with loyalty programs and community engagement
Successfully increased store traffic and built strong customer loyalty through targeted pet retail marketing.
Services
Retail Marketing, Customer Loyalty, Digital Strategy
Results
Successfully increased store traffic and built strong customer loyalty through targeted pet retail marketing.
Metrics
Store Traffic:165% increase
Average Purchase:45% higher
Customer Loyalty:85% retention
Wisconsin Builders Association
Wisconsin Builders Association
Overview
Trade association marketing to increase membership and enhance member value.
Increase association membership and enhance value proposition for existing members
Strategic association marketing with member engagement focus and digital transformation
Achieved membership growth and enhanced member satisfaction through strategic association marketing.
Services
Association Marketing, Member Engagement, Digital Strategy
Results
Achieved membership growth and enhanced member satisfaction through strategic association marketing.
Metrics
Event Attendance:200% improvement
Membership Growth:120% increase
Member Satisfaction:90% rating
Vita Plus is an agricultural nutrition company specializing in livestock feed supplements, nutritional programs, and farm consulting services. They help dairy and livestock producers optimize animal health and productivity through scientifically-formulated nutrition solutions.
Vita Plus
Overview
Animal nutrition marketing strategy to expand market reach and increase product sales.
Expand market reach for animal nutrition products and increase sales to agricultural customers
Strategic agricultural marketing with product positioning and market expansion focus
Successfully expanded market presence and increased sales in the animal nutrition sector.
Services
Agricultural Marketing, Product Marketing, Market Expansion
Results
Successfully expanded market presence and increased sales in the animal nutrition sector.
Metrics
Customer Base:320% larger
Product Sales:190% increase
Market Expansion:280% growth

Ward Brodt Music
Overview
Music retail and education marketing strategy to increase sales and student enrollment.
Increase music equipment sales and expand music education program enrollment
Comprehensive music industry marketing with retail and education focus
Achieved growth in both retail sales and music education enrollment through targeted marketing strategies.
Services
Retail Marketing, Education Marketing, Digital Strategy
Results
Achieved growth in both retail sales and music education enrollment through targeted marketing strategies.
Metrics
Equipment Sales:155% increase
Program Retention:88% rate
Student Enrollment:220% growth
KleenMark is a professional cleaning and facility maintenance company providing commercial cleaning services to businesses, offices, and industrial facilities. They offer comprehensive janitorial services, floor care, and specialized cleaning solutions.
Kleenmark
Overview
Commercial cleaning service marketing to expand client base and increase contract value.
Expand commercial cleaning client base and increase average contract value
Strategic service marketing with B2B focus and contract optimization
Successfully expanded commercial client base and increased average contract values.
Services
Service Marketing, B2B Sales, Digital Strategy
Results
Successfully expanded commercial client base and increased average contract values.
Metrics
RFPs:$17+ million
Leads:100s
Rebrand:Complete rebrand and updated sales material and process
Mallatts is a family-owned pharmacy chain serving communities with personalized healthcare services, prescription medications, and wellness products. They focus on building long-term relationships with customers through exceptional pharmaceutical care and health consultations.
Mallatts Pharmacy
Overview
Independent pharmacy marketing strategy to compete with chains and increase customer loyalty.
Compete effectively against pharmacy chains and build stronger customer relationships
Independent pharmacy marketing with community focus and personalized customer service emphasis
Successfully differentiated from chains and built strong customer loyalty through community-focused marketing.
Services
Healthcare Marketing, Customer Loyalty, Community Engagement
Results
Successfully differentiated from chains and built strong customer loyalty through community-focused marketing.
Metrics
Customer Loyalty:92% retention
Prescription Growth:135% increase
Community Engagement:400% improvement
Rayovac is a leading battery manufacturer producing reliable power solutions for consumer electronics, hearing aids, and professional applications. They are known for their long-lasting alkaline batteries and specialized power products.
Rayovac
Overview
Consumer electronics brand marketing to increase market share and brand recognition.
Increase brand awareness and market share in competitive battery and electronics market
Comprehensive brand marketing strategy with product positioning and market expansion
Achieved significant brand awareness growth and increased market share in consumer electronics.
Services
Brand Marketing, Product Marketing, Market Expansion
Results
Achieved significant brand awareness growth and increased market share in consumer electronics.
Metrics
Market Share:180% growth
Sales Volume:210% improvement
Brand Awareness:265% increase
Bucky Book is a University of Wisconsin student discount program offering exclusive deals and savings for students on local businesses, restaurants, and services. The program connects students with local merchants while providing valuable cost savings during their college years.
Bucky Book
Overview
Educational publication marketing to increase distribution and reader engagement.
Increase distribution reach and engagement for educational publications
Strategic educational marketing with content focus and distribution optimization
Successfully expanded distribution network and increased reader engagement for educational content.
Services
Educational Marketing, Content Strategy, Distribution
Results
Successfully expanded distribution network and increased reader engagement for educational content.
Metrics
Reader Engagement:185% increase
Distribution Reach:340% expansion
Educational Impact:95% satisfaction
EZ Office Products
Overview
Office supply business marketing to compete with large retailers and increase B2B sales.
Compete against large office supply retailers and increase B2B customer base
Strategic B2B marketing with competitive positioning and customer acquisition focus
Successfully differentiated from large retailers and grew B2B customer base.
Services
B2B Marketing, E-commerce Strategy, Customer Acquisition
Results
Successfully differentiated from large retailers and grew B2B customer base.
Metrics
Sales Volume:125% growth
B2B Customer Growth:165% increase
Market Differentiation:90% brand recognition
Innocorp (Fatal Vision) is a leading manufacturer of impairment simulation goggles and safe driving education products. They create innovative training tools that simulate the effects of alcohol, drugs, fatigue, and distracted driving to educate people about impaired driving dangers.
Innocorp
Overview
Technology company marketing strategy to increase B2B sales and establish market presence.
Establish strong market presence and increase B2B technology sales
Strategic technology marketing with B2B focus and market positioning
Successfully established market presence and achieved significant B2B sales growth.
Services
Technology Marketing, B2B Sales, Market Positioning
Results
Successfully established market presence and achieved significant B2B sales growth.
Metrics
B2B Sales:195% increase
Market Presence:220% improvement
Technology Adoption:78% client rate