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Roar CXO

Case Studies

Real Results Across Fractional Leadership & Growth Services

From marketing and operations to financial strategy and AI implementation, our case studies highlight the impact of strategic fractional leadership. Discover how we’ve partnered with businesses across industries to solve challenges, increase efficiency, generate revenue growth, and build scalable systems through tailored executive support.
Person holding house keys beside miniature home model, Bridgehaven Homes fractional CMO case study

Bridgehaven Homes

From one channel to a full growth engine

Case Study How Bridgehaven Homes Grew From 23 to 102 Closed Deals Bridgehaven Homes From one channel to a full growth engine. How we took marketing off the CEO’s plate and 4x’d annual deals. The snapshot One year with Roar running the marketing department: Tracked Revenue In spend. $3M Active

$3M

Revenue

2,868

Leads

Wyohouses real estate investment case study home exterior

Wyohouses

They wanted marketing off their plate. And a real return

Case Study How We Took Marketing Off Wyohouses’ Plate and Drove 15.88X ROAS The snapshot One client. One year. Roar running every channel, every meeting, every decision. Here’s how it shook out. 2025 snapshot Result Tracked marketing spend $210K Closed deal revenue (actual) $1.1M Additional projected deal revenue $3.3M Return

$210K

Spend

$1.1M

Revenue

saas-bg

Founder-Led Marketing Chaos to Scalable Growth

Founder-Led Marketing Chaos to Scalable Growth

By taking marketing completely off the CEO’s plate, we built a performance-driven acquisition engine across TV, radio, SEO, Google Ads, and direct mail.

$411,211

Spend

$2,902,712+

RESULTS

ROAR CXO marketing reports reviewed in a meeting, Anchorage Advisors valuation policy case study

Valuation Policy Implementation

Valuation Policy Implementation at Anchorage Advisors

Case Study FAS 157 Compliance Through Valuation Policy Implementation Anchorage Advisors The Operational Challenge At Anchorage Advisors, the absence of standardized valuation processes for illiquid credit investments created compliance risks, inefficient P&L attribution, and challenges in regulatory filings (e.g., Form PF, Proof of Claims in bankruptcies). This fragmented approach hindered

40%

Compliance accuracy

30%

Valuation efficiency

Businessman analyzing trading charts on desktop screen, Fortress Investment Group case study

Reconciliation and Process Optimization

Reconciliation and Process Optimization at Fortress Investment Group

Case Study Reducing Reconciliation Breaks by 22% at Fortress Investment Group Fortress Investment Group The Operational Challenge Fortress Investment Group managed multi-billion-dollar multi-strategy funds with frequent reconciliation breaks in trade operations across equities, bonds, FX, derivatives, and fixed income, leading to data integrity issues, delayed reporting, and heightened regulatory risks.

35%

Reconciliation accuracy

25%

Process efficiency

ROAR CXO consultant meeting with financial services clients

Treasury Automation and Error Reduction

Treasury Automation and Error Reduction at KKR Financial Services

Case Study Reducing Operational Errors by 18% Through Treasury Automation KKR Financial Services The Operational Challenge At KKR Financial Services, managing ultra-high-net-worth family office operations involved fragmented treasury processes, leading to high error rates in funding for private equity, alternatives, hedge funds, charitable foundations, and real estate portfolios. With 13

15%

Process Efficiency

20%

Manual error reduction

Business team reviewing workflow automation on tablet, Yieldstreet data governance case study

Platform Integration and Data Governance

Platform Integration and Data Governance at Yieldstreet

Case Study Improving Reporting Accuracy by 25% Through Data Governance Data Governance The Operational Challenge At Yieldstreet, a $2B+ alternative investments democratization platform, rapid expansion across asset classes like private debt, private credit, insurance, litigation finance, real estate, venture capital, and art led to data silos, inconsistent reporting, compliance vulnerabilities,

25%

Achieved

90%

Investor

Business team reviewing marketing reports with a fractional COO

Scaling Fund Administration

Scaling Fund Administration at Belltower Funds Group

Case Study Scaling Fund Administration Without Increasing Headcount Funds Group The Operational Challenge Upon joining Belltower Funds Group as Fractional Chief Operating Officer in December 2024, I encountered a rapidly growing fund administration firm facing significant operational challenges. With 58 staff spread across five service lines – Fund Services, GP

20%

Manual Friction

15%

SLA Improvement

Dr. Bertha McCants case study, ROAR CXO

Dr. Bertha McCants (Dr. B)

How We Brought In Almost 500 Leads In One Month for Dr. B!

Case Study Helping Dr. B Generate 494 Leads and 53 Scheduled Calls Dr. Bertha McCants (Dr. B) How We Brought In Almost 500 Leads In One Month for Dr. B! Dr. Bertha McCants—the one and only Dr. B—is the leader behind Change Your Narrative University and Educator to Entrepreneur, mentorship

$2.3k

Ad Spend

$43.12

CPA

Law firm courtroom Roar CXO - case study

Law Firm

Creating a Winning Campaign for Law Firm - OTT

Video completion rate of 98.3%. Lead to higher conversion rates and more leads. Overall, strengthened the client's overall digital strategy.

27.40%

Users

98.30%

Video Completion

Modern home interior, Flipping Houses Simplified case study, ROAR CXO

Flipping Houses Simplified

How We Flipped Flipping Houses Simplified From 0 to 175 Leads in 60 Days!

Case Study Scaling a House Flipping Business With 175 New Leads Flipping Houses Simplified How We Flipped Flipping Houses Simplified From 0 to 175 Leads in 60 Days! Shane and Karmen Feist, the team behind Flipping Houses Simplified, had an excellent business model: Drawing on their experience flipping houses themselves,

$6.7k

Ad Spend

175

New Leads

Trainer Lindsey fitness brand case study, ROAR CXO

Trainer Lindsey (Moxie by Lindsey)

How We Helped Trainer Lindsey Grow to 5X Sales in 1 Month with ZERO Ad Spend!

Case Study Trainer Lindsey Scaled to 27 New Clients in 30 Days Trainer Lindsey (Moxie by Lindsey) How We Helped Trainer Lindsey Grow to 5X Sales in 1 Month with ZERO Ad Spend! Trainer Lindsey built an excellent following by pumping out regular content. However, she struggled to get her

$64k

Ad Spend

$268k

Revenue

BrittneBabe fitness brand case study, ROAR CXO

BrittneBabe

How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand!

Case Study How BrittneBabe Scaled With Facebook Advertising BrittneBabe How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand! Brittne, the fitness guru behind BrittneBabe.com, had a wonderful collection of products but felt that sales weren’t meeting her expectations. She consistently brought in new customers, but at a pace that

$30k

Ad Spend

$134k

Revenue

Woman doing yoga tree pose on a mountain cliff at sunrise, SoulPower Wellness case study

Soulpower Wellness

How We Generated Hundreds of Leads for SoulPower Wellness In Just A Few Weeks!

Case Study Building a Scalable Lead Generation System for SoulPower Wellness SoulPower Wellness How We Generated Hundreds of Leads for SoulPower Wellness In Just A Few Weeks! Tileah is the expert therapist leading the team at SoulPower Wellness. She built her business on the idea that eating disorder recovery should

100's

Leads

$45k

Revenue

Dr. Venus using a megaphone to promote her book tour, ROAR CXO case study

Dr venus

How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI!

Case Study Dr. Venus: 11.8X ROAS From Book Tour Marketing Dr. Venus How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI! Dr. Venus, also known as VenusOpal, is a self-made multimillionaire and self-described “miracle manifester” with an incredible story. She distilled her life lessons into an excellent book,

$10k

Ad Spend

+$120k

Revenue

Laptop displaying marketing analytics dashboard with charts, Cornelius Stone case study

Cornelius Stone

How We Generated 29 Calls In 60 Days For Cornelius Stone!

Case Study Turning Facebook Ads Into 29 Scheduled Sales Calls Cornelius Stone How We Generated 29 Calls In 60 Days For Cornelius Stone! Cornelius Stone helps people start and scale online affiliate sales businesses. His business model is built on helping others optimize theirs, which made him an excellent candidate

$1.2k

Ad Spend

$40.51

Cost / Scheduled Call

Modern cityscape with mountain horizon at sunset

Axess Home Buyers

Generating qualified leads to closed revenue for Axess Home Buyers

Case Study 164 Qualified Leads and $100K+ Revenue From a $2K Ad Spend Home Buyers Generating qualified leads to closed revenue for Axess Home Buyers Axess Home Buyers was brand new to Facebook and high-velocity lead generation. They were having great success with referrals and organic acquisition, however, they were

$2k

Ad Spend

164

Leads

US Air Force recruiter social media dashboard, ROAR CXO case study

Veronica Sanches (349th RCS)

How This USAF Recruiter Crushed Content Creation

Paid Advertising results using content created in ROAR Academy USAF 8-Week Virtual Social Media Training.

15k

Reach

592

Clicks

Military jets flying in formation, USAF recruiting case study

USAF 349th Recruiting Squadron

How United States Air Force Recruiters Grew their Social Media Presence

Brand new recruiters with no prior marketing experience were able to grow their social media presence organically with ROAR Academy.

225,929

Reach

642,839

Impressions

Air Force recruiters filming a social media video from a car, ROAR Academy case study

Keaton Manshaem (313th RCS)

Improving Comment Rate by 2500%

In just 6 weeks of ROAR Academy Virtual Social Media Training, the following results were achieved...

2500%

Comments

1137%

Impressions

Skatepark client awareness campaign, ROAR CXO case study

Skatepark

Crushing This Skatepark's Awareness Campaign

Case Study Turning Awareness Into Measurable Growth for a Skatepark Skatepark Crushing This Skatepark’s Awareness Campaign The campaign was performing very poorly with just running the coupon advertisement. We recommended that they submit general awareness creatives to run in all tactics and use the coupon creatives for site retargeting only.

55%

CTR

600%

Conversions

Visitor viewing classic paintings in a museum, ROAR CXO case study

Museum

Helping a Museum Increase Their Attendance

Case Study How We Helped a Museum Increase Attendance Museum Helping a Museum Increase Their Attendance This client’s campaign served over 1.2 million impressions over a large geo target between June 2019 – February 2020. An average 0.17% CTR was achieved throughout the time period specific above. And a VCR

1.2M

Impressions

126%

Geo-Lift

Lady Justice statue outside a law firm, ROAR CXO case study

Law Firm

Driving Conversions for a Personal Injury Attorney

Case Study Growing a Law Firm’s Visibility Through SEO and Paid Search Law Firm Driving Conversions for a Personal Injury Attorney Roar CMO developed a multi-tiered campaign focused on organic SEO results, lead generating PPC ads, a Social Content brand awareness push and intensive geo-targeting AT campaign. This ROAR client

46%

Organic Search

29

Calls

Industrial pipes and valves, HVAC client case study, ROAR CXO

HVAC

Campaign Performance is Heating Up

Case Study How Paid Search Delivered 600% ROI for an HVAC Business HVAC Campaign Performance is Heating Up This client’s campaign achieved a 600% ROI from their Google Ads and Local Service Ads campaigns by maximizing both the client exposure to new and repeat customers using a customer match audience

600%

Leads

75%

Cost Rate

Row of classic cars automotive ROAR CXO - case study

Car Dealer

Driving Awareness Through Targeted Email

Case Study How Targeted Email Campaigns Drove Vehicle Shopper Engagement Car Dealer Driving Awareness Through Targeted Email We drove an 18.77% View Rate, meaning 18.77% of our emails were opened and viewed by people, and 3.05% of our emails were clicked on to visit their website. These metrics are nearly

3.05%

CTR

18.77%

VCR

Person holding house keys beside miniature home model, Bridgehaven Homes fractional CMO case study

Bridgehaven Homes

From one channel to a full growth engine

Case Study How Bridgehaven Homes Grew From 23 to 102 Closed Deals Bridgehaven Homes From one channel to a full growth engine. How we took marketing off the CEO’s plate and 4x’d annual deals. The snapshot One year with Roar running the marketing department: Tracked Revenue In spend. $3M Active

$3M

Revenue

2,868

Leads

Wyohouses real estate investment case study home exterior

Wyohouses

They wanted marketing off their plate. And a real return

Case Study How We Took Marketing Off Wyohouses’ Plate and Drove 15.88X ROAS The snapshot One client. One year. Roar running every channel, every meeting, every decision. Here’s how it shook out. 2025 snapshot Result Tracked marketing spend $210K Closed deal revenue (actual) $1.1M Additional projected deal revenue $3.3M Return

$210K

Spend

$1.1M

Revenue

saas-bg

Founder-Led Marketing Chaos to Scalable Growth

Founder-Led Marketing Chaos to Scalable Growth

By taking marketing completely off the CEO’s plate, we built a performance-driven acquisition engine across TV, radio, SEO, Google Ads, and direct mail.

$411,211

Spend

$2,902,712+

RESULTS

ROAR CXO marketing reports reviewed in a meeting, Anchorage Advisors valuation policy case study

Valuation Policy Implementation

Valuation Policy Implementation at Anchorage Advisors

Case Study FAS 157 Compliance Through Valuation Policy Implementation Anchorage Advisors The Operational Challenge At Anchorage Advisors, the absence of standardized valuation processes for illiquid credit investments created compliance risks, inefficient P&L attribution, and challenges in regulatory filings (e.g., Form PF, Proof of Claims in bankruptcies). This fragmented approach hindered

40%

Compliance accuracy

30%

Valuation efficiency

Businessman analyzing trading charts on desktop screen, Fortress Investment Group case study

Reconciliation and Process Optimization

Reconciliation and Process Optimization at Fortress Investment Group

Case Study Reducing Reconciliation Breaks by 22% at Fortress Investment Group Fortress Investment Group The Operational Challenge Fortress Investment Group managed multi-billion-dollar multi-strategy funds with frequent reconciliation breaks in trade operations across equities, bonds, FX, derivatives, and fixed income, leading to data integrity issues, delayed reporting, and heightened regulatory risks.

35%

Reconciliation accuracy

25%

Process efficiency

ROAR CXO consultant meeting with financial services clients

Treasury Automation and Error Reduction

Treasury Automation and Error Reduction at KKR Financial Services

Case Study Reducing Operational Errors by 18% Through Treasury Automation KKR Financial Services The Operational Challenge At KKR Financial Services, managing ultra-high-net-worth family office operations involved fragmented treasury processes, leading to high error rates in funding for private equity, alternatives, hedge funds, charitable foundations, and real estate portfolios. With 13

15%

Process Efficiency

20%

Manual error reduction

Business team reviewing workflow automation on tablet, Yieldstreet data governance case study

Platform Integration and Data Governance

Platform Integration and Data Governance at Yieldstreet

Case Study Improving Reporting Accuracy by 25% Through Data Governance Data Governance The Operational Challenge At Yieldstreet, a $2B+ alternative investments democratization platform, rapid expansion across asset classes like private debt, private credit, insurance, litigation finance, real estate, venture capital, and art led to data silos, inconsistent reporting, compliance vulnerabilities,

25%

Achieved

90%

Investor

Business team reviewing marketing reports with a fractional COO

Scaling Fund Administration

Scaling Fund Administration at Belltower Funds Group

Case Study Scaling Fund Administration Without Increasing Headcount Funds Group The Operational Challenge Upon joining Belltower Funds Group as Fractional Chief Operating Officer in December 2024, I encountered a rapidly growing fund administration firm facing significant operational challenges. With 58 staff spread across five service lines – Fund Services, GP

20%

Manual Friction

15%

SLA Improvement

Dr. Bertha McCants case study, ROAR CXO

Dr. Bertha McCants (Dr. B)

How We Brought In Almost 500 Leads In One Month for Dr. B!

Case Study Helping Dr. B Generate 494 Leads and 53 Scheduled Calls Dr. Bertha McCants (Dr. B) How We Brought In Almost 500 Leads In One Month for Dr. B! Dr. Bertha McCants—the one and only Dr. B—is the leader behind Change Your Narrative University and Educator to Entrepreneur, mentorship

$2.3k

Ad Spend

$43.12

CPA

Law firm courtroom Roar CXO - case study

Law Firm

Creating a Winning Campaign for Law Firm - OTT

Video completion rate of 98.3%. Lead to higher conversion rates and more leads. Overall, strengthened the client's overall digital strategy.

27.40%

Users

98.30%

Video Completion

Modern home interior, Flipping Houses Simplified case study, ROAR CXO

Flipping Houses Simplified

How We Flipped Flipping Houses Simplified From 0 to 175 Leads in 60 Days!

Case Study Scaling a House Flipping Business With 175 New Leads Flipping Houses Simplified How We Flipped Flipping Houses Simplified From 0 to 175 Leads in 60 Days! Shane and Karmen Feist, the team behind Flipping Houses Simplified, had an excellent business model: Drawing on their experience flipping houses themselves,

$6.7k

Ad Spend

175

New Leads

Trainer Lindsey fitness brand case study, ROAR CXO

Trainer Lindsey (Moxie by Lindsey)

How We Helped Trainer Lindsey Grow to 5X Sales in 1 Month with ZERO Ad Spend!

Case Study Trainer Lindsey Scaled to 27 New Clients in 30 Days Trainer Lindsey (Moxie by Lindsey) How We Helped Trainer Lindsey Grow to 5X Sales in 1 Month with ZERO Ad Spend! Trainer Lindsey built an excellent following by pumping out regular content. However, she struggled to get her

$64k

Ad Spend

$268k

Revenue

BrittneBabe fitness brand case study, ROAR CXO

BrittneBabe

How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand!

Case Study How BrittneBabe Scaled With Facebook Advertising BrittneBabe How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand! Brittne, the fitness guru behind BrittneBabe.com, had a wonderful collection of products but felt that sales weren’t meeting her expectations. She consistently brought in new customers, but at a pace that

$30k

Ad Spend

$134k

Revenue

Woman doing yoga tree pose on a mountain cliff at sunrise, SoulPower Wellness case study

Soulpower Wellness

How We Generated Hundreds of Leads for SoulPower Wellness In Just A Few Weeks!

Case Study Building a Scalable Lead Generation System for SoulPower Wellness SoulPower Wellness How We Generated Hundreds of Leads for SoulPower Wellness In Just A Few Weeks! Tileah is the expert therapist leading the team at SoulPower Wellness. She built her business on the idea that eating disorder recovery should

100's

Leads

$45k

Revenue

Dr. Venus using a megaphone to promote her book tour, ROAR CXO case study

Dr venus

How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI!

Case Study Dr. Venus: 11.8X ROAS From Book Tour Marketing Dr. Venus How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI! Dr. Venus, also known as VenusOpal, is a self-made multimillionaire and self-described “miracle manifester” with an incredible story. She distilled her life lessons into an excellent book,

$10k

Ad Spend

+$120k

Revenue

Laptop displaying marketing analytics dashboard with charts, Cornelius Stone case study

Cornelius Stone

How We Generated 29 Calls In 60 Days For Cornelius Stone!

Case Study Turning Facebook Ads Into 29 Scheduled Sales Calls Cornelius Stone How We Generated 29 Calls In 60 Days For Cornelius Stone! Cornelius Stone helps people start and scale online affiliate sales businesses. His business model is built on helping others optimize theirs, which made him an excellent candidate

$1.2k

Ad Spend

$40.51

Cost / Scheduled Call

Modern cityscape with mountain horizon at sunset

Axess Home Buyers

Generating qualified leads to closed revenue for Axess Home Buyers

Case Study 164 Qualified Leads and $100K+ Revenue From a $2K Ad Spend Home Buyers Generating qualified leads to closed revenue for Axess Home Buyers Axess Home Buyers was brand new to Facebook and high-velocity lead generation. They were having great success with referrals and organic acquisition, however, they were

$2k

Ad Spend

164

Leads

US Air Force recruiter social media dashboard, ROAR CXO case study

Veronica Sanches (349th RCS)

How This USAF Recruiter Crushed Content Creation

Paid Advertising results using content created in ROAR Academy USAF 8-Week Virtual Social Media Training.

15k

Reach

592

Clicks

Military jets flying in formation, USAF recruiting case study

USAF 349th Recruiting Squadron

How United States Air Force Recruiters Grew their Social Media Presence

Brand new recruiters with no prior marketing experience were able to grow their social media presence organically with ROAR Academy.

225,929

Reach

642,839

Impressions

Air Force recruiters filming a social media video from a car, ROAR Academy case study

Keaton Manshaem (313th RCS)

Improving Comment Rate by 2500%

In just 6 weeks of ROAR Academy Virtual Social Media Training, the following results were achieved...

2500%

Comments

1137%

Impressions

Skatepark client awareness campaign, ROAR CXO case study

Skatepark

Crushing This Skatepark's Awareness Campaign

Case Study Turning Awareness Into Measurable Growth for a Skatepark Skatepark Crushing This Skatepark’s Awareness Campaign The campaign was performing very poorly with just running the coupon advertisement. We recommended that they submit general awareness creatives to run in all tactics and use the coupon creatives for site retargeting only.

55%

CTR

600%

Conversions

Visitor viewing classic paintings in a museum, ROAR CXO case study

Museum

Helping a Museum Increase Their Attendance

Case Study How We Helped a Museum Increase Attendance Museum Helping a Museum Increase Their Attendance This client’s campaign served over 1.2 million impressions over a large geo target between June 2019 – February 2020. An average 0.17% CTR was achieved throughout the time period specific above. And a VCR

1.2M

Impressions

126%

Geo-Lift

Lady Justice statue outside a law firm, ROAR CXO case study

Law Firm

Driving Conversions for a Personal Injury Attorney

Case Study Growing a Law Firm’s Visibility Through SEO and Paid Search Law Firm Driving Conversions for a Personal Injury Attorney Roar CMO developed a multi-tiered campaign focused on organic SEO results, lead generating PPC ads, a Social Content brand awareness push and intensive geo-targeting AT campaign. This ROAR client

46%

Organic Search

29

Calls

Industrial pipes and valves, HVAC client case study, ROAR CXO

HVAC

Campaign Performance is Heating Up

Case Study How Paid Search Delivered 600% ROI for an HVAC Business HVAC Campaign Performance is Heating Up This client’s campaign achieved a 600% ROI from their Google Ads and Local Service Ads campaigns by maximizing both the client exposure to new and repeat customers using a customer match audience

600%

Leads

75%

Cost Rate

Row of classic cars automotive ROAR CXO - case study

Car Dealer

Driving Awareness Through Targeted Email

Case Study How Targeted Email Campaigns Drove Vehicle Shopper Engagement Car Dealer Driving Awareness Through Targeted Email We drove an 18.77% View Rate, meaning 18.77% of our emails were opened and viewed by people, and 3.05% of our emails were clicked on to visit their website. These metrics are nearly

3.05%

CTR

18.77%

VCR

Showing 27 cases

Transforming Real Estate Investment Management with SyndicationPro

Case Study Transforming Real Estate Investment Management With SyndicationPro RESULTS How Strategic Marketing Drove a 300% Increase in Qualified Leads Saw immediate increase in marketing qualified leads after ROAR CMO began implementing strategy/solution. New Revenue $200K+ Results 381.195% New Leads 2,738 How we did it Problem. Goal. Solution. Problem The company had grown entirely by […]

$200K+ New Revenue
381.195% Results

Real Estate Saas Company

Case Study How We Nearly Doubled Signups for a Real Estate SaaS Company RESULTS How We Nearly Doubled Signups in the First 3 Months Compared to the past 3 years… nearly doubled signups within the first 3 months of launching marketing campaigns/strategy.​ Revenue $300K New SignUps 611​ How we did it Problem. Goal. Solution. Problem […]

$300K Revenue
611​ New SignUps

Valuation Policy Implementation at Anchorage Advisors

Case Study FAS 157 Compliance Through Valuation Policy Implementation Anchorage Advisors The Operational Challenge At Anchorage Advisors, the absence of standardized valuation processes for illiquid credit investments created compliance risks, inefficient P&L attribution, and challenges in regulatory filings (e.g., Form PF, Proof of Claims in bankruptcies). This fragmented approach hindered data quality, delayed reporting, and […]

40% Compliance accuracy
30% Valuation efficiency

Reconciliation and Process Optimization at Fortress Investment Group

Case Study Reducing Reconciliation Breaks by 22% at Fortress Investment Group Fortress Investment Group The Operational Challenge Fortress Investment Group managed multi-billion-dollar multi-strategy funds with frequent reconciliation breaks in trade operations across equities, bonds, FX, derivatives, and fixed income, leading to data integrity issues, delayed reporting, and heightened regulatory risks. As operations leader, I faced […]

35% Reconciliation accuracy
25% Process efficiency

Treasury Automation and Error Reduction at KKR Financial Services

Case Study Reducing Operational Errors by 18% Through Treasury Automation KKR Financial Services The Operational Challenge At KKR Financial Services, managing ultra-high-net-worth family office operations involved fragmented treasury processes, leading to high error rates in funding for private equity, alternatives, hedge funds, charitable foundations, and real estate portfolios. With 13 direct reports across four teams […]

15% Process Efficiency
20% Manual error reduction

Platform Integration and Data Governance at Yieldstreet

Case Study Improving Reporting Accuracy by 25% Through Data Governance Data Governance The Operational Challenge At Yieldstreet, a $2B+ alternative investments democratization platform, rapid expansion across asset classes like private debt, private credit, insurance, litigation finance, real estate, venture capital, and art led to data silos, inconsistent reporting, compliance vulnerabilities, and inefficiencies in investor onboarding […]

25% Achieved
90% Investor

Scaling Fund Administration at Belltower Funds Group

Case Study Scaling Fund Administration Without Increasing Headcount Funds Group The Operational Challenge Upon joining Belltower Funds Group as Fractional Chief Operating Officer in December 2024, I encountered a rapidly growing fund administration firm facing significant operational challenges. With 58 staff spread across five service lines – Fund Services, GP Services, Investment Services, Tax, and […]

20% Manual Friction
15% SLA Improvement

How We Generated 29 Calls In 60 Days For Cornelius Stone!

Case Study Turning Facebook Ads Into 29 Scheduled Sales Calls Cornelius Stone How We Generated 29 Calls In 60 Days For Cornelius Stone! Cornelius Stone helps people start and scale online affiliate sales businesses. His business model is built on helping others optimize theirs, which made him an excellent candidate for ROAR’s advertising strategies. Before […]

$1.2k Ad Spend
$40.51 Cost / Scheduled Call

Crushing This Skatepark's Awareness Campaign

Case Study Turning Awareness Into Measurable Growth for a Skatepark Skatepark Crushing This Skatepark’s Awareness Campaign The campaign was performing very poorly with just running the coupon advertisement. We recommended that they submit general awareness creatives to run in all tactics and use the coupon creatives for site retargeting only. Due to the poor initial […]

55% CTR
600% Conversions

Helping a Museum Increase Their Attendance

Case Study How We Helped a Museum Increase Attendance Museum Helping a Museum Increase Their Attendance This client’s campaign served over 1.2 million impressions over a large geo target between June 2019 – February 2020. An average 0.17% CTR was achieved throughout the time period specific above. And a VCR of 46%. Geo-fencing was allocated […]

1.2M Impressions
126% Geo-Lift

Driving Conversions for a Personal Injury Attorney

Case Study Growing a Law Firm’s Visibility Through SEO and Paid Search Law Firm Driving Conversions for a Personal Injury Attorney Roar CMO developed a multi-tiered campaign focused on organic SEO results, lead generating PPC ads, a Social Content brand awareness push and intensive geo-targeting AT campaign. This ROAR client saw incredible growth and continues […]

46% Organic Search
29 Calls

Driving Awareness Through Targeted Email

Case Study How Targeted Email Campaigns Drove Vehicle Shopper Engagement Car Dealer Driving Awareness Through Targeted Email We drove an 18.77% View Rate, meaning 18.77% of our emails were opened and viewed by people, and 3.05% of our emails were clicked on to visit their website. These metrics are nearly 2x and 3x the industry […]

3.05% CTR
18.77% VCR

From one channel to a full growth engine

Case Study How Bridgehaven Homes Grew From 23 to 102 Closed Deals Bridgehaven Homes From one channel to a full growth engine. How we took marketing off the CEO’s plate and 4x’d annual deals. The snapshot One year with Roar running the marketing department: Tracked Revenue In spend. $3M Active Active, tracked marketing channels went […]

$3M Revenue
2,868 Leads

They wanted marketing off their plate. And a real return

Case Study How We Took Marketing Off Wyohouses’ Plate and Drove 15.88X ROAS The snapshot One client. One year. Roar running every channel, every meeting, every decision. Here’s how it shook out. 2025 snapshot Result Tracked marketing spend $210K Closed deal revenue (actual) $1.1M Additional projected deal revenue $3.3M Return on ad spend (actual) 15.88x […]

$210K Spend
$1.1M Revenue

Generating qualified leads to closed revenue for Axess Home Buyers

Case Study 164 Qualified Leads and $100K+ Revenue From a $2K Ad Spend Home Buyers Generating qualified leads to closed revenue for Axess Home Buyers Axess Home Buyers was brand new to Facebook and high-velocity lead generation. They were having great success with referrals and organic acquisition, however, they were wanting to expand their team […]

$2k Ad Spend
164 Leads

How We Brought In Almost 500 Leads In One Month for Dr. B!

Case Study Helping Dr. B Generate 494 Leads and 53 Scheduled Calls Dr. Bertha McCants (Dr. B) How We Brought In Almost 500 Leads In One Month for Dr. B! Dr. Bertha McCants—the one and only Dr. B—is the leader behind Change Your Narrative University and Educator to Entrepreneur, mentorship and leadership programs designed to […]

$2.3k Ad Spend
$43.12 CPA

How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI!

Case Study Dr. Venus: 11.8X ROAS From Book Tour Marketing Dr. Venus How We Sold Out Dr. Venus’ Book Tour with 11.8X ROI! Dr. Venus, also known as VenusOpal, is a self-made multimillionaire and self-described “miracle manifester” with an incredible story. She distilled her life lessons into an excellent book, then planned a tour to […]

$10k Ad Spend
+$120k Revenue

How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand!

Case Study How BrittneBabe Scaled With Facebook Advertising BrittneBabe How A Few Tweaks Turned BrittneBabe Into A $100K/Month Brand! Brittne, the fitness guru behind BrittneBabe.com, had a wonderful collection of products but felt that sales weren’t meeting her expectations. She consistently brought in new customers, but at a pace that felt like a crawl. She’d […]

$30k Ad Spend
$134k Revenue

Campaign Performance is Heating Up

Case Study How Paid Search Delivered 600% ROI for an HVAC Business HVAC Campaign Performance is Heating Up This client’s campaign achieved a 600% ROI from their Google Ads and Local Service Ads campaigns by maximizing both the client exposure to new and repeat customers using a customer match audience list. An average 90% impressions […]

600% Leads
75% Cost Rate

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