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Bill Rice Strategy Group — Home

Case Studies

Real engagements. Named clients. The work, not the wrapper.

BRSG works with a small number of clients at a time so we can go deep. Each engagement below covers the strategic frame, the bundle structure, and the outcomes — not just metrics that look good on a slide.

Mortgage Tech · Active retainer

Figure

SEO + Content Strategy + Fractional CMO

Build organic authority and a content engine for a publicly traded blockchain HELOC lender in one of the most compliance-heavy spaces in financial services.

  • Full content + SEO infrastructure operational within 90 days
  • 10+ active content verticals with ongoing keyword-targeted production
  • Executive thought leadership program and monthly B2B partner newsletters

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Mortgage Tech · Active retainer

ProPair

GTM Strategy + Content Engine

Market saw them as 'just another lead scoring tool' despite 46% validated conversion uplift. Needed repositioning to unlock a larger addressable market.

  • Repositioned from point solution to platform — 340% expansion of addressable market
  • Projected deal sizes increased from $150K–$300K to $400K–$800K
  • Complete sales enablement toolkit and thought leadership content strategy

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Fintech · Engagement

Boldin

Fractional CMO + GTM Strategy

Had 350,000+ users and enterprise partners but no repeatable enterprise sales motion — every deal required the CEO's direct involvement.

  • 4-phase enterprise GTM framework replacing founder-led sales
  • 350,000+ user base mapped as internal champion pipeline
  • Systematic outbound motion and complete sales enablement toolkit

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PropTech · Active engagement · in build

ZoomCasa

Lead Gen Engine bundle

PropTech transaction-infrastructure leader pivoting from white-label B2B back-office to direct consumer brand. Six programs, three audiences (homeowners, agents, lenders), and an agent co-branding model that needed to live across every page.

  • v6 brand system locked through citation-driven CEO + CRO review process
  • 8 production mockups shipped under v6 (Cash Offer+, agent landing, lender landing, BBYS, Pre-Sale Prep, voice/tone, workspace, status)
  • Voice-and-tone guide built from internal sales-floor language; logo application guide v2

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Every engagement starts with a 45-minute Discovery on Google Meet.

No pitch — just an honest conversation about your growth goals, where your platform is today, and whether one of our productized engagements is the right fit. If we're not a fit, we'll point you toward a better resource.

Book a DiscoveryBrowse what we productize