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01, Case file · AcreValue

Sold

The turnaround behind a NASDAQ acquisition

AcreValue / Ag AnalyticsFractional CMO & Head of Sales2023–2024

Context

An ag-tech SaaS platform with 1.5M+ registered users across 48 states, and recurring revenue that had declined two straight years. The product had reach; the business had no clear vision and no defensible positioning.

Exhibit, Press release

CoStar Group, Inc. · Investor Relations

CoStar Group acquires Ag‑Analytics, augmenting Land.com services and capabilities

February 14, 2025 · NASDAQ: CSGP

CoStar’s announcement cites AcreValue’s 1.5 million registered users and data on tens of millions of parcels, in a farm real-estate asset class the company sizes at $3.4 trillion.

Read the release at investors.costargroup.com →
What I built
  • Relearned the market firsthand, sat on client and sales calls before touching strategy.
  • Carried that intelligence to the development team and shipped the features the marketplace actually wanted.
  • Rebuilt the image, the website, and the value propositions around what the calls revealed.
  • Opened entirely new segments, including the energy sector.

One of the defining calls was with Duke Energy. They needed a way to evaluate greenfield and brownfield sites for energy development, proximity to transmission lines, surrounding infrastructure, overall plan viability, plus parcel-ownership records and a way to actually reach the landowners behind them.

I carried that spec back to the development team and made the case for a visual data layer built around exactly those features. That build is the move that opened the energy-sector segment in the results below.

Results
Revenue
Returned to growth after two years of decline
New
Commercial segments opened, including energy
2024
Featured speaker, Land Investment Expo · quoted in American Farmland Owner
Feb 2025
Acquired by CoStar Group (NASDAQ: CSGP)

The deal doesn’t happen without the turnaround.

02, Case file · Vertex

+490%

Rebuilding acquisition end-to-end

VertexChief Marketing Officer2025

Context

A three-state home-services operation where the call center rolled up to me as CMO. My audits told an uncomfortable story: inbound volume was thin, the booking rate sat at 16%, and acquisition leaned on outbound, lead aggregators and aged lists the sales floor had to chase.

One more problem underneath all of it: the data couldn’t be trusted enough to even report on. Before I could grow the numbers, I had to make them honest.

What I built
  • Outsourced the call center to AnswerForce, professional coverage on every ring, so demand stopped dying on hold.
  • Flipped the acquisition model from outbound to demand-driven inbound, Google Ads, Microsoft Ads, and Google Local Services Ads replaced the aggregators and aged leads.
  • Built automated booking that sent every inbound lead straight to sales, no manual entry, and migrated the CRM from Salesforce to Builder Prime, so every number below could be trusted.
  • Rewrote the inside sales scripts and inbound workflows around one metric: calls that become booked appointments.
Results, Aug → Nov
+490%
Inbound calls, 108 → 637
+269%
Booking rate, 16% → 59%
+212%
Appointments set, 26 → 81
+192%
Leads issued to sales, 26 → 76
+20%
Qualified leads, 178 → 213

First you make the numbers honest. Then you make them move.

Exhibit, Inbound calls & booking rate, Aug–Nov
INBOUND CALLSBOOKING RATE (%)0175350525700108*25342163716%25%59%AUG*SEP†OCTNOV

Exhibit A, Inbound calls (bars, left axis) & booking rate (line), Aug → Nov

* August is mostly missing: pre-migration tracking couldn’t be trusted, so August volume is understated and the booking rate isn’t reportable. † September week 4 is absent entirely; it fell during the Salesforce → Builder Prime cutover. The gaps are reported as found. That’s the point of the migration.

03, Case file · Infinity Home Services

#1

The Midwest machine

Infinity Home ServicesRegional Marketing Manager, MidwestFeb 2026 – Present

Context

A national home-services platform. Full ownership of Midwest marketing, budget, channels, and a team of four.

The standing record

This is the current engagement, so the numbers below are live and year-over-year. The exact figures stay in the boardroom while the engagement is live, but the shape is public: double-digit year-over-year sales growth, and the region now leads every other region in the company on performance.

Results, Year over year
2×digit
YoY qualified-lead growth
2×digit
YoY appointment growth
2×digit
YoY sales growth
#1
Performing region in the company

04, Case file · Optimized

Founded & sold

Every seat, earned the hard way

OptimizedFounder & President2011–2018

Context

Founded as a team of one. Sales by day, cold calls, pipeline, contracts. Delivery by night, SEO, PPC, social, web builds. Every seat in the org chart, held first by me.

What it became
  • 23 employees across seven satellite offices spanning the continental U.S.
  • $5M in annual revenue, built without outside capital.
  • A client roster spanning 15+ industries, with Fortune 500 names among them, medical and private practice, SaaS, manufacturing, aerospace, automotive, e-commerce, food & beverage, travel & hospitality, legal, and real estate & brokerages.
  • A successful exit, acquired by an equity firm expanding its US book of business. The breadth and caliber of the client roster were core drivers of the deal.
Results
23
Employees at peak
$5M
Annual revenue
7
Satellite offices, continental U.S.
15+
Industries served
Sold
Acquired by an equity firm

I’ve held every role I now hire for. And the best proof of the work is what clients did next: Clint Hoppes came to Optimized as a customer, and later came to work alongside me at Roofing GR.

05, Case file · Optimized

100 at #1

Beating the agencies at their own keywords

OptimizedFounder & President2011–2018

Context

Optimized sold SEO for a living. So the toughest account we ever ranked wasn’t a client. It was our own front door.

The keywords that sell SEO are the ones every SEO agency fights over. “seo consultant.” “best seo agency.” “seo expert.” Whoever owns those words owns the market. The people selling the service were losing those exact words to us.

What it proved
  • Ranked our own site at the top of the industry’s own terms. 100 keywords sat at Google rank #1. All 192 terms we tracked sat in the top ten. Every one an SEO-buyer term, in our market.
  • The proof was the product. A prospect could search “best seo agency,” find us at the top, and watch the service working before the first call.
  • Then we did the same for clients, on the terms that sell their business, not ours.

Take Heywood’s Meat, a butcher shop and meat market in Georgia. Not a niche long-tail play. The real commercial head terms, tens of thousands of searches a month behind them. Most started unranked. We took them to the front page, several to the top spot.

Results, Optimized’s own site
100
Keywords at Google rank #1
192
Tracked terms, all in the top 10
#1
On the terms that sell SEO
Own site
Ranked against every agency in the market

The hardest SEO to win is SEO itself. I won it on our own site, against every agency selling the same thing, then did it for clients on the words that pay their bills. This is the receipt behind every ranking claim on this site.

Exhibits, Own-domain rankings and client head terms
OPTIMIZED · OWN DOMAIN, SEO-INDUSTRY TERMSRANKED IN ITS MARKET100KEYWORDS AT GOOGLE RANK #1192 TRACKED TERMS, ALL IN THE TOP 10RANK POSITION12345678910vs. EVERY AGENCY IN THE MARKETseo consultantbest seo agencyseo expertseo company

Exhibit A, Optimized’s own domain, ranking positions for SEO-industry terms in its market

Redrawn from the original rank tracking. The agency ranked its own site at the top of the words that sell the service, against every competitor selling the same thing.

Exhibit, Client SEO report

ClientHeywood’s Meat, Georgia

ReportCommercial head-term rankings

Commercial head terms, monthly search volume and ranking result

TermMonthly searchesResultMove
meat market27,100#1Entered
butcher shop14,800#1Entered
/meat74,000#2+13
butcher40,500#4Entered

Local-intent terms climbed as much as +89 positions. Retyped as reported: +89 ‘local butcher,’ +77 ‘the local butcher shop,’ +71 ‘local meat market.’

Exhibit B, Client ranking gains on commercial head terms, retyped from the original SEO report for Heywood’s Meat

The volumes are the point. These aren’t long-tail scraps. They’re the words the whole category competes for, taken from nowhere to the front page.

06, Case file · Roofing GR

+1,000%

One thousand percent

Roofing GRMarketing Director2021–2024

Context

A West Michigan roofing company. Full ownership of demand generation and inside sales, the entire funnel, first click to signed contract.

What I built
  • Advanced geotargeting and lead generation across search and local channels.
  • Marketing automation on N8N, Make, and Zapier, routing, enrichment, and follow-up without added headcount.
  • Attribution and lifecycle email tied to behavioral triggers.
Results
+1,000%
YoY lead generation
Costs
Operational costs decreased while volume grew
Cycle
Sales cycles shortened
Exhibit, Organic clicks, first 12 months of a new domain
ORGANIC CLICKS / WK426 CLICKS · 469K IMPRESSIONS · 12 MONTHS051015SITE INDEXING →JUN ’23SEP ’23DEC ’23MAR ’24JUN ’24

Exhibit A, Weekly organic clicks, brand-new domain, June 2023 → June 2024

Redrawn from the original Google Search Console report. The shape is the story: roughly six months of near-zero while a brand-new domain indexed and the content library was built, then a compounding climb as rankings landed, out-competing established brands for position, clicks, and organic leads. Headline totals as reported: 426 clicks on 469K impressions in the first twelve months.

5.0★★★★★18 Google reviews · Roofing GR

“Quick to reply to my request for quote. Scheduling had a few hiccups, but Brad kept me informed about what was going on. All work completed to my satisfaction.”

Linda Havens · Google review

“Quality work from a company who values ethics and reliability. Easy to work with, highly recommend.”

Tina Eckert · Google review

“I had a customer needing a roof repair and they took great care of the customer and had great communication with all the parties involved.”

Kevin Shettler · Google review

Exhibit B, Google Business Profile, Roofing GR

Transcribed from the live Google listing, a 5.0 rating across 18 reviews. The marketing filled the calendar; the operation earned the stars.

“Within the first quarter of his leadership, we saw a 35% increase in qualified leads and a record-setting month in terms of booked jobs.”Clint Hoppes, Roofing GR

07, Case file · Wensco Sign Supply

+30%

The record quarter

Wensco Sign SupplyHead of Marketing2019–2021

Context

An 87-year-old wholesale distributor, 100+ employees, $30M+ in revenue, with a legacy digital footprint that undersold the operation behind it.

What I built
  • Managed a $1M+ marketing budget and cut marketing costs 35% while output grew.
  • Overhauled a 20,000+ page website, the platform behind the online sales gains below.
  • Scaled customer engagement to 10,000+ interactions per month.
Results
−35%
Marketing costs, on a $1M+ budget
+30%
Total sales revenue
+40%
Online sales after 20,000+ page overhaul
10K+
Monthly customer engagements
Exhibit, Internal email, Office of the CFO

Exhibit, Internal email

FromOffice of the Chief Financial Officer, Wensco Sign Supply

SubjectWeb Orders

“There were 256 web orders placed yesterday. These orders represented 56% of the total number of orders entered for the day, and 42.7% of the total dollar value for the day.”

Top 10 single-day web order records, 14 years of company data (Feb 2007 → Apr 2021)

DateOrdersExt. price
Aug 13, 2019261$85,311
/Apr 26, 2021256$88,071
Sep 4, 2018251$101,425
/Sep 10, 2019245$87,177
/Apr 13, 2021243$95,673
Jun 4, 2019239$91,357
/Apr 20, 2021238$82,733
May 30, 2018236$77,348
/Apr 19, 2021235$97,772
/Sep 9, 2020235$77,961

/ = during his tenure as Head of Marketing. Six of the ten biggest web-order days in fourteen years of company history happened in his twenty months.

Exhibit A, Retyped from the CFO’s internal email; sender identity redacted, figures as reported

08, Case file · Griffin Opus

Built

A whole business, on software I built

Griffin OpusPlatform build, e-commerce, ERP & CRM2026–Present

Context

Griffin Opus is a direct-to-consumer paper-goods brand my wife founded and runs. It needed to operate on real software, not a stack of monthly subscriptions that own your data and raise the rent every year. So I built the software myself.

This is the AI-assisted build work I do for clients, proven on a business that runs on it every day. Not a demo, not a prototype, a live storefront taking real orders.

What I built
  • A custom e-commerce storefront, the entire buying experience, coded and owned outright, with no platform fees skimming every sale.
  • An admin and ERP, inventory and landed-cost model, purchasing and POs, reorder logic, shipping and returns, and a full stock audit log.
  • A CRM, customers, orders, and lifecycle in one owned system instead of a rented tool with a per-seat bill.
  • Shipping and label automation, rating, labels, and fulfillment wired straight into the admin, so orders move without hand-keying.
What it proves
Owned
No SaaS subscriptions, no platform lock-in
Full‑stack
Storefront, admin, ERP, CRM, and fulfillment
Live
A real operating DTC business, not a demo
AI‑built
Designed and coded end to end, AI-assisted

The best proof I can build software you own is the software I already built.

Start a conversation

The next case file could be yours.

Every engagement above started the same way: a conversation about what the numbers should look like and weren’t. Tell me what you’re building, and I’ll tell you how I’d grow it.