Case Studies

Bright Light Strategies, a government affairs firm specializing in navigating complex policy landscapes and advocating for impactful change.

Challenge

Bright Light Strategies faced a dual challenge: improve its brand perception within the competitive government affairs sector and achieve substantial revenue growth. Despite their expertise, the firm struggled with client acquisition and lacked a cohesive approach to expanding into emerging markets. Additionally, internal inefficiencies hindered effective collaboration and communication, limiting the team's overall productivity.

Solution:

Evergreen Way Consulting partnered with Bright Light Strategies to deliver tailored strategic guidance. Our key steps included:

  • Comprehensive Trend Analysis: Identified shifting policy and market trends to position the firm as a forward-thinking leader.

  • Brand Revitalization: Enhanced brand messaging to better resonate with clients and stakeholders, emphasizing the firm's expertise and success stories.

  • Stakeholder Engagement Strategy: Developed marketing strategies to deepen client relationships and improve outreach to untapped markets.

  • Internal Collaboration Workshops: Introduced tools and processes to streamline communication and foster teamwork among internal staff.

By addressing both external branding and internal operations, Evergreen Way Consulting enabled the firm to position itself as an industry leader and build a scalable foundation for growth.

Outcome:

Within six months, Bright Light Strategies achieved 85% of its annual revenue goals, far exceeding initial expectations. The firm also experienced:

  • Improved Brand Perception: Positioned as an emerging government affairs firm with a strong reputation for results-driven strategies.

  • Enhanced Client Acquisition: Attracted high-profile clients and retained existing ones through revamped marketing materials and a clearer value proposition.

  • Expanded Market Reach: Successfully entered emerging markets and established a presence in new sectors.

  • Boosted Operational Efficiency: Internal communication improvements increased productivity and strengthened team cohesion

Testimonial

"Working with Jordana has made a monumental positive impact on the way my brand is perceived in government affairs and the growth of my firm's bottom line."

— Crystal Strait, Founder & Partner, Bright Light Strategies

Evergreen Way Consulting partnered with an Early-Stage Venture Fund seeking to enhance its market perception, build strategic relationships, and establish a credible presence in the venture capital landscape.

Challenge

As an emerging player in the venture capital space, the fund faced challenges in solidifying its market position and standing out at industry events. The team lacked a cohesive internal marketing strategy, and their outreach approach did not effectively convey the fund’s unique value proposition to founders and investors. Additionally, they needed internal training to foster a more personalized and credible engagement strategy to engage with high-net-worth individuals and cross-cultural partners.

Solution:

  • Market Perception Assessment:
    Conducted a thorough experiential marketing analysis of how the fund was perceived in their market. This included evaluating its external branding, positioning, and presence at industry events, identifying areas for improvement to enhance their reputation and competitive edge.

  • Competitive Landscape Analysis:
    Assessed the fund’s standing relative to competitors by analyzing their strategies, event participation, and market communication, providing actionable feedback for growth opportunities.

  • Internal Marketing Strategy Development:
    Created the foundation for a comprehensive internal marketing strategy that aligned with the fund’s long-term goals. This strategy emphasized storytelling, highlighting the fund’s cross-cultural impact and its commitment to fostering meaningful partnerships with founders and investors.

  • Team Training:
    Trained interns and the executive team on:

    • Developing a personalized outreach strategy to connect authentically with high-net-worth individuals and potential partners.

    • Leveraging market insights to improve pitch delivery and credibility at events.

  • Strategic Outreach and Partnership Development:
    Advised on building alliances with founders and investors, emphasizing high-touch, relationship-driven engagement to foster trust and long-term collaborations.

Outcome:

  • Enhanced Credibility: The fund’s refined messaging and outreach approach significantly increased its credibility at industry events, leading to more meaningful engagements with potential partners and founders.

  • Stronger Team Capabilities: Interns and the executive team became adept at personalized outreach, effectively positioning the fund as a thought leader and innovative partner.

  • Strategic Growth Opportunities: Our feedback on the competitive landscape identified new areas for growth, including entry points into niche markets and high-potential partnerships.

  • Improved Market Position: The fund established a stronger digital presence in the venture ecosystem, earning recognition for its emerging footprint and thought leadership.

Zeist Data, a technology company offering AI driven, data solutions that integrate social psychology and cultural insights to provide real-time, actionable intelligence in the political polling industry.

Challenge

Zeist Data aimed to establish a strong presence in political and governmental markets by leveraging its structured "Data GPS" platform to navigate the rapidly evolving dynamics of political landscapes.

However, the company faced challenges in tailoring its messaging and market positioning to effectively resonate with decision-makers in the political and public sectors. The primary objective was to align its branding, pricing strategy, and value proposition with the priorities of policymakers and government organizations to secure funding and drive early adoption.

Solution:

Evergreen Way Consulting partnered with Zeist Data to refine its market positioning and create a targeted strategy for penetrating an early adoption of political circles and investors:

  • Tailored Messaging for Political Impact:

    • Developed narratives that framed Zeist Data as a critical tool for understanding and forecasting political and cultural "climates," aligning with its ""Data GPS" core.

    • Positioned Zeist Data as a differentiated resource for policymakers to anticipate social reactions and measure public sentiment before implementing decisions.

    • Reframed its capacity to provide "snapshots of what you need to know when you need to know it," a vital asset in the fast-paced political environment.

  • Strategic Branding and Relatability:

    • Rebranded Zeist Data to align with the themes of empathy, adaptability, and relatability, reflecting its ability to address the human side of data in political strategy.

    • Used accessible language to ensure the brand resonated with political audiences and constituents, shifting from purely technical jargon to relatable, outcome-driven messaging.

  • Market Positioning in Political Circles:

    • Positioned Zeist Data as the future go-to partner for tracking and adapting to the evolving "social temperature" with communities and constituents.

    • Highlighted its ability to predict cultural shifts, empowering political organizations to proactively address key issues before they escalate.

    • Focused on public relations strategies that reinforced Zeist Data’s credibility as a forward-thinking ally for political campaigns, governmental agencies, and advocacy groups.

  • Engagement with Key Political Stakeholders:

    • Created strategies to connect with thought leaders, political advisors, and advocacy groups.

    • Recommended specific use cases, such as optimizing campaign outreach, gauging voter sentiment, and predicting the effectiveness of policy initiatives.

  • Long-Term Social Impact Integration:

    • Positioned Zeist Data as a platform for driving social impact by integrating data insights on cultural trends, offering key concerns in modern discourse

Outcome:

  • Strengthened Political Relevance:
    Zeist Data's redefined messaging resonates with the priorities of the political and public sectors, positioning the platform as a future essential tool for navigating complex and rapidly evolving policy landscapes.

  • Enhanced Stakeholder Trust:
    By adopting a human-centered, empathetic narrative, Zeist Data has become a competitive option for decision-makers, building confidence in its ability to deliver actionable, forward-thinking insights tailored to complex societal needs.

  • Increased Engagement and Visibility:
    The emphasis on delivering "snapshots before you need to know it" has captured attention within political and social spheres, fostering engagement with key stakeholders and elevating its profile as a future go-to resource for anticipating public sentiment.

  • Alignment with Broader Societal Goals:
    Zeist Data’s repositioning aligns with the growing demand for tools that address pressing societal challenges such as public health, equity, and social well-being. This alignment has expanded opportunities to participate in initiatives focused on creating systemic change.

  • Catalyst for Strategic Decision-Making:
    The refined messaging and insights have sparked actionable conversations among leaders and stakeholders about using AI data-driven strategies to achieve long-term policy objectives, enhancing Zeist Data’s role as a thought leader in the space. 

Balance Public Relations: Is a full-service strategic consulting firm that supports private and public clients at the intersection of innovation and regulation, offering expertise in strategic planning, government and regulatory affairs, and public relations to help clients achieve their business goals.

Challenge

Balance Public Relations faced significant branding and outreach challenges, impacting its ability to retain clients and attract new partnerships. Misaligned messaging and inconsistent communication strategies weakened the firm’s market presence, leading to unclear value propositions and limiting its growth potential. These issues posed a substantial threat to the firm’s ability to scale and achieve its long-term goals.

Solution:

Evergreen Way Consulting partnered with Balance Public Relations to address these challenges through strategic alignment and rebranding efforts. Key actions included:

  • Brand Audit:
    Conducted a comprehensive review of the company’s existing branding elements, uncovering gaps and inconsistencies that diluted its messaging. Identified areas where alignment with the company’s mission and vision could be strengthened to improve overall coherence.

  • Strategic Rebranding:
    Developed a cohesive and compelling brand narrative that unified all touchpoints and reflected the company’s mission and vision. This rebranding effort ensured consistent communication across channels, resonating with both existing and potential clients.

  • Customer Outreach Revamp:
    Introduced innovative and personalized outreach strategies, leveraging digital platforms and customized messaging to engage target audiences effectively. This included crafting campaigns that showcased the firm’s expertise and client successes.

  • Market Positioning:
    Redefined the firm’s messaging to highlight both the company’s and its clients’ unique value propositions, differentiating Balance Public Relations from competitors. This strengthened alignment between stakeholders, enhanced the firm’s reputation, and improved client understanding of its value.

Outcome:

  • Enhanced Brand Cohesion:
    The rebranding effort delivered a unified and professional brand identity, increasing credibility and trust among clients and partners.

  • Improved Client Retention:
    Clearer messaging and personalized outreach strategies deepened relationships with existing clients, leading to increased satisfaction and loyalty.

  • Increased Client Acquisition:
    The revamped market positioning attracted clients who resonated with the firm’s refined value proposition, resulting in a broader client base.

  • Stronger Market Presence:
    The company’s enhanced reputation and alignment with its mission elevated its standing in the public relations industry, making it a go-to firm for strategic communication needs.

  • Sustainable Growth:
    The tools and strategies implemented provided a scalable foundation for the firm’s continued growth and ability to navigate future challenges effectively.

Documentary Filmmaker: We worked with an independent filmmaker working on a women’s rights -focused documentary with aspirations to expand her influence beyond local reach.

Challenge

The client faced challenges in defining her market positioning and outreach strategy. Despite a strong creative vision, her documentary’s focus was limited to community events and university screenings, restricting her potential for broader impact. She lacked clarity on how to tap into larger markets, align her project with trending social issues, and connect with influential stakeholders to amplify her reach.

Solution:

Evergreen Way Consulting partnered with the Filmmaker to address these challenges:

  • Market Positioning in Political and Philanthropic Circles:

    Analyzed the client's project potential and aligned her branding with influential networks in California and national political circles. Introduced a strategy incorporating mental health themes, forecasted to resonate with philanthropic markets, boost WOM, and profitability.

  • Expanded Perspective on Influence:

    Identified untapped markets and emphasized the customer-centric "WHY" behind her project’s impact driven strategy, broadening her scope of outreach and impact.

  • Strategic Networking and Outreach:

    Facilitated connections with key figures, including national prominent mental health advocates. Positioned her project to align with current policy and social initiatives.  

  • Creative Pivot and Secondary Project Integration:

    Advised the client to pivot toward a secondary project that complemented her original vision, bolstering her credibility, approachability, and enhancing her narrative.

  • Brand Strategy and Outreach Support:

    Provided branding recommendations that tied her creative vision to mental health and wellness themes, increasing her relevance and resonance with broader audiences.

Outcome:

  • Expanded Influence from Local to National:
    Evergreen Way Consulting elevated her presence from hosting local galas and screenings to organizing a high-profile film screening in Sacramento; California's capital. The event attracted prominent political and community leaders, effectively engaging her key demographic and amplifying her reach with investors and political engagement.

  • Olympic Opportunity:
    Aligned her project with the universal themes of mental health, resilience, and overcoming challenges—concepts deeply rooted in the psychology of athletic performance and well-being. This strategic positioning resonated with the international sports community, culminating in an invitation to attend and showcase her work at the 2024 Paris Olympics.

  • Enhanced Brand Perception:
    A revised branding strategy resulted in increased word-of-mouth (WOM) recognition, establishing her as a thought leader in immigrant Olympic athletes’ mental health.

  • Ongoing Engagement:
    Guided the launch of a recurring newsletter on immigrant Olympic athletes’ mental health, further cementing her position as a changemaker in her field.

  • Strategic Networking Success:
    Her connection with a mental health advocate from a national political family provided credibility and opened new doors for partnerships and collaborations.

Philanthropic Institute: A nonprofit organization committed to advancing mental health research and fostering community engagement.

Challenge

The organization seeks to strengthen donor relationships and align support with its initiatives through innovative, engaging experiences that will drive word-of-mouth (WOM) advocacy. The primary challenge is to design events that will be meaningful, relatable, and effective in showcasing pressing mental health issues connected to cultural change, open dialogue, and sustainable systematic progress.

Solution:

Evergreen Way Consulting is designing Cocktail Conversations, a series of intimate, topic-focused events aimed at fostering donor connection and advancing the institute’s mission. Key components include:

  • Strategic Topic Selection:
    Based on donor and societal interests, four core topics will be selected to drive meaningful discussions: 

      • Workplace Mental Health: Addressing the dual challenges of loneliness in remote work and stress, Highlighting the disconnect between employers and emerging employees. As well as the benefits of fostering resilience and social connections.

      • Digital Mental Health: Exploring the democratization of care through AI and teletherapy, alongside ethical risks, systematic challenges and opportunities.

      • Gen Z and Adolescent Mental Health: Bridging generational gaps while discussing the external challenges young people face that impact their wellbeing.

      • Adolescent and Parent Mental Health: Examining the interconnected mental health dynamics between parents and societal pressures of raising children in a competitive culture.

    1. Engaging Event Design:

      • Cocktail Format: Events will be hosted in elegant, intimate settings with drinks and hors d'oeuvres, fostering informal yet forthright conversations.

      • Thought Leadership: The intertwining of multidisciplinary industry experts is our goal. Prominent figures, researchers, and business experts share insights on each topic, bringing real-world relevance to the discussions and guests.

      • Interactive Dialogue: Small group discussions will encourage donors to connect with attendees, gaining unfiltered insights into public sentiment and creating a shared understanding of the challenges and solutions at hand.

    2. Benefits to Donors:

      • Donors will have a platform to engage with diverse perspectives and learn about cutting-edge mental health initiatives that intertwine with the social fabric and affect multiple generations.

      • Events will demonstrate the tangible impact of donor contributions, fostering emotional connections to the institute’s work.

      • Donors will be positioned as thought leaders and participants in driving societal change, enhancing their personal and professional credibility.

    3. Institute Growth through Relatability:

      • Philanthropic Institute will be positioned as a hub for interdisciplinary mental health discussions, fostering innovation and collaboration.

      • Donor-driven WOM advocacy will amplify the institute’s visibility.

      • Donor loyalty will be strengthened by connecting their support to meaningful, measurable initiatives such as workplace mental health programs and Gen Z summits.

Outcome:

Although Cocktail Conversations is currently in the planning and implementation phase, the initiative is expected to deliver significant results:

  • Stakeholder Engagement: Donors and experts are anticipated to show strong interest in the event series, participating actively in discussions and topic planning.

  • Strategic Execution: Detailed event formats, topic outlines, and guest lists will be finalized, ensuring seamless implementation.

  • Increased Anticipation and Engagement: Early communications about the initiative will likely spark curiosity and interest among key donors, creating momentum for participation and support.

  • Successful Pilot Events: Initial events will provide valuable insights into donor engagement, WOM advocacy, and visibility for the institute’s programs, paving the way for expansion of the series.

Defy Ventures: Defy Ventures is a national nonprofit organization that leverages entrepreneurship, career readiness, and personal development programs to transform the lives of individuals with criminal histories, aiming to reduce recidivism and create economic opportunities.

Challenge

Defy Ventures aimed to reduce recidivism and enhance the entrepreneurial success of its participants through post-release and in-prison accelerator programs. The challenge was to provide participants with tailored guidance in business development, funding strategies, and community engagement while ensuring sustainable growth and a strong network for long-term success.

Solution:

Evergreen Way Consulting’s approach focused on individualized mentorship and data-driven strategies to empower entrepreneurs-in-training (EITs). Key contributions included:

  • Facilitating Classes and Mentoring Entrepreneurs:

    • Delivered interactive classes that focused on business fundamentals, team-building strategies, and market outreach.

    • We offered personalized advice to Entrepreneurs In Training (EITs), helping them refine business concepts, allocate funding effectively, and develop plans that resonated with their target demographics.

  • Investment Panel Leadership:

    • Participated in Shark Tank-style investment panels, advised EITs on their pitches and provided critical feedback on funding allocation.

    • Through advising we helped an EIT secure $10,000 in funding by crafting a compelling outline that showcased the business's intrinsic value and community impact.

  • Psychology-Based Business Model Development:

    • Introduced intrinsic-value-driven approaches to business planning, encouraging EITs to connect deeply with their communities and advisors.

    • Developed a psychology-based investment strategy to challenge entrepreneurs to consider long-term growth and relationship-building.

  • Community and Think-Tank Support:

  • Advised in think-tank-style brainstorming sessions to explore innovative solutions for business challenges, fostering a collaborative environment among participants and mentors.

    • Provided actionable, data-driven insights to ensure due diligence in company development and funding strategies.

  • Celebrating Milestones and Building Networks:

    • We participated in graduation ceremonies and milestone events, reinforcing a culture of achievement and support.

  • Guided EITs in expanding their networks, securing mentorships, and building relationships with community stakeholders. 

Outcome:

  • Top Performances on Investment Panels: Entrepreneurs mentored under our guidance secured the top three positions in funding allocation rounds, demonstrating the effectiveness of our advising and leadership strategies.

  • Successful Funding and Business Launches: Participants crafted winning pitches, resulting in successful funding rounds and the creation of sustainable business plans.

  • Increased Engagement in Programs: Enhanced participant engagement through innovative, psychology-based business models that emphasized community connection and intrinsic motivation

  • Strengthened Community Impact: Encouraged EITs to build businesses that aligned with social impact goals, furthering Defy Ventures' mission of reducing recidivism and fostering economic independence.