← All work

2018 - 2024 / Strategy / Service Design / Data

FreshBI

Strategy, brand and experience design partner

A clearer story for a complicated offer.

Turned a complex business intelligence offer into a clearer brand, sales story, website experience and dashboard design system.

Visit website
Case study

Strategy / Service Design / Data

2 - 3new clients signed per month
2 - 3new clients signed per month
1clearer positioning system
4core service areas simplified
100%website and deck narrative rebuilt
20+team members, up from 3 founders
SilverMicrosoft Power BI Partner status achieved

Before

Brilliant work, no one knew about it

  • FreshBI had deep technical expertise in Power BI and data governance, but their external messaging was scattered. The website used dense, technical language that buried the value proposition. Sales collateral was inconsistent and built on the fly for each prospect. There was no unified brand story connecting their dashboards, consulting, and training services.
  • The founders were spending too much time explaining what they did instead of closing deals. The team of 3 couldn't scale because every client engagement started from scratch.

After

A clear story that signed clients on its own

  1. 01

    Rebuilt the brand strategy from the ground up, transforming complex technical language into clear, benefit-driven messaging. The new website, sales collateral, and case studies told a consistent story that prospects could understand without a 45-minute call first.

  2. 02

    Designed the visual system used across Power BI dashboards, creating a Dashboard Commandment Guide and Data Governance Maturity Model that gave consultants a repeatable framework. Every dashboard followed the same design standards, speeding up delivery and improving client comprehension.

  3. 03

    2-3 new clients signed per month consistently, and FreshBI grew from 3 founders to 20+ Power BI coaches and developers over 6 years. The company earned Microsoft Power BI Silver Partner status as a direct result of its elevated market presence.

  4. 04

    Built sales enablement tools including an annual report, revenue dashboards, and process optimization infographics that armed the team for higher-quality conversations. Led the brand strategy for their spin-off business, AntiPrem, targeting enterprise clients with a full-scale Azure data solution.

The outcome

The work improved the customer experience, opened new revenue opportunities and gave the team a more scalable way to launch, learn and grow.

Discuss a similar problem
Next projectConvertus