Category Archives: Work Samples & Reports

Unsolicited – Not a Client – Allstate – Full Marketing Audit and Strategy Report

ALLSTATE The Allstate Corporation  |  NYSE: ALL  |  Northbrook, Illinois STRATEGIC MARKETING REVIEW: TEN QUESTIONS, TWO HUNDRED AND TWENTY-SIX POINTS Built from every document in this process and from the one hundred marketing suggestions produced by the reconvened focus group. NO POSITION / NO COMPENSATION / NO MNPI ANALYSES BASED ON PUBLIC INFORMATION. NOTHING HERE…

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Unsolicited – Not a Client – UnitedHealthcare – the 2-page Free Read

UnitedHealthcare – The Short Version This is an example of the Free Read document that I offer to organizations. Two pages pulled from the full review. Public information only. Not investment advice. August 26, 2026. The margins are fixed. The reputation is not. This company spent 2025 nearly breaking and 2026 repairing itself, and almost…

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Client Case Study: Software Startup Winning the Wrong Race

The client. A three-person, founder-led software company in a regulated professional-services niche. Bootstrapped, technically excellent, and quietly better than anything else in its category. The founder was licensed in the very profession he sold to – rare, credible, and worth a great deal – and he ran a second business in that same profession while…

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Unsolicited – Not a Client – Chubb – Full Marketing Audit and Strategy Report

Chubb Limited – Marketing, Position & Direction A working review built from the interview briefing, the six-lens strategic review, the marketing and growth report, the three one-page summaries, and the reconvened hundred-person focus group. August 23, 2026. Public information only. Not investment advice. No position, no compensation, no material non-public information. How to read this.…

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Unsolicited – Not a Client – Berkshire Hathaway – the 2-page Free Read

BERKSHIRE HATHAWAY — THE SHORT VERSION August 22, 2026  •  No position, no compensation, no MNPI  This is an example of the Free Read document that I offer to organizations. Here is the whole argument in two pages. The long version runs to two hundred and eight points across ten headings (available by request), and…

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Unsolicited – Not a Client – Liberty Mutual – Full Audit and Strategy Document

LIBERTY MUTUAL STRATEGIC AND MARKETING REVIEW – TEN AREAS Drawn from the interview dossier, the six-lens strategic review, the marketing and positioning review, the three one-page summaries, and the 100-suggestion focus group record. ANALYSES BASED ON PUBLIC INFORMATION. NOTHING HERE IS INVESTMENT ADVICE. FOR NO POSITION / NO COMPENSATION / NO MNPI. How to read…

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The Succession-Readiness Website Audit: A Q&A Guide for Family Businesses Handing Off the Marketing Keys

Published by 1000Startups.com – built and stress-tested on real convenience store scenarios Every family business eventually asks the big legal and financial succession questions. Almost none of them ask who has the password to the website. 1000Startups.com put together this Q&A after digging through the actual data on family business succession, convenience store operations, and…

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