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Explore Our Work

See how strategic engagement and retention frameworks come to life. Each case study highlights a focused challenge, a clear advisory approach, and measurable outcomes designed to strengthen relationships, build loyalty, and support long-term impact.

Enroute 2 Success Case Study

EnRoute 2 Success

The Challenge:

Strengthen community engagement, grow sponsorship support, and increase visibility for youth-focused programs and events.

Our Approach:

Advised on engagement and sponsorship strategies, introduced business and grant proposal advisors, and supported community initiatives, including Black History Month programming and the annual charity golf tournament.

Impact:

  • Strengthened brand recognition and stakeholder relationships.

  • Secured in-kind sponsorships and strategic partnerships

  • Increased event visibility and community engagement

What EnRoute 2 Success Said:

"Since 2023, Natalie has been an active supporter, valued partner and dedicated volunteer with EnRoute 2 Success. Her expertise in community engagement has strengthened our brand, secured in-kind sponsorship, and forged exceptional connections with key stakeholders. From supporting our Black History Events to securing donations and sponsoring our charity golf tournament, Natalie’s commitment to our mission is undeniable. We are grateful for her ongoing support and strategic insight.”

~ Renee Rudder, Co-Founder

Brampton On Stage

The Challenge:

Increase brand visibility, create inclusive event experiences, and engage local businesses for arts and culture festivals.

Our Approach:

Developed outreach strategies, engaged BIPOC communities, and built grassroots partnerships with local businesses and organizations.

Impact:

  • Enhanced stakeholder engagement and brand visibility

  • Fostered inclusive audience experiences

  • Built partnerships that expanded event reach

What Brampton On Stage Said:

"Natalie’s work was an asset to Flow Fest, and her focus on authenticity and connection made a meaningful difference. I would recommend her to any organization seeking to enhance their community engagement and outreach efforts.”

~ Jocelyn Johnston, Theatre Manager

Brampton On Stage Case Study

Natalie Williams, Joy Lapps & Larnell Lewis (Flow Fest Creators and World Renowned Musicians)

Brampton Board of Trade Case Study

Brampton Board of Trade 

The Challenge:

Improve member engagement, onboarding, and feedback processes.

Our Approach:

Conducted membership analysis, refined onboarding frameworks, designed referral and member perks programs, and provided guidance on CRM workflows and personalized communications.

Impact:

  • Increased member satisfaction and engagement

  • Streamlined onboarding and the overall member experience

  • Strengthened loyalty and encouraged advocacy

What Brampton Board of Trade Said:

"Natalie has been fantastic at helping the BBOT understand how we can do a better job of serving our members. If you’ve noticed in the last few months that we are doing a better job looking after you (our members), you can thank Natalie for that!”

~ Jaipaul Massey Singh, CEO

Settify

The Challenge:

Inconsistent onboarding, low adoption and retention.

Our Approach:

Designed onboarding and adoption frameworks, delivered structured training sessions, and developed referral and recognition strategies to support growth.

Impact:

  • Successfully onboarded 40+ law firms

  • Delivered 28 training sessions to increase adoption

  • Achieved 70% retention (2023–2024)

  • Launched referral and recognition programs to drive growth

What Settify Said:

"The Esteem Agency was instrumental in our North American expansion and a superb cultural fit. Natalie led key changes in product enhancements, processes, and pricing, managing client expectations in the challenging legal tech space with professionalism. She ensured customers received maximum value from their investment in Settify. I highly recommend Natalie for client success expertise!”

~ Paul Psaltis, CEO

Settify Case Study

Natalie Williams and Edward Kirk (Former Head of UK and North America Sales)

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