Real relationships.
​Real results.

The Challenge

Lifeline needed an agency partner for fast-turnaround email production for caregiver and senior audiences — with ability to scale into additional channels as needs grew.

What We Did

• Quarterly e-newsletters evolving to monthly sends for two audience segments
• Daily outbound email campaigns with monthly performance reporting
• Animated and instructional videos for US, Canadian, and German operations
• Multi-channel lead nurture program processing 10,000+ daily records across email, letters, postcards, self-mailers, and robocalls
• Ongoing data processing and analytics for campaign optimization

The Result

The Challenge

HealthForge is a Pittsburgh-based venture studio that guides early-stage medical device companies through three structured programs — Beachhead, Refinery, and Forge. They needed a comprehensive marketing program for the studio itself, a web presence that reflected that framework, and a communications resource their portfolio startups could actually access.

What We Did

• Engineered the digital infrastructure that brings the Beachhead program to life — giving cohort companies a structured way to document and capture their training session work, while giving HealthForge the visibility to monitor progress and mentor each group
• Built the HealthForge website from design specs provided by the founder — taking his PowerPoint layout and turning it into a live, functional site
• Scheduled ongoing website maintenance, and content updates will be done as the venture studio evolves
• Established marketing and communications support for portfolio startups — from pitch materials to product messaging — on an as-needed basis

The Result

The Challenge

Most companies collect the same information over and over — the same name, the same number, typed into one form after another. Every re-entry invites an error someone has to catch later. Every extra step is a rougher first impression for the person filling it out. And the automation that would tie it all together — across forms, records, documents, and systems that don't naturally talk — is exactly what most teams can't build or maintain on their own.

Employee onboarding is a great example: a new hire completes a W-4, an I-9, a direct deposit form, and a local tax form — the same details entered four times, four chances for a typo, and four documents for someone to collect, verify, and re-key.

What We Did

We build systems where the information is entered once. That one entry is populated on every required form. We capture a genuine signature, and the employer gets a single PDF with every form they need. The workflow automation — the part most teams can't build or run on their own — connects forms, records, documents, and separate platforms into one process that works — and keeps working regardless of how the company scales.

Our online workflows serve three audiences at once — and each gets something different:

The Result

The Challenge

Two Pittsburgh membership organizations, two different problems, one owner. PEA needs its 28 category-protected memberships current the moment anything changes — a new member, a new weekly assignment, a new speaker lineup. Active Angels needs a fast-moving investor network kept in sync on weekly virtual pitch sessions and a monthly in-person meeting, without anyone missing a notification.

What We Did

For PEA, a Zoho Sites website wired directly into a CRM — member data lives in one place, and the category listings and weekly assignment postings update themselves the moment it changes. For Active Angels, TBG runs the weekly meeting notifications and formats and distributes the monthly newsletter.

The Result