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Lakeside Lender · Conroe, TX

Case Studies

Case Studies

Receipts, not slogans.

Two tracks of work, one operating principle: build the system the business needs, run it long enough to prove it works, then hand off a clean operation. Every case below is a closed engagement, a documented results window, or an engagement in progress with its start date on the record.

Track 1

Digital optimization work

Self-hosted AI agents, full website rebuilds, lead capture, voice answering, paid search, and field-operations platforms — all on hardware the client owns. The work that turns a small business or trade into a system that runs itself.

Montgomery Water Softening · Conroe, TX · Active engagement

Week one, zero ad spend: page views up 8.8x.

Conroe-area residential water treatment company. Dominate plan signed 2026-04-20, with a performance dashboard delivered to ownership every Friday. The strongest result of the first thirty days landed before a single paid impression served: in engagement week one, on foundation work alone — on-page SEO, structured data, city and service landing pages, an AI assistant, and Google Business Profile work — active users went from 15 to 72 (+380%), page views from 46 to 407 (+785%, an 8.8x multiple), and conversion-grade events from 3 to 22 (+633%). Every figure verified against the client GA4 property.

Where the account stands now — trailing-30-day paid performance, impression share lost to rank, current GA4 traffic, Google Business Profile growth, and the AI assistant conversation log — is inside the case study, each reading carrying the date it was taken.

Read the MWS case study →·Visit montgomerywatersoftening.com →

Action Watersports · Lewisville + Fort Worth, TX · Onboarding, first 30 days

From a dark ads account to measured, attributable demand.

MasterCraft and Balise Pontoons dealer with two DFW stores and a 47-county territory. The first 30 days: resolved the account-level hold that had kept the Google Ads account from serving, stood up GA4 as the single source of truth with per-store call tracking, implemented a written SEO plan with automated inventory index submission, put both Google Business Profiles on a posting cadence, and built and filed a twelve-account coordinated-review investigation.

Read the Action Watersports case study →·Visit awsboatstx.com →

Reel Adventure Charters · Pensacola, FL · Engagement just started

A Gulf Coast charter operator, onboarding now.

Pensacola fishing-charter operator running on Squarespace. Engagement signed 2026-08-19 — optimization plus social. Week one was measurement, not spend: analytics and ad-account admin access granted 2026-08-18, the conversion tracking stack inventoried end to end across click-to-call, form submission, and deposit, and two alias domains already folding into one canonical address so every signal lands in the same place. Paid relaunch is deliberately gated behind Search Console crawler verification rather than a date on a calendar.

This one is listed early on purpose. The receipts get published as they are earned, not before.

Visit reeladventure.com →

APB Electric · Denver, CO · AI + full digital rebuild

An owner-operator electrician, taken off Wix and a notebook onto a stack he owns.

Denver residential and light commercial electrician. Full rebuild: a self-hosted WordPress site migrated off Wix with no downtime, AI lead capture and call tracking, an AI voicemail agent that turns missed calls into same-day callbacks, and Lakeside Fieldstack — the field-operations platform APB is the first tenant on. Aaron owns every piece: the site, the data, the AI agents, the hardware. Cancel me and it keeps running.

Read the APB Electric case study →·Visit apbelectric.com →

Track 2

Marine F&I development

Outside F&I development partner work with Texas-and-borderlands marine dealerships. Broker placement through Marathon in phase one. Direct lender expansion when the volume justifies it. Clean handoff to an in-house seat when the dealership has grown into one.

Marine World of Texas · Whitehouse, TX · Tyler / East Texas

A growing new East Texas dealership, professionalized over three stages.

Outside F&I development partner. Helped land the dealership’s first tow-sport franchise (Skier’s Choice — Supra and Moomba) through OEM acquisition counsel. Built broker placement through Marathon for prime-through-subprime breadth. Expanded into direct lender relationships that eliminated the broker fee split. Handed off cleanly to an in-house F&I manager when the dealership group consolidated F&I across their broader retail operation.

Read the Marine World case study →

Texoma Boat House + Dallas Boat House · Calera, OK + Hickory Creek, TX · Lake Texoma + DFW

From day-one broker setup to a two-state, direct-lender F&I operation.

Three-year engagement (2023 – March 2026). Outside F&I from the first unit delivered — remote by default, with in-person presence for select weekends and Texas boat shows. Converted broker placements to direct lender relationships once volume justified it. Did the pre-opening work for the second store (Dallas Boat House) — new-state licensing and second-location lender agreements. Supported the simultaneous Dallas launch and Texoma OEM rebrand to Skier’s Choice on the same January 2026 calendar. Neither store lost selling days through the dual transition.

Read the Texoma Boat House case study →

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