Project Overview
Summit Consulting Group LLC came to us managing a fragmented online presence — scattered social media efforts, an inconsistent CRM workflow, and an underperforming media outreach strategy. On top of that, their WordPress website carried a range of technical issues that undermined their credibility. The Helion360 team was brought in to unify and stabilize all three operational areas simultaneously.
The Challenge
The consulting firm was growing quickly, but their digital infrastructure hadn't kept pace. Social media posts lacked consistency in tone and cadence. Their CRM system held disorganized contact data with no clear pipeline for follow-ups or media relationships. The WordPress site, while recently updated for responsiveness, still had visible problems — inconsistent font usage, poor line spacing, layout irregularities, and outdated imagery that didn't reflect the firm's professional positioning.
Managing these three workstreams independently would have created more gaps. Our approach had to be coordinated and execution-focused from the start.
Our Approach
We began with a structured audit across all areas before touching a single deliverable. For social media, we mapped out a consistent content calendar aligned to the firm's service messaging and audience tone. For CRM, we reorganized contact segmentation and built a reliable follow-up workflow that the internal team could maintain without confusion. For media pitching, we researched relevant outlets and developed a targeting framework to support outreach for the firm's consulting services.
On the WordPress side, Helion360 addressed layout inconsistencies, corrected font hierarchies, fixed line spacing across key pages, and replaced outdated images with visually appropriate alternatives.
Implementation
Social media content was drafted, reviewed, and scheduled in batches to maintain a steady cadence. CRM records were cleaned, categorized, and assigned to appropriate pipeline stages. Media pitch templates were crafted to suit different outlet types, with personalization built into the outreach process. WordPress fixes were handled systematically, prioritizing high-visibility pages first.
Delivery and Impact
By the end of the engagement, the consulting firm had a functional, organized digital operation across all three fronts. Their social presence was consistent, their CRM was actionable, their media outreach was structured and credible, and their website reflected the professionalism their brand demanded.