Switchbox is a Columbus-based digital solutions firm that operates like an outside digital innovation partner for mid-market and enterprise organizations.
From enabling FDA-compliant medical devices with Ohio State, commercializing axe throwing scheduling and gameplay software, to leveraging AI to help farmers manage communications and logistics, they streamline complex workflows for fast-scaling teams, drawing on 20 years of experience solving complex problems across industries.
Building a Marketing Plan with Substance
Switchbox’s leadership team recognized that while sales momentum was building, the fundamentals of marketing were not fully in place to support long-term growth. “The main problem we had is that we had ambitious growth goals in a difficult market, but our sales initiatives didn’t have the marketing support that was needed,” said Trip Bodley, President of Switchbox. Based on a trusted referral, he turned to Amy Connor, Founder and CEO of CMO-OnLoan.
“What stood out immediately during my first meeting with Amy was her direct, practical approach,” Trip explained. “With a lot of marketing agencies, you get flash and sizzle, but with CMO-OnLoan, you get the fiber and the substance. Her approach gave me confidence that they could help us build a plan that was strategic, integrated with sales, and something we would be able to execute with our current resources.”
Clarifying the Story and the Strategy
The first step was working backwards from the company’s growth vision. CMO-OnLoan guided Switchbox through defining their ideal customer profiles and personas, clarifying their promise, and identifying what made them unique in the market.
“Our job was to help Switchbox articulate their value in a way that was both authentic and scalable,” said Amy. Together, they developed a marketing plan that not only positioned Switchbox with clarity, but also gave the team simple processes and tools that instilled the confidence to act.
From Planning to Meaningful Action
The most significant shift for Switchbox was moving from intention to execution. “With our resource limitations, I was concerned about getting to execution. But Amy met us where we were and helped us move forward in simple, deliberate steps.”
With new structure and guidance, the team began consistently publishing content, preparing for key industry events, and aligning marketing with business development. “If I had to boil it down, it was meaningful action in a thoughtful direction,” Trip said.
“We are now executing on a plan that we all agreed to, even without a dedicated marketing person. That wasn’t possible before. The process helped us simplify how we explain what we do,” said the Switchbox team. “Now our message connects with both potential clients and existing partners.”
A Partnership Built on Growth
The results have been both measurable and cultural. Switchbox has seen stronger engagement with its website, more confidence in client conversations, and a greater sense of pride across the team.
For CMO-OnLoan, the partnership was equally rewarding. “Switchbox is an incredible company with an amazing culture,” said Amy. “Helping them share that story with the world has been a privilege.”
To learn more about Switchbox, visit https://www.switchboxinc.com.