B&J engagement — active workstreams, status, and Candid services rendered

B&J is not a single deliverable. It is a multi-track, multi-phase platform engagement with a fractional-CMO relationship layered on top. A case study must be honest about what is live now and what is in flight.

Active workstreams

Workstream Status Notes
Marketing site (Phase 2 rebuild) Build in progress. Agriculture vertical and its subpages are live on the dev URL. Fleet/commercial in research and brief stage. Construction deferred until fleet ships. Home-heating vertical live. ~50 pages published on the dev surface. [Verified — pre-launch audit, May 2026, against bjweb.candidcreative.ca]
CRM (Phase 1 of CRM project) Scoped, schema designed, data model defined. Pre-build. [Verified — crm_project_plan.docx]. Phase 1: accounts, location/tank registry, delivery history, invoices, internal dashboard.
Client portal (Phase 2 of CRM project) Designed in spec. Not built. [Verified]
AI / self-serve (Phase 3 of CRM project) Scoped. Includes AI lubricant search and consumption modeling. [Verified]
Manifold data platform Separate product, branded independently. Provides data lanes (prices, regulations, programs) feeding embedded widgets on the B&J site. [Verified — Manifold Phase 3 brief]. Has its own URL (manifold.candidcreative.ca); is not itself a B&J asset.
Davis & McCauley digital transition Audited, transition page strategy defined. London brand being absorbed into B&J. [Verified — D&M digital transition audit]
Capability Audit tool Internal-facing product at boucherjones.candidcreative.ca/admin. Captures B&J operational capabilities for competitor comparison. [Verified — capability-audit-content.json + Kevin's memory]
Fractional CMO Active. Michael DeLeye is the primary contact. [Verified — Kevin's memory]
Content strategy (Option B in Phase 2 proposal) 10 long-form articles defined by vertical. 12 articles currently live in /resources/. [Verified — BJ_Phase2_Proposal_v2.docx + audit page inventory]
Brand strategy / positioning Defined and operationalized. "Walk with quiet confidence." [Verified — Manifold Phase 3 brief names this posture]. See B&J positioning — "walk with quiet confidence" (editorial discipline, NOT a public tagline).

Services rendered (for the spec-sheet header)

In Candid Creative service taxonomy:

  • Strategy & positioning
  • Buyer persona and decision-journey research
  • Information architecture
  • Content strategy and editorial direction
  • Foundation research (commercial fleet, agriculture, residential propane, lubricants, DEF, regulatory)
  • Site design and build (Next.js platform from scratch, replacing WordPress)
  • Custom CRM data modeling and schema design
  • Data platform development (Manifold) — separate product engagement
  • Fractional CMO
  • Brand / digital transition strategy (Davis & McCauley absorption)
  • Technical SEO and AI-citation-readiness audit

[Verified across the project document set]