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Energy Systems Group Case Study

ESG logo

Empowering ESG’s Marketing Team
with Strategic Canva Implementation

Client: Energy Systems Group (ESG)
Industry: Energy Services
Project Type: Canva Implementation, Brand Kit Optimization, Team Enablement

Overview

Energy Systems Group (ESG) is a leading energy services provider helping public and private sector clients improve energy efficiency, reduce operational costs, and support sustainability goals. Their marketing team, though small and lean, is highly capable and committed to delivering top-tier brand communications across the organization.

When ESG upgraded their Canva account, they saw an opportunity to take their design workflows and brand consistency to the next level. But with growing internal demands and a desire to streamline collaboration between marketing and sales, they needed a strategic partner to help optimize their Canva environment for how their team truly worked.

That’s where Keene Lane Co. stepped in.

The Challenge

ESG wasn’t starting from scratch, they had a strong marketing foundation and a high-performing team. But they were encountering friction when it came to sharing branded content efficiently across departments, particularly with their sales team. Their Canva environment lacked structure, their brand kit wasn’t fully utilized, and templates were inconsistent or underdeveloped.

They needed:

  • A centralized, scalable Canva setup.

  • Better workflows to support sales enablement.

  • Design tools that could save time and reinforce brand standards.

  • Strategic guidance to help their team fully leverage Canva’s features.

"Partnering with Katy for our Canva implementation and training made a real difference in how our team works. Before, we were less efficient and unsure how to use the platform strategically. Now, we’re operating at a much higher level — saving 1–3 hours each week thanks to tailored structures aligned with our everyday tasks. Katy’s approach was clear, practical, and hands-on. She didn’t just optimize our system — she empowered our team to use it effectively. I highly recommend her to any organization that wants their marketing to run smoother and align with their strategy and processes."

Ellie Cassidy_ESG
Ellie Cassidy, Marketing and Communications Specialist, Energy Systems Group

The KLC Solution

Strategic Setup Meets Real-Time Education

Our engagement was structured around a clear scope of work, but the real value came from the way we worked together. Through bi-weekly strategy sessions, we combined implementation with hands-on education, so ESG’s team wasn’t just given a new system, they were empowered to use it confidently.

Here’s how we brought structure, clarity, and efficiency to their Canva setup:

1. Customizing the Brand Kit for Real-World Use

We began by refining and fully implementing ESG’s Canva brand kit to match their existing visual identity. Colors, fonts, logos, and brand imagery were standardized and more importantly, optimized for usability.

We included often-overlooked elements like expanded brand palettes and typography hierarchies, and ensured that every asset was built for consistency and scalability.

Brand image

2. Converting Assets into Flexible, On-Brand Templates

We brought in external designs and turned them into fully branded Canva templates that the marketing team, and other internal stakeholders, could easily customize. This included social media graphics, internal communications, and marketing collateral.

Each template was built with guardrails: enough flexibility for creativity, but strong enough to maintain brand integrity.

3. Organizing Assets for Seamless Team Access

We designed a folder structure aligned with how ESG already stored and shared content, making the transition feel intuitive, not disruptive. Their Canva assets were now easily accessible, logically named, and consistently placed.

This structure also laid the groundwork for future scalability, allowing ESG to easily onboard other departments in the future.

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4. Creating a Sales Enablement Workflow

One of ESG’s biggest internal pain points was the back-and-forth between marketing and sales. Sales reps often needed branded materials, but the marketing team, being lean, didn’t have the capacity to fulfill every request quickly.

We solved this by developing a templated system specifically for the sales team. With multiple styles to choose from and built-in customization options, the sales team could now select and personalize materials in minutes without going off-brand or waiting days for design help.

5. Empowering Through Strategic Training

Every call with ESG wasn’t just a check-in, it was a training opportunity. We used our bi-weekly sessions to review progress, demonstrate new tools, and teach the team how to make Canva work for them.

These moments sparked powerful learning: from time-saving shortcuts to better design workflows, ESG’s team gained new insights during every single call. By the final wrap-up session, they weren’t just more efficient, they were more confident, curious, and capable.

Katy_Team training & empowerment 1080x1080

The Results: More Than Just Time Saved

By the end of our engagement, ESG had transformed their Canva environment from underutilized to fully optimized and their team was saving an estimated 1–3 hours per week on repetitive design tasks.

But the real wins went beyond time savings:

  • Increased confidence across the marketing team in using Canva strategically and independently.

  • Stronger brand consistency thanks to well-designed templates and a fully built-out brand kit.

  • Improved collaboration between marketing and sales, with faster access to materials and fewer off-brand missteps.

  • Future scalability, with a structure ready to support other departments as they consider broader rollout.

  • A trusted, documented system that reflects how ESG works, not just how Canva functions.

Conclusion

By aligning ESG’s Canva environment with their real-world workflows, we didn’t just improve design efficiency, we empowered their team with the tools, structure, and confidence to keep growing. This project is a great example of how strategic implementation can unlock lasting value for capable teams ready to work smarter.

Is your organization ready for transformation? Book an interest call today!

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