Existing challenges within the account limited their ability to test new prospecting strategies and limited their growth potential. For example, prior to our involvement, the majority of the budget was dedicated toward branded search campaigns, as many competitors were bidding on their branded terms in hopes to capture away TaxJar's most valuable traffic. Unfortunately, this fierce competition resulted in higher-than-expected costs and required much of the focus, energy, and budget.

Even after successfully freeing up budget from the branded search issues, profitably acquiring new business was no easy feat. Tax services are consumed on an as-needed basis. A brand awareness effort would only be effective if the messaging was powerful and the timing was perfect. That is, even if a business owner hears about TaxJar and thinks they should sign up for the services, it’s typically something that is pushed on the back-burner.

More than ever, if would be crucial to meet their potential customers when they are actively in the market for tax services and in the medium in which they would best respond to our messaging.

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Implement a new CRM system to create an omni-channel platform to talk to prospects and customers with a single voice.

Although the team had a good client list and a great track record of success, they were struggling to manage paid media accounts effectively. They needed some additional expertise to support this service offering and initially looked for someone who could deliver internal training to support staff development and upskill the team. 

Their media buying team has grown the app to over 24M in revenue, but they were unable to make it profitable on the front end. Their CPA is over 120 while their AOV is 70.