This customer was running lead generation campaigns that fed the leads into their custom-built CRM, to be contacted by call centre staff. The call centre reps would then convert the leads into sales over the phone, sometimes over several calls. That data would go into the CRM also, but not connected to the original lead. Leads came in via website forms as well as phone calls, so tracking inbound phone call leads was essential as well. They had a call tracking system built by a previous agency that they needed to migrate away from.

The challenge was to be able to feed sales data back into Google Ads so that the campaigns could be optimized to the actual revenue, as opposed to just the CPL. The call tracking also needed to be migrated to another platform.

Treasury Wine Estates is a multi-brand and multi-region wine company. I worked with the DTC business in the US to connect the consumer experience across its physical tasting room, website, subscription and phone sales channels. I was responsible for the functional roadmap for marketing and eCommerce DTC.

OptionsSwing is an investment education company teaching investors how to make money through stock options trading and other stock investments. I advise their Director of Marketing, Warwick Gorman, on social media strategies to increase brand awareness and member subscription rates.

SendGrid was a well-established email API frequently used by businesses for transactional email use cases, attempting to break into the email marketing space with an email marketing campaign. After around two years of struggling to break into email marketing, marketing leaders were interested in a way to build more content marketing traffic to the site via organic search channels. Problem was, email marketing is an extremely difficult vertical for content marketing.