The RootsTech conference is the largest genealogy conference in the world. For the first 10 years, the conference was held in Salt Lake City, UT as an in-person conference with only 40k attendees. When the pandemic hit, the challenge was how to take an in-person conference, make it virtual and expand the global footprint of the business.

We worked with consumer media, specialized media, general news, business, technology, entertainment, internationals, relevant trade media, and opinion leaders to help position the company in the US Hispanic and general market.

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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Founded by CEO Don Halpern, the company's chief competitive advantage is their products' unique patented features and material that prevent the bag from being opened or broken into. Their product features are unique and cannot be found with any other companies on the market. In 2017, Loctote was featured on Shark Tank where they successfully garnered an investment deal with Shark Tank investor Robert Herjavec. The company successfully established eCommerce and wholesale distribution channels but needed help improving the profitability of their paid advertising strategy for their eCommerce channel. When we began working with the Loctote company, they were experiencing issues that were interfering with the profitability of their paid advertising channels. While the company’s initial online advertising campaigns had been successful in the beginning, over time due to the increasing complexity and competitiveness of advertising platforms, the ad campaigns had declined in performance. Due to these issues, the company was experiencing a downturn in online revenue, an increase in wasted ad spend, and a decline in ROAS across all online advertising channels.