Increase Shopify store revenue for a fitness supplement brand.

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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Calian is a large B2B/B2G professional services company, publicly traded on the Toronto Stock Exchange. When I started with Calian in early 2019, they had a Drupal 7 website that had been somewhat neglected and had technical issues, and the design and content were overall unimpressive, and not representative of a strong brand with an umbrella of highly specialized solutions. They were also lacking a social media strategy, appropriate analytics tracking, marketing automation and a modern CRM solution.

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.