The client wanted to generate new leads

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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New brand coming into disrupt the space. We had to build everything from the ground up.

The major issue this client had was finding someone reliable to strategize and implement email marketing campaigns to their existing list. They have tried several agencies and freelancers, but the quality of work and results were not there.

• No Campaign Strategy: There was no developed campaign strategy.
• Poorly Designed Emails: Previous campaigns were poorly designed.
• Excluding Certain Products: Certain products had to be excluded from all promotions.