As a boutique portfolio management firm, it was important for TWM Group to look the part. They needed a website redesign (soon live, the landing page can be seen at https://wealthmanagement.twmgroup.ca/), savvy copywriting and proper advertising campaigns.

The client had an old agency running Google ads and a website done by someone with zero web design experience. They needed a strong agency to take their marketing game to the next level.

Kristi Hyson's #1 goal was to increase the quality of her leads. In a highly competitive real estate marketing, Kristi Hyson knew that their current service provider was not providing the quality of leads she knew could be attained from Google Ads. She wanted to see a more engaged user by way of a higher click-through rate (CTR), a decrease in her CPC (cost-per-click) and an increase in conversions along with the conversion rate.

Atlassian, a B2B workplace collaboration software company, was heading towards a cloud-first future where it needed to move its marketing processes from being focused on high-touch single product journeys to now self-serve (user onboards on their own), low-touch (light chat support based on bronze/silver status) and high-touch (gold status, enterprise customers) across many products and apps.

The technology, marketing and sales teams were misaligned, and looked for a partner who could speak marketing + sales + technology, which was the role I played. My responsibility was in leading product managers and program managers to enable strategies in lifecycle marketing (prospects growth, lead acquisition, nurture programming, conversion and retention) and move freemium users through the upgrade path, with the goal of activating low-CAC flywheel marketing.