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.

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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This was a new client that had never run paid ads before on social.

Before we stepped in to help, Larissa’s email marketing strategy consisted of sending 1-2 emails a month that did not successfully create leads or gain traction. Though she had around 65,000 email addresses, she was not effectively capitalizing on them.