Create an internal promotional campaign to educate Bank of America's Mortgage Loan Officers (MLOs) on best practices for selling mortgages to potential home buyers. Internal campaigns had been met with mixed results in the past.

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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Core Max Pro saw unprofitable performance on social - and was spending around $30K/ month just to move inventory.

They were looking to grow into a million dollar brand and beyond, but did not understand what part of the customer journey was breaking down.

Cine packs was struggling to create profitable campaigns and often broke even for their digital products on Facebook and wanted to increase their ROAS to atleast a 3x. They also wanted to launch ads for their new eCommerce store to sell physical products. Moreover, they were not sure about tracking and needed someone to separate their free downloads from their paid downloads.