Note Future Advisor has now been acquired by BlackRock, but when I was managing their Google Ads campaigns they were simply https://futureadvisor.com/ (which now redirects to https://www.blackrock.com/futureadvisor).
Challenge was to scale their account while still meeting their aggressive CAC goals, especially with the number of competitors in the Robo-Advisor space at the time.
I was directly managing the Google Ads and Bing Ads accounts myself. We were able to succeed by building tightly themed search campaign ad groups and using longtail keyword targeting as well as regular SQR reviews to not only increase spend and drive more sign ups, but also cut areas in the account with wasted spend to improve their CAC.
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I worked with Circle specifically on affiliate partnership projects, email marketing campaigns, and online event management. As worthwhile as the experience was to assist Circle with these tasks, I still (like many) faced a few challenges.
One of those unique challenges was ongoing communication and consistent alignment when it came to back-to-back online events that took place throughout the Fall 2022 season. This caused a level of organization and attention to detail needed to sustain the work to make multiple online events successfully happen simultaneously. Because of that challenge, I learned to leverage putting structure and automated systems into place in order to carry out each task to ensure a smooth client and event attendee experience.
Goals: To increase sales across the board, regardless of where they occur. To increase “moroccan magic” searches on Google and Amazon. Since they sell their product in so many places, and have Amazon and target running shopping ads for their products, we cannot simply look at website sales.

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