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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MOBY needed an revised marketing strategy that would shift spending focus from print/event placements to higher return digital advertising. The company has also recently acquired Baby Hawk (carriers) and Maya & Max (accessories); consolidating digital assets and streamlining marketing were key objectives for 2016.

This client didn't have any finalized branding when I joined the team. I helped them finalize their brand ID (which they have since changed) and developed email templates based off of the guide for a cohesive member experience. They also had under cared for email flows.

Small list, no email marketing at all