• Successfully created an engaging email marketing series that re-engaged over thousands of lost clients
  • Reduced CPL by 43$
  • Improved returning customer rate by offering strategic upsells through the customer life cycle
  • Implemented a detailed online process that successfully scaled through Tax Season
0.43
CPL

The Challenge

Tax Team is a tax preparation and financial services company. Coming off of the Pandemic Tax Team's clients switched to digital tax platforms such as Turbo Tax, H&R Block, etc. This resulted in significant revenue and clientele loss. As tax season approached I was responsible for creating a winning strategy in less than a month.

The Process

At the time my role was Vice President of Marketing and I was directly responsible for auditing and creating marketing strategies for my team and me.


Preparation

  1. We performed an audit of all digital channels to identify low-hanging fruit that can produce revenue
  2. Advised Tax Team to have the staff upsell services such as financial planning, and credit repair to reduce the loss of customers to Turbo Tax.
  3. Gather all internal resources to determine in order of priority what items can be achieved given the short time frame

Plan

  1. Identify segments for self-employed, and W-2 clients
  2. Create a marketing plan for multi-channel acquisition
  3. Leverage and use a 10,000 email customer base
  4. Develop a simple online process to compete with Turbo Tax and other online tax juggernauts

Execution

  1. Created an ongoing list of F.A.Q. and myth-busting questions for email and video content
  2. Created new advertising channels
  3. Created simple online scheduling built with a necessary process implementations
  4. Developed an engaging email marketing newsletter
  5. Optimized website for additional email capture

The Solution

  • Successfully created an engaging email marketing series that re-engaged over thousands of lost clients
  • Reduced CPL by 43$
  • Improved returning customer rate by offering strategic upsells through the customer life cycle
  • Implemented a detailed online process that successfully scaled through Tax Season
Skills Used

Paid Ads,Paid Ads,Web Development,CRO,Email Marketing,Marketing Strategy

Industry

Professional Services

Results by the numbers

See what Mayple
can do for you

Put your e-mail in and we'll arrange a consultation call for you

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

More Case Study

Sobara Law

Develop a social media strategy and content to be taken forward.

SH1FT

They needed a brand new website & social media strategy.

M1 Concourse

3

CPL

Timber Joinery Perth

We started work with Timber Joinery Perth, a local Perth-based business bespoke timber furniture, doors, windows and joinery, soon after they had launched in the market.


As a fresh new brand in the market, they started with no sales pipeline and needed a way to find new customers at scale, and quick.

Crafting Jeannie

In this enlightening case study, we embark on a journey with Crafting Jeannie, a dynamic provider of printable products tailored to early education. Crafting Jeannie sought to revolutionize their email marketing strategy through a strategic partnership with Mayple, a pioneering marketing management platform. By leveraging Mayple's expertise, Crafting Jeannie tackled critical challenges, rejuvenated their email marketing practices, and achieved impressive results. This case study highlights substantial improvements in KPIs, particularly in open rates and click rates.

Lake Art Glass

Lake Superior Art Glass, an art gallery and teaching studio, faced challenges in managing audience segments and implementing best practices. The Marketing Coordinator sought Mayple's guidance.

TPI

Mondiale, specifically TPI, is a dynamic publication house focusing on three magazines dedicated to the live events industry. As the Events Manager and Marketing professional, A. Clarke plays a crucial role in organizing social networks, managing content, implementing email marketing strategies, and running paid ads.

Any Place

In the bustling world of remote work and corporate travel, Anyplace, a provider of flexible-term furnished apartment rentals, seeks to stand out. Their mission is clear: provide quality accommodations equipped with reliable, gigabit-speed internet for remote workers, corporate travelers, and creatives. Email marketing plays a crucial role in building trust and credibility with their audience, helping them convert subscribers into loyal customers.