This client has basic flows in place with decent KPI stats and ROI. We're in the process of improving these metrics via A/B testing.

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 client is a food card and food manager course and testing provider. They help restaurant employees and managers gain the proper credentials they need to follow state and city guidelines. They offer both online and in-person classes and testing.

We faced several challenges.

• They target restaurant employees and we were in the middle of a pandemic
• The user experience of the website was not optimal
• We were unable to track adds to cart, abandoned carts or anyone who started the purchase without completing it.

Our goals were to increase the number of sales and raise revenue while decreasing their CPA and CPC.

GetAgent is a UK-based real estate agent comparison website that uses data to showcase the best performing real estate agents in every local area. They generate revenue by charging for introduced home sellers to the estate agents.

We were driving a lot of traffic to our pages but only a low double digit percentage of traffic were converting into leads. Given our acquisition strategy of pursuing a target audience in high intent channels, we knew we could perform better.