The customer had seen a significant drop in customers and sales. We needed to maximize his ROI during the peak season. 

The client needed to build up more leads and paying subscriptions. So we developed a new landing page for them at https://try.isalescrm.io, and then we conducted a multiple channel approach to develop more leads via Google, Facebook, LinkedIn, and other various tactics. The hardest part was the niche the client was in and assets available to conduct a proper marketing campaign were lacking. The hardest part? Well, the niche the client was in had its challenges as assets were limited to conduct a proper marketing campaign with their resources--but that didn’t stop us!

This was a new client that had never run paid ads before on social.

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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