Atlassian, a B2B workplace collaboration software company, was heading towards a cloud-first future where it needed to move its marketing processes from being focused on high-touch single product journeys to now self-serve (user onboards on their own), low-touch (light chat support based on bronze/silver status) and high-touch (gold status, enterprise customers) across many products and apps.

The technology, marketing and sales teams were misaligned, and looked for a partner who could speak marketing + sales + technology, which was the role I played. My responsibility was in leading product managers and program managers to enable strategies in lifecycle marketing (prospects growth, lead acquisition, nurture programming, conversion and retention) and move freemium users through the upgrade path, with the goal of activating low-CAC flywheel marketing.

Client wanted to generate new leads in preparation for end of tax season

They had run a Facebook & Google campaign with very little results and revenue was dropping

Woulvestuff reached out to us because they were trying to find a better way to use their existing chatbot. The store had a chatbot referring customers to the website from Facebook and inviting people to join a mailing list, according to the client, that list is responsible for 40% of the sites income.

the main challenge was that the client wanted to use the same chatbot for the website and Facebook, we had to do something that will provide a reason for new and returned users to engage with the chatbot and give their emails to join the community.