
Over the 4 years I led this, we improved the 2 core metrics (engagement and churn) by over 20% each year.
As this was a subscription service with recurring revenue and a free trial, it was very important to create and customize a communication series based on current status of the customer.
I led the development and creation of the CRM program to drive retention and minimize churn.
We leveraged email, push, SMS and custom audiences via social. Key CRM streams included a Welcome series (since there was a free trial) and engagement (to drive app usage).
Over the 4 years I led this, we improved the 2 core metrics (engagement and churn) by over 20% each year.
Web Development,Email Marketing,Marketing Strategy,SMS Marketing
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Wealthsimple is a leading FinTech company in Canada offering customers the ability to invest in various financial instruments such as stocks and crypto coins. I was brought on to manage their paid search while they were aggressively growing in customers acquisition. My goal was to deliver new clients to Wealthsimple at the agreed upon Target cost, while growing spend month over month in line with their overall company growth.

In the realm of healthcare, CareWise Solutions stands as a beacon of support. They provide The Caring Place HUB app in employee benefits packages, offering assistance to caregivers among their staff. This comprehensive app includes educational resources, virtual care providers, vetted wellness and care management apps, access to legal and life planning services, counseling, and a treasure trove of over 200 caregiving resources.

University of Georgia, SNAP-Ed, a vital organization funded by the Georgia Department of Human Services, plays a pivotal role in providing Supplemental Nutrition Assistance Program education (SNAP-Ed) across the state. This case study delves into their collaboration with Mayple, which led to significant improvements in email engagement, content delivery, and overall outreach strategy.