Create an internal promotional campaign to educate Bank of America's Mortgage Loan Officers (MLOs) on best practices for selling mortgages to potential home buyers. Internal campaigns had been met with mixed results in the past.

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.

Challenge: underutilized email marketing list

Challenge: lack of social media presence

This brand only sells in their brick and mortar store. With email marketing our team brought in a consistent 20% more revenue and an extra $60k in sales for Black Friday (store typically makes $2.5M yearly) and with social media management we grew their sales 40% month on month.

Client was having issues driving traffic to their website and having users contact them for their services. No way to measure traffic and engagement.