Oura was an emerging product in the wearable tech space and they were scaling up over the holiday season to compete with the big brands in wearable tech. The company was launching a new brand for the product and the challenge was to launch the new brand while increasing the ROAS.

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.

The tax industry is extremely seasonal between January and April. You are selling a service people generally don't like doing, taxes, that they only want to think about once a year. TaxAct was a top 3 player in the space for online tax filers and I was tasked with optimizing Paid Search and eventually managing all other digital channels to optimize spend. Helping craft budgets, marketing plans, and execution was my duties while employed there.

Plate Crate wanted to scale and take their business to the next level but had not had success previously when trying to scale.