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We had high Direct Response KPI's and did a performed well within a highly competitive industry.
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.
We would utilize the off-season, May - December, diving into past in-season data to analyze insights to help craft a plan in line with goals for the following season. In-season we spent aggressively on the digital channels and optimized through creative and landing page tests. Working with top level executives, we kept marketing in-line with expectations towards season end goals.
We had high Direct Response KPI's and did a performed well within a highly competitive industry.
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For this project I had to help to work with the content marketing team to come up with an offer to advertise on social and acquire an email list.
They created a free guide related to the product we were selling and I helped with creating a advertising strategy, creating the landing page, and integrating it with our email marketing software.
The challenge was that we never promoted an offer and we had zero data or emails to leverage.
This customer was running lead generation campaigns that fed the leads into their custom-built CRM, to be contacted by call centre staff. The call centre reps would then convert the leads into sales over the phone, sometimes over several calls. That data would go into the CRM also, but not connected to the original lead. Leads came in via website forms as well as phone calls, so tracking inbound phone call leads was essential as well. They had a call tracking system built by a previous agency that they needed to migrate away from.
The challenge was to be able to feed sales data back into Google Ads so that the campaigns could be optimized to the actual revenue, as opposed to just the CPL. The call tracking also needed to be migrated to another platform.
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