I worked with Econologics to help them acquire leads for their financial advisory firm to medical practice owners. They had a solid source of organic leads but their marketing team was lost in terms of how to leverage paid media to get new clients. After our initial consult, I formulated a two channel approach on Google and Linkedin to drive their segmented audiences to unique landing pages for webinar signups. After iterating multiple approaches over the course of several months, we were able to create a consistent stream of qualified registrations at a CPA that the team was excited about.

The brand was struggling to improve the ROAS of their online store above 300%, after getting a taste of 800 - 900% during the pandemic, when people being stuck at home all day every day was beneficial to a brand like theirs. The brand was already familiar to consumers who were used to seeing it at stores like Harvey Norman and Kmart, but now could no longer shop at those stores. Another challenge was not being able to offer discounts on their products deeper than the stockist retailer were offering.

The target ROAS was 500 - 600%. The channels they were using were Facebook/Instagram Ads and Google Ads.  Facebook was an area of concern as they did not see consistent returns there, although the channel very well during lockdowns.

We were challenged to 10X scale our monthly revenue while maintaining 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.