OptionsSwing is an investment education company teaching investors how to make money through stock options trading and other stock investments. I advise their Director of Marketing, Warwick Gorman, on social media strategies to increase brand awareness and member subscription rates.

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.

Before we stepped in to help, Larissa’s email marketing strategy consisted of sending 1-2 emails a month that did not successfully create leads or gain traction. Though she had around 65,000 email addresses, she was not effectively capitalizing on them.

I helped this brand launch their eCommerce store and set up Klaviyo for them. They are a natural supplement brand and have preworkout and protein power with the right amount of stimulants. The customer profile is someone who is health-conscious and doesn't want anything extra in their body. The biggest challenge we faced was that this was a new brand. Our goal is to get people use to Klaviyo emails and be open to them as this is a consumable product.