Waterloogreenway - Paving the Way for Scalable Campaigns

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.

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.

Upon starting new management for any new brand, I find that after an audit there are several key changes that need to be made including structure, creative, and targeting. This was the case for SITM. They sell crazy fun socks but they were targeting crew socks, knee high socks etc. Along with restructuring their campaigns,

SyQwest expressed frustration with their position and placement in Google’s search engine results

and felt they had lost touch with their customers. They wished to improve the amount of traffic coming in from organic search engine results for people looking for their products.