From Zero to Multi-Channel Growth, Paid Ads, Email, & Social for a B2B Tax & Financial Firm
When I joined, this tax and financial services firm had no paid advertising in place, no email marketing system, and minimal social media presence. Their lead flow relied heavily on word-of-mouth and referrals, limiting growth potential.
Role:
Marketing Manager
Period:
May 2024-June 2025
Industry:
Tax & Financial Services
Challenges I Faced:
No structured paid ad campaigns running on any channel
No email database strategy, segmentation, or automation
Low brand awareness & minimal audience engagement on social platforms
Landing pages not designed for conversions
No tracking to measure marketing performance
My Approach
Paid Media:
Built Google Search and Meta Ads campaigns from scratch, starting with audience research and keyword intent mapping
Designed campaign architecture with tightly themed ad groups, high-relevance copy, and tailored creative assets
Landing Pages & CRO:
Created high-converting landing pages with strong value propositions, proof elements, and simplified forms
Implemented split testing to continually improve CTR and CVR
Email Marketing:
Developed the company’s first email marketing program, including welcome sequences, promotional campaigns, and segmented newsletters
Created automated follow-up workflows for leads from ads, events, and the website
Launched targeted seasonal/service campaigns to boost response rates
Social Media:
Developed and executed a content calendar for LinkedIn, Facebook, and Instagram
Leveraged industry-specific topics, educational content, and engagement prompts to grow reach and interaction
Tracking & Reporting:
Implemented full-funnel conversion tracking in Google Analytics and ad platforms
Built reporting dashboards to share campaign and channel performance
The Results:
$500k
Revenue Generated
10%
Increased Conversion Rates
450+
Qualified Leads
2000%
Social Engagement
Some Samples Of My Work:
Quick Links
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