Calian is a large B2B/B2G professional services company, publicly traded on the Toronto Stock Exchange. When I started with Calian in early 2019, they had a Drupal 7 website that had been somewhat neglected and had technical issues, and the design and content were overall unimpressive, and not representative of a strong brand with an umbrella of highly specialized solutions. They were also lacking a social media strategy, appropriate analytics tracking, marketing automation and a modern CRM solution.

As a boutique portfolio management firm, it was important for TWM Group to look the part. They needed a website redesign (soon live, the landing page can be seen at https://wealthmanagement.twmgroup.ca/), savvy copywriting and proper advertising campaigns.

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The previous marketing agency was developing a ton of pages and providing blog assets, but after four years, they just couldn't deliver in developing actionable leads. So when taking over the customer, we had to rebuild the customer website, build out an email campaign and work on programs that make the phones ring.