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.

Tech Checks is a check printing service that competes against high profile brands such as QuickBooks, Deluxe, and VistaPrint. Tech Checks needed a firm that can help them promote to their target audience their value and vastly superior processing times. Retaining customers was also a huge challenge, as many of their customers ordered one time from them and never returned to reorder.

Client provides scalp micropigmentation services for men and women as an alternative solution for baldness and hair loss. Client wanted more leads for their website related to phone calls, contact us, chat and sign ups with Google Ads and provide accurate lead reporting for their offices in the US and UK.

The tax industry is extremely seasonal between January and April. You are selling a service people generally don't like doing, taxes, that they only want to think about once a year. TaxAct was a top 3 player in the space for online tax filers and I was tasked with optimizing Paid Search and eventually managing all other digital channels to optimize spend. Helping craft budgets, marketing plans, and execution was my duties while employed there.