The Canadian tax industry is very competitive. TurboTax and H&R Block are the giants in the space. SimpleTax came along with any innovatively easy product and fun product that challenged the status quo. The brought fun to a stale space. My job was to efficiently bring in new customers to simpletax.ca through primarily paid search, and assisted with paid social activities. It was very important the message was 'on brand' which had a more 'fun' approach than the competitors. We also had tight CPA requirements as the payment model was a 'pay what you want' or donation model.

Summergrove Halls are a hotel and restaurant based in Cumbria. They had used various other channels in the past to try and drive growth of both room and restaurant bookings but found all were unsuccessful. Summergrove Halls' challenge was their location, whilst adjacent to the Lake District was too far to be a viable selling point and the hotel was functional rather than boutique or luxury. They had a niche audience of walkers, people working on nearby projects and people visiting the nearby hospital.

The RootsTech conference is the largest genealogy conference in the world. For the first 10 years, the conference was held in Salt Lake City, UT as an in-person conference with only 40k attendees. When the pandemic hit, the challenge was how to take an in-person conference, make it virtual and expand the global footprint of the business.

Dona Jo was 2 years into business struggling with cashflows and needed to generate income online. The business had grown to $300k in yearly revenue using influencer marketing but that revenue stream was quickly fading. The business was is need of a paid marketing plan.