dIGITAL sTRATEGY + Market Development
Rainplan
In addition to developing and launching a complex startup concept to a Nationwide market, siloed departments & small army of consultants created unique challenges for this stormwater management initiative.
By defining and grounding their market development strategy, they were able to focus on the true challenges of intuitive UX/UI, raising capital, catalyzing network effects, and achieving critical mass.
Click to View Project Brief
Category: Environmental, Social, and Governance (ESG); Digital Platform; Information Technology; Social Impact
Key Deliverables:
- Rolled out WordPress as an alternative to Bubble.io for Content Marketing
- Created a Market Development Index for launching in different MSA based on local resources & constraints
- Developed messaging by implementing A/B Campaigns for”Growth Hacking”/Conversion Rate Optimization
- Refined Audience Targeting & defined User Personas
Technology Used:
- Google Ads (Keyword Tools & Ad Manager)
- Meta Ads Manager (Facebook Business)
- Microsoft Advertising (Bing – Budget: $2,880/month)
- WordPress CMS with Divi Theme
- Bubble (Low Code Development Software)
- Miro (Visual Mapping Platform)
Key Priorities:
- Increase User Traffic
- Improve Quality of Traffic
- Optimize User Searches
- Boost Opt-ins
- Enhance Onboarding Completions
- Parse out campaign ownership and responsibilities between Marketing and Product departments
Achievements:
- Successfully transitioned digital marketing from Bubble low-code environment to WordPress platform
- Integrated analytics to capture conversions from awareness through to onboarding.
- Developed a framework (Market Development Index) based on incentives, lead generation, market interest, funding availability, and other factors.
Bottomline Impact:
- User Sign-Ups: Increased by 531% Month-over-Month (MoM)
- Conversion Rate: Improved by 56% MoM
- User Engagement: Grew by 1119% MoM
E-COMMERCE market validation/DUe Diligence
“Dash Market” (Company Confidential)
Subcontracted to validate a direct-to-consumer eCommerce model for an $8 billion food redistribution company; their current clients included Restaurants, Grocery Chains, and Prepared Foods Companies. They were interested in seeing if there was a way to leverage their existing supply chain assets to diversify and offer a direct-to-consumer eCommerce platform for bulk purchasing.
Click to View Project Brief
Category: Grocery/Food Distribution, B2B eCommerce, eCommerce Market Entry (CPG)
Key Deliverables
- Tested & scaled landing pages into a full-fledged eCommerce platform in 4 weeks.
- Organized a 6-week pilot, leveraging Agile methodology, to validate a technology strategy with a budget of $15,000 for site development and campaign management, and $6,200 in ad spend.
- Executed multiplatform digital advertising campaigns and managed them effectively.
- Developed & operationalized a data-validated innovation strategy.
- Maintained product and user analytics to identify trends and to iterate upon hypotheses in weekly campaign sprints
Timeline:
- Weeks 1-4: Assemble project requirements and product data, test messaging.
- Weeks 5-10: Refine user experience using Agile sprints.
- Weeks 11-12: Finalize project results and strategy presentation.
Technology Used:
- Shopify
- Airtable
- Meta Advertising
- Google Ads, Analytics & Data Studio
- Microsoft Advertising
- Google Suite (Sheets, Slides, Pages)
- Proprietary Databases
Key Priorities:
- Define barriers to entry into CPG market from wholesale distribution
- Understand technological constraints and transition sticking points.
- Gauge audience interest in potential value propositions.
Bottomline Impact:
- Identified bottlenecks in proposed innovation strategy and demonstrated pathways to profitability.
- Guided technology investments at a minor level to mitigate risks upon scaling up investment.
- Exposed significant bottlenecks & provided foundational insight for two strategic acquisitions.
project management + Sales Enablement
Bizhappy.io
Bizhappy, an IT startup, struggled with extended development timelines, Feature Creep, and a lack of coherent marketing and consistent sales strategy. These challenges were amplified when their CMO abruptly resigned.
Our role was mostly educating the client on best practices (what they should have done) and laying foundational groundwork, that was ultimately too little, too late.
Click to View Project Brief
Category: App Development, Tech Startup, B2B Sales Platform, UX Analysis, Content Strategy, and Data Science
Project Summary: Focused on transforming Bizhappy’s approach from a disorganized creative playground to a strategically driven project with a coherent approach to sales enablement. Despite efforts in process optimization, content strategy, and market analysis, the project faced delays. Any traction was ultimately overshadowed by the strength of market incumbents (Yelp, FourSquare), leading to a pivot and eventual funding shortfall.
Strategic Implications/Benefits: Highlighted the importance of timely market entry, strategic planning, and the dangers of feature creep and unfocused creative efforts in startup environments. The project underscored the need for clear executive vision and market-driven strategies in technology startups.
Technologies:
- Camtasia (Video Recording software)
- HubSpot (Integrated Digital Marketing Platform)
- MailChimp (Foundational Email Marketing Platform)
- Adobe Photoshop (Graphic Design)
- Microsoft Excel (Data Analysis & Visualization)
Problem Statement:
- Overdue technical development
- Feature Creep due to executive team’s technical unawareness
- Excessive, unproductive meetings
- Changing technical specs and creative direction
- Lack of marketing/sales strategy and pricing
- Market redundancy and lack of unique value proposition
- Unfocused creative spending
Solution Overview:
- Educated executives on best practices around sales enablement for technology products
- Implemented AGILE methodology to coordinate remote workers
- Established “SCRUM-lite” for accountability
- Defined pricing through market participant interviews
- Developed onboarding videos, promotional content, and tutorials
- Organized user testing and conducted UX copywriting
Key Deliverables:
- Executive Training on DevOps & Sales Enablement
- Data-based Market Development timeline
- AGILE process redesign
- Client profiling and pricing strategy
- Multimedia content creation
- UX copywriting and email campaigns
Achievements and Impact:
- Developed a comprehensive strategy for application launch
- Created effective marketing and UX content
- Formulated a data-based market development timeline, targeting top US MSAs
CRM Strategy + SEO
PowerSync
This SaaS + System Integration consulting company faced challenges with low conversion rates, ineffective SEO, and their email marketing was missing the mark, leaving thousands of potential deals with well-qualified prospects on the table.
Click to View Project Brief
Category: Technology Consulting; SaaS; System Integration; Information Technology Entrepreneurship
Problem Statement: Faced critical challenges with low conversion rates and ineffective SEO/content marketing, hindering their ability to convert freemium leads into paying customers.
Solution Overview: Took a comprehensive approach to enhance online sales capabilities and streamline internal processes. Strategic changes began at content optimization but eventually evolved into addressing product offerings, sales enablement materials, data management protocols, user experience issues and the creation of a data-based content marketing strategy.
Key Deliverables
- Comprehensive, actionable analysis of proprietary information
- Defined personas (Advanced audience targeting)
- Overhauled sales enablement materials & digital collateral
- Data-driven (efffective!) social media strategy & content promotion strategy
- Developed of an internal Wiki (Confluence)
- Transitioned creative production to visual project management platform (Monday.com)
- Segmented customers and created more personalized “nurture” marketing campaigns
- Technical rework of all SEO content, on-page (website) experience, and navigational architecture
Technology Used:
- Confluence
- ActiveCampaign
- Google Data Studio
- Google Analytics
- Google Adwords
- SEMRush
- Ahrefs.com
- Trello
- Monday.com
Achievements and Impact:
- Dramatically improved Lead Quality (40% opportunity conversion)
- Increased search impression share (+107.2%)
- Reduced Adspend (-9.64%)
- Improved Click-Through Rate (CTR) (+15.8%)
- Grew Monthly Recurring Revenue (MRR) 500% in 16 months
Digital Transformation & ERP Adoption
Unisan Products
Challenges with customized B2B pricing combined with a vast product range (8,000+ SKUs) created a bottleneck for sales people who were busy taking orders instead of activating new opportunities. We were tasked with streamlining their inventory, digital merchandising, rolling out a digital product platform, and supporting the client transition to automated re-ordering.
Click to View Project Brief
- Category: Digital Transformation, E-Commerce, Data Mining
- Problem Statement: Streamlining product offerings for an effective e-commerce transition.
- Solution Overview: Refined product catalog for optimized online presence and coordinated the transition to a new ERP system.
- Key Deliverables: E-commerce Platform Optimization, ERP System Transition (Epicor Prophet21), Companywide Training and Orientation.
- Technology Used: Epicor Prophet21 ERP System
- Achievements and Impact: Generated $2.3M in online revenue, accounting for 19% of annual earnings; successfully implemented a new service culture.
- Project Summary: Conducted systematic product refinement and led the implementation of a new ERP system, aligning with digital transformation goals.
- Strategic Implications/Benefits: Enhanced online sales capabilities and streamlined internal processes.
Community & Platform Development
Ojai Hub
Over 200 business owners were challenged to revitalize a local economy heavily reliant on tourism, which was significantly affected by a natural disaster. By collaborating with local stakeholders & media companies we were able to launch a community-owned platform with a 41% participation rate, creating 30% increased sales across the board and an improved sense of local cohesion, pride, & morale.
Expand to View Project Brief
- Problem Statement: Redefining a tourism-dependent economy after a devastating wildfire.
- Solution Overview: Created a digital community platform to connect local businesses, promote events, and showcase community projects, fostering local pride and support.
- Key Deliverables: Website Design, Multimedia Content, User Experience Testing, Social Media Management, Event Calendar, Email Marketing, Business Development, Public Relations.
- Technology Used: Web-based Community Interface
- Achievements and Impact: Significant participation increase in local events, +30% year-over-year increase in restaurant gross receipts, 41% community participation in 90 days.
- Project Summary: Collaborated with local stakeholders to develop and promote a community-focused digital platform.
- Strategic Implications/Benefits: Centralized community activism and support for local artisans and institutions.
eCommerce Product Strategy
Brobe International
Nearly 95% of revenue for this adaptive clothing startup came from their flagship product, which made potential investors weary of the market risk. Additionally, there was very little “stickiness” to this product as it was essentially a one-time purchase.
Click to View Project Brief
- Solution Overview: Created a supportive culture around gifting with the “Heal Comfortable, Feel Beautiful” campaign, leading to increased sales through Gift Bundles.
- Key Deliverables: Market Research Focus Groups, Video Interviews Series (BrobeTV), Website Rebranding, Media Calendar, Product Development Focus Groups.
- Key Achievements and Impact: Launched 6 new products, improved Website Sales (+19.0% QoQ), increased Average Order Value (+20.3%), increased Returning Visitor Rate (+65.5%), increased Customer Lifetime Value (+8.2%).
- Project Summary: Targeted specialized retailers for market expansion, notably entering Lori’s Gifts. Rebranded the website and created an upscale presence.
- Strategic Implications/Benefits: Established a strong brand presence in the niche market and diversified the product range.
- Available Artifacts: 30-page Recovery Booklet, Interviews, SXSW Campaign Article, Multimedia Survivor Interviews, Focus Group Booklet, Product Screenshots
Sales Process Scale-Up
The Academy
Positioned at the apex of an economic crisis, one technology training provider saw an opportunity. Together, we orchestrated a dramatic scale up, assisting in the development of new curricuum, and leveraging local government grants and executing a revenue model to stand the test of time.
Click to View Project Brief
- Problem Statement: Broward County faced high unemployment rates following the financial crisis. TASF needed to integrate their curriculum with the Workforce Investment program to support displaced workers. Additionally, they faced challenges in filling advanced technology course classes and lacked an effective digital presence for marketing and recruitment.
- Solution Overview: We spearheaded a campaign for a training RFP, then organized a comprehensive 70-page response for the Workforce Board, leading to new program approvals and grant eligibility. Thereafter, we organized the community through in-person meetings and onsite presentations. We hosted informational sessions, established a new learning resource facility and created an internship program to give newly certified professionals the opportunity to attain marketable experience.
- Key Achievements and Impact:
- Tripled standard enrollment at the Fort Lauderdale campus through community development
- Secured $750,000 in Workforce Grants to retrain and certify displace IT workers.
- Facilitated high employment rates among grant recipients, impacting the regional employment crisis.
- Established TASF as a leading certification provider in South Florida.
- Created practical internship opportunities through local company partnerships.
Strategic Implications/Benefits:
- Enhanced TASF’s role in addressing the employment and education crisis in the region.
- Fostered relationships with workforce centers and local businesses, strengthening community ties.
- Improved TASF’s market position and expanded its capacity to offer advanced courses.
- Provided a sustainable model for educational institutions in similar situations.
Project Summary:
This project represented a strategic pivot for TASF, addressing both economic challenges and educational needs in Broward County. Through thoughtful planning, stakeholder engagement, and innovative solutions, TASF not only enhanced its operational capabilities but also made a significant impact on the community, setting a precedent for educational institutions in crisis management and growth strategy.
eCommerce Rollout
Beautyko
Struggled with ineffective eCommerce operations, poor inventory management, and needed to establish a strong online market presence for a diverse product range
Click to View Project Brief
- Revitalized eCommerce operations, leading to a 754% increase in revenue ($3.617m from $480,000) on Amazon.
- Managed product research, procurement, merchandising, and warehouse operations, significantly improving operational efficiency.
- Expanded digital presence internationally, establishing successful partnerships with online retailers and daily deals platforms like Groupon.
- Implemented a complete overhaul of eCommerce processes, establishing a Master Inventory Database and optimizing product information.
- Outsourced shipping logistics and developed SOPs for fulfillment and new product intake, enhancing team focus on technical aspects of eCommerce.
- Successfully negotiated with major vendors for wholesale contracts and opened new channels in AmazonUK & Amazon China, boosting international sales.
Product Line Digitization
Avi Sivan
Struggled with non-existent eCommerce operations, poor inventory management, and needed to establish a strong online market presence for a diverse product range. Relied exclusively on Groupon to sell products.
Click to View Project Brief
-
Industry: Direct Response Marketing, e-Commerce, Retail, Health & Beauty
Key Tools: Groupon, YouTube, OpenCart CMS, Amazon Vendor Central, Amazon Seller CentralProblem Statement: Legacy Direct Marketing mogul and inventor needed to originate an end-to-end eCommerce operation from scratch, only having video assets and physical products on hand.
Solution: The focus was on utilizing existing video content to create product data and establish online marketing channels. A new inventory tracking system was developed from scratch.
Outcomes: Significant restructuring led to a 400% increase in sales within 90 days, improved customer satisfaction, and a rise in international sales.