Implement a new CRM system to create an omni-channel platform to talk to prospects and customers with a single voice.

Existing challenges within the account limited their ability to test new prospecting strategies and limited their growth potential. For example, prior to our involvement, the majority of the budget was dedicated toward branded search campaigns, as many competitors were bidding on their branded terms in hopes to capture away TaxJar's most valuable traffic. Unfortunately, this fierce competition resulted in higher-than-expected costs and required much of the focus, energy, and budget.

Even after successfully freeing up budget from the branded search issues, profitably acquiring new business was no easy feat. Tax services are consumed on an as-needed basis. A brand awareness effort would only be effective if the messaging was powerful and the timing was perfect. That is, even if a business owner hears about TaxJar and thinks they should sign up for the services, it’s typically something that is pushed on the back-burner.

More than ever, if would be crucial to meet their potential customers when they are actively in the market for tax services and in the medium in which they would best respond to our messaging.

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Client was managing their own ads and wanted to expand channels and capabilities within existing channels.

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.