D.I.G.S. Marketing

BACKGROUND

Please describe your company and position.

I am the Senior Growth Marketing Manager of Vanilla

Describe what your company does in a single sentence.

Vanilla is the patented, AI-powered estate planning platform for financial advisors built by 180+ years of trust and estates expertise to help every advisor deliver institutional-quality estate planning to every client, across the full wealth spectrum.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire D.I.G.S. Marketing to accomplish?

• Build predictable pipeline from paid channels (Google + LinkedIn)
• Increase lead volume and improve conversion rates across the funnel (MQL → SQL → Closed Won)
• Implement attribution and reporting via HubSpot to understand what’s actually driving revenue

SOLUTION

How did you find D.I.G.S. Marketing?

Referral

Why did you select D.I.G.S. Marketing over others?

• Referred to me
• Extreme ownership

How many teammates from D.I.G.S. Marketing were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Google Ads + LinkedIn Ads

• Campaign management
• SEM optimizations (keywords, bids, conversions, etc.) 
• Paid social optimizations (ad creatives, budget management, audiences, etc.) 
• Competitve monitoring 
• Conversion tracking implementations
• Strategic recommendations 

Performance reporting and workflows

• Regular performance reports for both channels
• Building and maintaining reports and dashboards, including underlying data

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved lead quality and conversion rates across the funnel, resulting in increased demo volume and more efficient cost per opportunity. Paid channels became a consistent and measurable driver of pipeline.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Brian and the DIGS team demonstrate high responsiveness, extreme ownership, and deeply care about the value they provide to their clients. SLA and communication is consistently within the same day, if not immediately. Exceeding expectations is the norm for the DIGS team. 

What was your primary form of communication with D.I.G.S. Marketing?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed with their deep expertise and extreme ownership. Combined this becomes a performance machine. 

Are there any areas for improvement or something D.I.G.S. Marketing could have done differently?

No. They've gone above and beyond and the results show. 

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of Onshore

Describe what your company does in a single sentence.

Onshore is changing how companies unlock tax incentives using AI and human expertise. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire D.I.G.S. Marketing to accomplish?

• The goal was to build and launch our paid acquisition channels on LinkedIn and Google from the ground up, creating a foundation we could scale from.

SOLUTION

How did you find D.I.G.S. Marketing?

Referral

Why did you select D.I.G.S. Marketing over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from D.I.G.S. Marketing were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We engaged D.I.G.S to build and launch our paid acquisition program across Google Ads and LinkedIn from the ground up.

Google Ads

Campaign architecture with tight keyword groupings organized by theme, dedicated landing pages aligned to each campaign theme, competitor-targeted campaigns tailored to individual competitors, search term reviews,  and a phased media plan that scaled budget and keyword focus over time.

LinkedIn

Audience definition and targeting recommendations, campaign setup and launch, ongoing optimization of content and creative assets, and a phased media plan that scaled budget and keyword focus over time.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

While the program is still in its early stages, both channels are live and generating results. To date, the engagement has produced qualified pipeline and meaningful insights into our target audiences that will inform ongoing optimization across both Google and LinkedIn.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

D.I.G.S has been excellent and a true pleasure to work with from the beginning of the project and throughout. 

Deliverables are consistently completed on time and weekly updates are thorough and well-prepared. 

They anticipate our needs proactively, often addressing questions and potential issues before we need to raise them. This makes for a smooth and efficient working relationship with minimal back and forth. 

I would confidently recommend them.

What was your primary form of communication with D.I.G.S. Marketing?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Two things stand out. First, their communication style is genuinely proactive. They don't wait to be asked. They anticipate what you need and address it before it becomes a question, which is rare and makes the day-to-day working relationship remarkably smooth.

Second, they bring both strategic thinking and executional detail in equal measure. It's easy to find agencies that are strong at one or the other. D.I.G.S does both, which is what it takes to actually build something that performs.

Are there any areas for improvement or something D.I.G.S. Marketing could have done differently?

Nothing significant comes to mind. As with any new engagement, there is always a learning curve in the early stages, but D.I.G.S adapted quickly and any minor adjustments were handled without issue. At this point in the relationship we have no meaningful criticism to offer.

BACKGROUND

Introduce your business and what you do there.

I'm the head of marketing at Flex, a company operating at the intersection of fintech and health & wellness. We help leading brands enable HSA/FSA payments and modernize the checkout experience.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with D.I.G.S. Marketing?

We brought on D.I.G.S. Marketing to help with B2B pipeline generation, specifically focusing on driving more inbound leads from midsize and enterprise brands.

SOLUTION

What was the scope of their involvement?

D.I.G.S. Marketing manages our paid search and LinkedIn ads, as well as HubSpot optimization. The deliverables have been ABM visibility and pipeline generation. The team handles campaign strategy and execution, management, and optimization. They also support copy creation, testing of creative assets, and audience targeting.

What is the team composition?

We've worked with 2–5 teammates from D.I.G.S. Marketing.

How did you come to work with D.I.G.S. Marketing?

We found them through a referral. We chose them over other options because they had high ratings, their pricing fit our budget, and they offered good value for the cost.

What is the status of this engagement?

We started working together in August 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We've seen a measurable increase in inbound leads and marketing-led pipeline attribution. We've also seen an increase in qualified demos, deals opened, pipeline revenue, and ABM touches.

How did D.I.G.S. Marketing perform from a project management standpoint?

We primarily communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

D.I.G.S. Marketing has been great to work with — they're super responsive, quick, and result-driven. The team is quick to optimize and innovate and stay nimble with our ever-changing priorities. As a smaller agency team, they feel like an extension of our own marketing team.

Are there any areas they could improve?

There were some communication gaps that they've addressed by adding more full-time employees.