Working Planet Marketing Group

BACKGROUND

Introduce your business and what you do there.

I’m the senior director of marketing at Your Money Line. We provide employers with a financial wellness platform offering employees personalized financial guidance, access to certified coaches, and AI-powered tools to help them manage money and plan for the future.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Working Planet Marketing Group to accomplish for Your Money Line?

We needed help managing our paid advertising channels, optimizing our paid strategy, and increasing the volume of paid conversions.

SOLUTION

What was the scope of their involvement?

Working Planet Marketing Group has audited our channel performance and created the most robust tracking and reporting system our company has ever seen. They manage our campaigns daily, track budget pacing, and update us on changes. The team has refined quality through their backend capabilities and increased volume and cost efficiency. Working Planet Marketing Group manages our Google Ads, Microsoft Ads, and LinkedIn Ads. They’ve also done a content lead generation campaign, display, and AI search campaigns.

What is the team composition?

We work with 2–5 teammates from Working Planet Marketing Group.

How did you come to work with Working Planet Marketing Group?

Someone referred Working Planet Marketing Group to me. We chose them because their pricing fit our budget, they were referred to me, and their company values aligned with ours.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Working Planet Marketing Group has increased our volume of conversions and efficiency. They’ve aligned with our business goals and are tracking their success to our success. We’ve seen the highest volume of opportunities from Google Ads in a single quarter in our company’s history. Our opportunities have grown by 66% in two quarters on Google Ads.

How did Working Planet Marketing Group perform from a project management standpoint?

They always deliver on time and are reliable. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

I love their reporting and alignment with our goals. They’re focused on not just quantity but also quality and tracking it all the way down the funnel. Their leadership is very involved and great to work with.

Are there any areas they could improve?

No, I really enjoy our work with them. I did ask for more frequent updates so I can have more visibility between meetings and they happily did so.