by Default CMO

BACKGROUND

Please describe your company and position.

I am the CEO of WendorX

Describe what your company does in a single sentence.

We provide finance service + product that automate small business owners finance work.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire by Default CMO to accomplish?

• Set new goals to increase quarterly revenue
• Comprehensive marketing audit

SOLUTION

How did you find by Default CMO?

Referral

Why did you select by Default CMO over others?

• Pricing fit our budget
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from by Default CMO were assigned to this project?

1 Employee

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

Project Overview: This project aims to conduct a comprehensive marketing audit and establish clear, actionable marketing goals to enhance brand visibility and customer engagement.

Objectives:

• Assess current marketing strategies and their effectiveness.
• Identify strengths, weaknesses, opportunities, and threats (SWOT) in the current marketing approach.
• Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for the upcoming fiscal year.

Key Deliverables:

1. Marketing Audit Report:

Review of existing marketing channels (digital, social media, content, etc.)
Analysis of customer personas and segmentation.
Evaluation of brand positioning and messaging.

2. SWOT Analysis:

Comprehensive analysis to identify internal and external factors affecting marketing performance.

3. Goal Setting Workshop:

Facilitation of a workshop with key stakeholders to establish SMART goals based on audit findings.

4. Action Plan:

Development of a strategic action plan outlining initiatives to achieve set goals, including timelines and responsible parties.

RESULTS & FEEDBACK

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

1. Marketing Audit Findings
Website: High bounce rate (60%), low conversion rate (2%).
Social Media: Limited engagement on LinkedIn (200 followers).
Content: Inconsistent blog posts, low SEO performance.
2. SWOT Analysis
Strengths: Innovative solutions, strong customer service.
Weaknesses: Low brand awareness, inconsistent messaging.
Opportunities: Growing digital payment adoption, potential partnerships.
Threats: Increasing competition, regulatory changes.
3. SMART Goals
Website Conversion Rate: Increase from 2% to 5% in 6 months.
Social Media Engagement: Reach 1,000 LinkedIn followers in 4 months.
Organic Traffic: Boost blog traffic by 50% in 6 months.
4. Action Plan
Website Optimization: Redesign and A/B test landing pages.
Content Strategy: Develop a content calendar and post weekly.
Partnership Outreach: Identify and engage potential e-commerce partners.
5. Success Metrics
Projected Outcomes: 200 new customers from increased conversions, higher brand visibility, and improved lead generation.

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

They were very responsive, delivered results well on time, and were always present when needed. Their service was far more than that of completing this project. They kept in contact for the next 3 months to know if everything was going well.

What was your primary form of communication with by Default CMO?

• Virtual Meeting
• Email or Messaging App

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

The quality of work and after-service were worth the money spent. They offer a unique marketing audit service that really goes into the depth of what's working and what's not working.

Are there any areas for improvement or something by Default CMO could have done differently?

Offer more time as they are always working on multiple projects at the same time.