themarketer1

BACKGROUND

Introduce your business and what you do there.

I’m the Former CEO of JG Wealth Solutions, an insurance company. We provide life insurance, mortgage protection, and retirement planning services, helping individuals and families build financial security and protect their loved ones through tailored strategies like IUL policies and annuities.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with themarketer1?

We needed help increasing qualified leads and online visibility for our insurance and financial planning services. The main objectives were to generate consistent B2B and B2C leads, improve the performance of our Google and Meta Ads campaigns, strengthen our digital presence, and build a reliable lead-generation and follow-up process that could convert prospects into clients.

SOLUTION

What was the scope of their involvement?

themarketer1 handles digital marketing and lead generation for us, focusing on increasing online visibility, attracting qualified prospects, and improving the overall customer acquisition process. The team has been responsible for our Google Ads and Meta Ads campaign strategy, setup, and optimization; B2B and B2C lead generation campaigns; audience targeting and keyword research; ad copy and creative strategy; landing page and conversion-funnel recommendations; lead tracking and conversion optimization; retargeting and remarketing campaigns; CRM and lead follow-up process optimization; and performance monitoring, reporting, and ongoing campaign optimization.

What is the team composition?

We’ve worked with 2–5 teammates from themarketer1.

How did you come to work with themarketer1?

We found themarketer1 through an online search and chose them because of their high ratings.

How much have you invested with themarketer1?

We’ve spent around $10,000–$50,000.

What is the status of this engagement?

We started working together in February 2025, and the engagement ended in July 2026.

RESULTS & FEEDBACK

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

themarketer1 has helped us improve our digital visibility and establish a more consistent lead-generation process. Key outcomes include increased qualified inquiries, improved engagement from targeted audiences, better campaign performance through ongoing optimization, and a more structured process for tracking and following up with leads. The work has also provided clearer visibility into which advertising channels, audiences, and messaging are generating the strongest opportunities, allowing us to make more data-driven marketing decisions and improve the overall customer acquisition process.Specifically, the project has resulted in approximately a 30%–40% increase in qualified inquiries, while ongoing campaign optimization has helped improve lead quality and overall advertising efficiency. We’ve also seen stronger engagement from targeted audiences and a more consistent flow of leads compared with the initial campaign period.For KPIs, we track cost per lead (CPL), number of qualified leads, lead-to-client conversion rate, click-through rate (CTR), conversion rate, cost per acquisition (CPA), and overall advertising spend versus lead volume. We also monitor lead quality and follow-up outcomes to ensure we’re not simply generating more leads but attracting prospects with genuine potential to become clients.

How did themarketer1 perform from a project management standpoint?

themarketer1’s project management is professional, organized, and responsive. They maintain clear communication throughout the project, keep tasks and priorities well coordinated, and are proactive with campaign updates and optimization. Deliverables are completed on time and according to the agreed scope, with any necessary adjustments handled promptly.

What did you find most impressive about themarketer1?

What we’re most impressed about is themarketer1’s ability to combine strategic thinking with practical execution. They don’t focus solely on generating leads — they look at the entire customer acquisition process, from audience targeting and advertising to lead quality, follow-up, and conversion. Their responsiveness, data-driven approach, and willingness to continuously optimize campaigns make the partnership particularly valuable.

Are there any areas they could improve?

Overall, we’re very satisfied with themarketer1’s work. One area they could improve is providing even more frequent performance updates and deeper reporting during certain stages of the project. This would provide additional visibility into campaign progress and optimization decisions. However, communication is strong, and any feedback or adjustments we request are handled promptly.