Marketing Strategy & Operations
Strategic Planning & Digital Marketing Strategy Development
Crafted and executed comprehensive marketing strategies, including email marketing, surveys, transactional communications, and internal notifications. Defined target audiences, created unique value propositions, and identified optimal tactics to achieve business goals.
Project Management & Marketing Operations Projects
Led digital marketing and operations projects across 17 programs, collaborating directly with program managers and teams. Self-managed tasks using Monday.com, ensuring seamless workflow execution.
Process Documentation & Auditing
Wrote processes, conducted audits of HubSpot, and optimized the marketing technology stack for efficiency and effectiveness.
Contract Review & Spend Optimization
Reviewed annual contracts to identify cost-saving opportunities and expanded the marketing team's reach.
Program-Specific Marketing Initiatives
Developed and executed marketing campaigns specifically tailored to the unique needs of each of Willdan’s 17 programs, addressing diverse audiences and objectives.
Scalability & Process Automation
Developed scalable marketing solutions that could be replicated across multiple programs, ensuring consistency and efficiency. Identified and automated repetitive tasks within CRM and marketing operations to improve productivity.
32%
Hubspot Contract Cost Reduction
523
WORKFLOW AUTOMATIONS
$4 Million
PROPOSED NOT SOLD CamPAIGN REVENUE
Let's Talk Solutions
Unleash the potential of your business with tailor-made digital marketing and CRM strategies that not only capture but captivate your audience. Dive deep into data-driven solutions that enhance customer interaction and boost your operational efficiency. Let's craft a strategy that not only meets but exceeds your business aspirations.
Elevate Your Brand with Precision
MarTech & Integrations
CRM & CX INTEGRATION
Built a two-way sync between HubSpot and Qualtrics, integrating CRM data with customer feedback to provide a holistic view of the customer journey. This integration allowed customer data from HubSpot to be pushed to Qualtrics, aligning feedback with deal data for more comprehensive analysis.
Dashboard Design & Development
Designed a robust, multi-page dashboard in Qualtrics, featuring sections like Executive Summary, Key NPS Trends, Word Clouds, ESR Questions, Implementation Questions, All Survey Responses, Installation Filter Options, Sales Filter Options, and NPS Benchmarking. The dashboard enabled users to drill down by specific time frames, programs, NPS group, region, contractor, and more.
Integration Management
Built integrations between HubSpot and other customer experience tools like Qualtrics to enhance marketing operations and streamline processes.
Real-Time Reporting Automation
Automated reporting processes in Excel and developed visual dashboards for real-time response data analysis, improving decision-making across teams.
Analytics & Reporting
Data-Driven Insights
Built and maintained robust dashboards in platforms like HubSpot and Qualtrics, executed scripts with VBA in Excel for advanced data analysis, and created custom views of contacts, companies, and deals for enhanced team access and analysis.
Ad Hoc Analysis
Conducted ad hoc analyses to answer specific business questions, providing actionable insights to stakeholders.
Marketing Reporting & Analytics
Designed and built marketing reports to measure performance, inform strategy, and drive decision-making. Conducted A/B testing of digital assets to optimize for higher conversion rates.
Transform Your Marketing
Discover how strategic digital marketing and CRM solutions can transform your customer engagement and operational efficiency. Contact me to explore how we can tailor these strategies to meet your business needs.
Email Marketing & Campaign Execution
Email Design & Development
Designed, developed, and executed personalized email campaigns, focusing on educational content, conversion strategies, retention, surveys, and transactional communications.
Campaign Development
Built and executed comprehensive marketing campaigns, including workflows and landing pages, while utilizing AI to enhance survey design and data collection.
Lifecycle Segmentation
Established targeted strategies based on customer lifecycle segmentation, using HubSpot workflows for automated email delivery and CRM management. Adapted messaging to resonate with various customer segments throughout their lifecycle.
Email & Survey Integration
Embedded survey questions directly in emails, enabling customers to respond within the email and automatically record their answers in Qualtrics. Developed multiple modules in HubSpot for customizing email designs, selecting programs, embedding survey links, and choosing question types.
Sales Enablement & Team Training
SALES ALIGNMENT & ENABLEMENT
Developed lead scoring and nurturing workflows, providing sales reps with the tools, materials, and resources needed to convert leads, close deals, and drive revenue.
TEAM TRAINING
Created software walkthroughs for the marketing and sales teams, using an app to develop guides complete with screenshots, annotations, and descriptions to assist team members in navigating processes and activities effectively.
Stakeholder Engagement
Organized and led workshops for program teams, enhancing their understanding of marketing tools and strategies. Acted as a consultant to program managers, advising on best practices in digital marketing, CRM utilization, and customer experience strategies.
Digital Creative & UX Design
Landing Page Development
Designed and developed optimized landing pages that captured prospect data and positioned offers compellingly. Integrated social media tracking within HubSpot to enhance user experience and conversion rates.
User Experience Design
Created intuitive and engaging user experiences across email campaigns and landing pages, optimizing paths to conversion based on customer behavior insights.