• International financial services company
  • Target customer: high net-worth individuals
  • Customer acquisition strategy:  pay-per-click marketing
  • Sales model:  web-based self-serve
   
  • Performed full Site Audit
  • Identified 28 crippling factors; culled to Top 10 with highest projected returns
  • Invented new self-serve planning tool for simplifying product customization
   
  • Sales volume nearly doubled (92% increase)
  • Shortened sales cycle length from 13 days to 2 days
  • Enabled 20% decrease in PPC spending