Operational Case Studies & Experience
Proven experience leading operations across agencies, startups, and client teams—built for scale, grounded in systems, and focused on results.
Case Study: Building Scalable Marketing Ops for an Investment Fund Manager
Challenge:
When I joined this investment firm, they had a website—and not much else. No systems, no team, and no scalable marketing infrastructure. They needed more than just capital acquisition—they needed operational clarity and sustainable growth.
My Role:
I stepped in to build their marketing operations from the ground up, ensuring systems were designed not just to perform, but to scale.
What I Delivered Over 18 Months:
Automation & Efficiency: Implemented Zapier workflows to connect tools across the marketing stack, reducing manual tasks and error-prone processes.
Team Infrastructure: Built and managed a cross-functional team of 10+ contractors and vendors, each able to execute independently across digital, content, and media.
Data Visibility: Created custom Looker dashboards pulling from multiple data sources, enabling the leadership team to make informed, real-time marketing decisions.
Conversion Optimization: Increased the website conversion rate from 2% to 4% through continuous A/B testing and UX improvements.
Content Engine: Launched a high-production video podcast with documented workflows for editing, publishing, guest outreach, and gifting. Within 7 months, the podcast ranked in the top 10% globally and became a consistent content machine.
Results:
$25M+ in new investor capital generated in the first year alone, driven by a lean but highly systematized marketing engine.
Case Study: Real-Time Visibility for a 3 Million-Visitor Website
Challenge:
At a B2B SaaS company, the website brought in 3 million+ organic visits a year. Yet data lived in separate tools, and marketing and SEO teams worked in silos. Technical hiccups could go unnoticed, content priorities got blurred, and hard-won traffic was always at risk.
What I Did:
Real-time visibility: Built custom Looker dashboards integrating multiple data sources to monitor website health in real time, enabling the team to catch and fix technical or indexing issues before they impacted traffic.
Unified content workflows: Designed a shared process that put marketing and SEO on the same page, so every new article or page was planned, produced, and measured against clear growth goals.
Results:
Proactive issue detection protected and lifted organic traffic, while the unified content approach turned that traffic into a steadier stream of qualified leads.