Rebuilding Marketing for Performance, Alignment & Scale
Clever Investor approached a critical inflection point—strong market presence, but stagnant growth, unclear brand positioning, and siloed operations. I led a full-spectrum marketing transformation grounded in data, brand clarity, and operational accountability.

The Challenge
A high-visibility brand with strong top-of-funnel activity lacked clear KPIs, consistent messaging, and scalable systems. Fragmented content, inconsistent targeting, and missing infrastructure created friction across customer acquisition, retention, and internal execution.

Brand Repositioning
Refocused the identity from personality-led to credibility- and community-driven. Introduced messaging pillars, voice guidelines, and a belief framework to differentiate from low-trust competitors.

Lifecycle Marketing & Automation
Built persona-based content journeys and implemented full-funnel campaign flows across CRM, content, and paid channels. Segmented messaging by lifecycle stage and product readiness.

Sales & Revenue Alignment
Mapped the full revenue cycle and implemented shared KPIs, dashboards, and performance definitions. Built budget models using CAC, LTV, churn, and product margin to guide smarter spend.

Team & Workflow Optimization
Realigned team roles to strengths, improved handoff workflows, and introduced project visibility tools. Set accountability structures for creative and strategic execution.

Business Impact:

• Cohesive brand identity and messaging strategy
• Persona-driven content campaigns across all funnel stages
• Aligned sales and marketing functions with shared KPIs
• Operational efficiency gains in team output and turnaround
• Optimized budget allocation across top-performing offers

Outcome:
This project turned Clever Investor’s fragmented marketing function into a performance-driven engine — capable of scaling intelligently, telling a clearer story, and delivering results with focus. For example, our “Lead Gen Machine” project was a ground-up inbound campaign supported by our investment in content.