CASE STUDY: Interim CMO Role

BACKGROUND

I had the pleasure of serving in an interim CMO role January - May 2019 at LEI Home Enhancements, leading both sales and marketing.  What a joy it was to help a wonderful, family-focused and faith-driven company move to the next stage in their business.   LEI has 33+ locations in which they design, build, and install windows and doors for residential consumers – purchasing windows is a highly considered purchase with a high ticket price. 

  1. 3-Year Plan with Marketing Budget and ROI Forecasts

  2. Foundation Around Closed-Loop Tracking from Prospects to Sales

  3. Unique Differentiated Messaging Test Strategy with Various Concepts in an Industry that is a “Sea of Sameness”

  4. Digital Marketing Plan – including branding, community and reputation management, SEO/SEM, social paid advertising, email marketing, website optimization, automation strategies

  5. Fresh Customer Experience to Differentiate LEI

  6. Launch Plan for Salesforce CRM + Pardot Nationwide

  7. Tighter Alignment Between Sales and Marketing – E.g. Process for Connecting Prospects to Sales More Efficiently and New Closing Techniques

THE ACCOMPLISHMENTS
THE TESTIMONIALS
PICK A TIME TO CHAT

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