Insurance
Case study / 01
Website Overhaul, Lead Capture, Form Automation, Growth Planning
5
New Lead Funnels
01 / Context
Grimaldi Insurance is [ADD: one line, e.g. a family-run agency in X serving Y]. The agency had built its business on relationships and referrals. The website was not helping. It gave visitors little reason to reach out, and no way for the agency to know where a lead came from. I started with an audit of all 18 pages of the existing site. That showed what to keep, what to cut and what was missing.
02 / System
Then I rebuilt it. The new site is organized around what a visitor needs to do: understand the coverage, trust the agency, ask for a quote. I built five lead forms that change their questions based on the answers, so a business owner and a homeowner each get a short, relevant form. Every submission records which channel it came from, so the agency can see what marketing works. With the foundation in place, I designed the next phase: an ongoing growth plan and a plan to put the agency's client data to work. [ADD: one result, e.g. leads per month since launch, or a line from the client.]
T
Real Estate
60%
Reduction in vacancy
A landmark Buffalo factory reopened as 242 apartments, and two thirds sat empty. I delivered a new marketing strategy. Vacancy is now under 3%.
Marketing Strategy, Audience Personas, Content Planning, Community Partnerships
F
EdTech
PreK-2
US school market strategy
An award-winning early math app, loved by parents, wanted to sell into US schools. I built the go-to-market strategy for that move.
Go-to-Market Strategy, US Market Entry, K-12 Sales Strategy
L
DTC Wellness
+44%
Online store sales
A Buffalo chaga brand with a strong product and no growth system. I built one, from strategy through execution, and online sales grew nearly twice as fast as the business overall.
Growth Strategy, Email Marketing, SEO and Content, Social and Influencer, Store Conversion