WMG Increases New Business Sales by 270% For Local Marketing Agency
Client Overview
Industry:
Business Services
Revenue:
$1m-$5m
FTE's:
10-25
Challenge
After a decade of steady growth fueled entirely by referrals and word-of-mouth, this boutique marketing agency hit a plateau. Without a defined business development strategy or predictable lead generation system, their revenue fluctuated unpredictably. Forecasting was a challenge, employee turnover began to rise, and the lack of process visibility made it difficult to plan for the future. The owner recognized the need for more structure and scale—but didn’t have the internal resources or playbook to make it happen.
Solution
Wheelock Marketing Group (WMG) stepped in as a strategic partner to help the agency operationalize its business development engine. Working directly with the founder and team, we implemented the foundational systems, tools, and messaging needed to drive qualified leads, improve close rates, and stabilize revenue growth. From positioning and process to outbound marketing and measurement, we brought structure, strategy, and support to enable long-term, scalable growth.
Consulting
Guided the business owner through CAC (Customer Acquisition Cost), LTV (Lifetime Value), and revenue forecasting models to better define success metrics.
Created financial modeling templates and scenario plans for more accurate revenue planning and hiring decisions.
Held monthly strategy and alignment meetings to ensure all stakeholders had clarity and focus.
Websites & SEO
Rebuilt the company website to better align with the Ideal Customer Profile (ICP), emphasizing case studies, core services, and industry positioning.
Enhanced messaging to speak to pain points of high-value clients and incorporated stronger calls to action.
Improved SEO fundamentals and local search rankings through technical and on-page optimizations.
CRM Systems
Implemented a new CRM platform to track inbound and outbound leads, pipeline stages, and close rates.
Developed custom workflows for follow-ups, automated reminders, and reporting dashboards.
Trained the internal team on CRM best practices for opportunity management and data integrity.
Design (Sales Enablement)
Created modern, visually consistent sales collateral including one-pagers, case study templates, and proposal decks.
Standardized formatting and messaging across client-facing documents for improved professionalism.
Built reusable templates to speed up the proposal creation process and improve conversion rates.
Social Media
Rebuilt the social media content calendar to ensure consistent, brand-aligned posting.
Developed content themes around portfolio highlights, client success stories, and agency culture.
Implemented scheduling tools to streamline content delivery and reduce manual posting.
PPC Advertising
Launched paid campaigns focused on remarketing to recent site visitors and outbound prospects.
Built custom landing pages to capture interest and drive action from ad traffic.
Implemented pixel tracking and performance reporting for continuous optimization.
Email Marketing
Built segmented prospect lists based on vertical, geography, and service interest.
Created outbound email sequences with educational content and CTAs for consultations.
Tracked engagement metrics and refined messaging over time through A/B testing.
Consulting
Identified redundant tools and consolidated platforms to reduce waste and improve workflow efficiency; ran weekly meetings to ensure alignment across teams and departments.
Websites & SEO
Redesigned and rebuilt webiste with focus on modern UX/UI design to drive engagement and improve conversion paths.
CRM Systems
Overhauled CRM system to ensure accurate lead tracking, reporting, and follow-up processes, increasing pipeline visibility.
Design
Updated and modernized sales materials, including pitch decks, one-pagers, and service line visuals, to better support frontline conversations.
Social Media
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
PPC Advertising
Rebuilt digital ad campaigns to increase ROAS (return on ad spend) and eliminate underperforming channels.
Email Marketing
Developed new email sequences with compelling, segmented messaging to increase open rates and click-throughs.
Outcome
By combining high-level strategy with hands-on execution, Wheelock Marketing Group (WMG) transformed their marketing operations from dysfunctional to high-performing in under six months—without additional overhead.
