Fractional CMO for SaaS & Tech | HubSpot Specialist
HI, I'M KASEY. Passionate about marketing, tech, and helping businesses grow, I'm an experienced marketing leader and consultant. With over a decade of marketing experience, I've spent time building marketing and sales channels at FreshBooks, Olark Live Chat, and other companies across Canada and the US, focusing on building the best possible customer experience. When not at the office, I'm most often training for my next half marathon in gorgeous Vancouver, outside with a good book, or off to the airport for my next travel adventure.
Managed a team of marketing strategists, content specialists, community and social media experts, providing top-quality services and results to clients. Developed mentorship and training to help the team grow.
Growth marketing is what I DO! I've increased qualified leads by over 75%. Created new content strategies, paid ad campaigns, press, community, and co-marketing that has grown inbound leads. I'll show you how to measure your growth campaigns so you know what's working, and what's not. No matter your budget, I've got experience and advice to share.
Implemented systems for automating marketing processes, customer onboarding, and centralized marketing communications, with testing and optimization. I specialize in Hubspot, but happy to share advice no matter your system. From marketing, to sales and customer support, I've set up systems to make your teams more efficient, with the reporting to help you run your business.
Working with brand new companies and products, I've helped build Product-Market Fit, Go To Market plans, and overall Product Marketing. Measuring engagement and results with tools like Mixpanel and Google Analytics, I bring customer stories, data, and content together to build product marketing teams.
I've worked remote for over 6 years now - from managing during the pandemic, to building a team culture across time zones - I'm here to share my tips and advice to help your team be successful in this world of remote work.
I can nerd out on Google Analytics any day! If you're on Classic or GA4, I'm here to help you use this data to better understand your customers and prospects, and make sure the data you need is being tracked and understood.
I LOVE HUBSPOT!! I've helped numerous organizations (from brand new startups to large enterprise ecommerce companies) set up, optimize, and run their marketing automation, sales, and customer success through HubSpot. Whether you're looking to implement a new system, optimize what you have, add new integrations, or just nerd out on Hubspot - get in touch!
I've used Mailchimp throughout my career - building email marketing workflows, landing pages, and pulling data to help with analytics. Whether you're looking for a one-time campaign or a longer term strategy, I can help you build and success with Mailchimp.
Mixpanel is SO powerful for SaaS companies - and there's a free version too! It doesn't get better than that! Let's talk about how we can use what your users are doing in your app, test new features, and use data to make more informed business decisions.
If you're building a sales team, you know Salesforce. I've used SF both in my own time in sales, and in leading sales and growth teams. If you're connecting to your marketing system, or using Salesforce as the hub of your business, I'm happy to help.
"Zapier makes you happier" - it's not just their slogan, but it's definitely true! I've used Zapier to connect systems like HubSpot, Mailchimp, Google Docs, Zoho, and more! Do you have a custom workflow in mind but can't seem to fit things together? Let's talk, and see how Zapier can help.
SaaS is my speciality! From FreshBooks and Olark Live Chat, to Pocketed Grants and PATH by Simplex - I've helped build and launch SaaS products, increase revenue, decrease churn, personalize content based on what customers do in the product. This is my jam, and I'd love to help your company grow.
B2B is my specialty! I've worked with startups, scaleups, and larger companies. In selling and marketing B2B, I get to solve interesting problems and help people do their jobs.
From Shopify startup stores, to giant ecommerce companies, I've helped companies in the ecommerce space set up marketing automation, increase average sale value, and set up email campaigns to keep customers coming back.
I've helped agencies target their ideal customer, and figure out how to ensure they're making money on the customer projects they take on. Having been CMO at Redstamp Agency, and running an agency of my own, I know how to attract the right kind of customers, product amazing work with a great team, and not burn out while doing it.
Bringing together the best of both worlds: GROWTH and METRICS. I specialize in working with tech and SaaS companies, startups, small businesses, and professional service companies, to develop and implement your marketing and sales strategy and build the machine that powers your business: helping to strategize, plan, automate, measure - with the data you need to help you make better business decisions, faster.
HealthTech is one of those cool emerging industries, and I've worked with a number of companies in this field. From software for doctors and health professionals, to hardware that reduces repetitive strain injury for factory workers - I've helped these companies reach the right audience, bring in leads, stay top of mind, and close deals.
I'm a numbers nerd at heart (I'm sure you can tell!), and I LOVE working with FinTech companies! I've spent many years in the world of accounting software, both selling to financial professionals/accountants, as well as business owners. Let's nerd out on numbers together! FreshBooks, Kashoo, PATH, and others are part of my portfolio here.
I've been involved in the early days of cloud computing and sharing docs online with SolidWorks and Javelin, then through brining accounting online with FreshBooks and Kashoo. If you're selling a cloud solution, let's talk!
Created Growth Marketing, and Marketing Analytics for Decision Making courses, as part of Jelly Academy’s Digital Marketing Program. Ongoing instruction to students, and the next generation of digital marketers.
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● Strategy, Metrics, and Automation for B2B SaaS, Tech, and Service Companies. ● Clients include: APOLLO Insurance, Three Ventures Technology, Sustainable Life App, Simplex Financials, Envol Strategies, BC Tech, Brainstation
Digital Marketing Certificate & Social Media Marketing Course Lead Instructor Teaching professionals the skills and tools they need to create a comprehensive digital marketing strategy - including branding, search marketing, social media, and email campaigns.
● Growth Strategy and Leadership: Lead the Growth organization focused on KPIs around leads, new users, and conversations. CAC, LTV, and MoM growth rates are the key focus. Develop campaigns and sales playbooks to generate leads and sales. ● Reporting and Analysis: Developing and reporting regularly on KPIs and relevant metrics. Analyze data and provide actionable recommendations to the team.
Three Ventures is a growth-focused consultancy specializing in analytics, marketing and technology. We help businesses devise and execute the right strategy to grow using data and applications. With deep cross-industry experience, we enable you to generate more value across the business and evolve to the next level.
● Strategy & Reporting: Responsible for marketing, sales, and customer success, I manage both team members and KPIs. Work with the team to create product strategy and roadmaps to align with customer needs and our market differentiation. ● Lead Generation: Increased qualified leads by over 75%. Create new content strategies, paid ad campaigns, press, community, and co-marketing that has grown inbound leads. ● Partnership Management: Develop new growth channels through partnerships and co-marketing programs. Drive KPIs and expansion into new markets through strategic partnerships.
● Reporting and Analysis: Owned the strategic vision for Redstamp marketing, both digital and in-person, developing and reporting regularly on KPIs and relevant metrics. Analyzed data and provided actionable recommendations to the team. ● Leadership and Management: Managed a team of marketing strategists, content specialists, community and social media experts, providing top-quality services and results to clients. Developed mentorship and training to help the team grow.
● Strategic Planning: Developed and owned the strategic marketing vision, both short term and long term. Focused on target customer, product marketing, and cross-team alignment to achieve and exceed company goals. ● Marketing Automation: Implemented systems for automating marketing processes, customer onboarding, and centralized marketing communications, with testing and optimization. ● Metrics and Reporting: Created and maintained reporting, analytics, and forecasting models to support marketing strategies and tactics.
● Customer Acquisition & Lead Generation: Focused on demand generation, leading to 2x increase in trial signups through content strategy, A/B testing and conversion optimization. ● Product Marketing: Led marketing efforts for web and mobile launches (iOS and Android), resulting in 3x goal for initial Android app launch, and numerous iOS app releases. ● Marketing Automation: Developed successful onboarding programs and customer communication funnels, resulting in increased conversion to paid accounts from trial.
● Awarded CPA Practice Advisor Top 40 Under 40 2011 & 2012 / AccountingToday Top 100 Influencers Ones to Watch 2011 & 2012 / K2 Enterprises Quality Award 2012 – Social Media ● Marketing: Created and implemented Accountant Channel programs from the ground up, developing and improving growth in the channel, to make an impact in this new market. ● Partnerships: Developed partner marketing and integration campaigns, working with other solutions to grow our markets together. ● Sales: Consistently met and exceeded sales targets each month on the newly developed sales team. Used Salesforce.com, iterating on sales process to increase efficiency.
Sales: Consistently met or exceeded sales targets each month on the newly developed sales team. Used Salesforce.com, iterating on sales process to increase efficiencies. Marketing: Developed and implemented email marketing & webinar programs for potential customers, managed lead scoring and prospect funnels. Customer Focus: Created customer profile and target market details, leading to increased effectiveness in marketing and sales materials.
● Planning & Budgeting: Responsible for strategy and creation of annual marketing plan and budget. ● Lead Generation: Consistently met and exceeded lead generation targets, increasing leads by 20% in each of the past two years. ● Awarded Marketer of the Year (Eastern Region) 2008 & 2009 from SolidWorks Corporation North America.
