All Case Studies
Financial Education (B2C + B2B)
Ramsey Solutions
Email Marketing Specialist
Aug 2022 – Aug 2023
Financial education company (Dave Ramsey). Hired as email developer; within 7 months, owned full lifecycle strategy for Financial Peace University (B2C + B2B) and Financial Coach Master Training.
The Challenge
Hired as an email HTML/CSS developer at a major financial education company. Needed to prove strategic capability beyond technical execution to earn ownership of two product lines.
The Approach
- 01Started as email developer (HTML/CSS builds); earned autonomous strategy ownership across two major product lines within 7 months based on results
- 02Implemented SMS at key lifecycle journey touchpoints. 20% increase in webinar attendance and downstream revenue lift.
- 03Designed nurture-to-promo segmentation for FPU B2C. 50% increase in webinar registration rates.
- 04Led 3:1 nurture-to-ask ratio for FCMT, replaced the promo-heavy approach with value-first content, which increased both engagement and revenue
The Results
20%
Webinar attendance increase
50%
Registration rate increase
3:1
Nurture-to-ask ratio
7 months
To autonomous ownership
Tools & Stack
KlaviyoSMSHTML/CSS email development