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Free Resource titled "10 Easy Steps to Grow Wealth Through Real Estate"

Lead Funnels

Client: Jesse Trujillo


Purpose: Personal Branding for Keynote Speaking


Merge Projects: logo, speaker kit, keynote presentation, lead flow buildout in CRM, website, lead magnet free resource, paid media, website landing page, email follow up campaign, booking / calendar setup, social media content to establish him as a thought leader.


Merge Impact: Jesse was able to launch his personal brand, become a paid keynote speaker, and create an additional revenue source through keynote speaking at conferences and other events.


Pictured: Two pages of the lead magnet free resource; How it works: when a lead clicks on a LinkedIn ad, they then go to a landing page establishing Jesse as an expert and advertising a free resource. If they fill out their contact information, they can then download the pdf. We then collect their information in the CRM and send email campaigns to convert the leads into customers.

Jesse Trujillo Speaker Kit

Branding

Client: Jesse Trujillo


Purpose: Personal Branding for Keynote Speaking


Merge Projects: logo, speaker kit, keynote presentation, lead flow buildout in CRM, website, lead magnet free resource, paid media, website landing page, email follow up campaign, booking / calendar setup, social media content to establish him as a thought leader.


Merge Impact: Jesse was able to launch his personal brand, become a paid keynote speaker, and create an additional revenue source through keynote speaking at conferences and other events.


Pictured: One-pager version of his speaker kit; How it works: when submitting himself to be a keynote speaker for relevant conferences and events, this is used to send to the event organizers to pitch himself with testimonials and descriptions of his expertise, how he engages an audience, and the type of events he does.

Truly website home page

Website & Micorsites

Client: Truly Investor Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, product launches, review request process, and more.


Merge Impact: Truly Investor Capital was able to go from start up to producing $50M per month in revenue.


Pictured: Part of the website homepage.

Scotsman Guide print magazine cover for Truly Investor Capital

Print Advertising

Client: Truly Investor Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, product launches, review request process, and more.


Merge Impact: Truly Investor Capital was able to go from start up to producing $50M per month in revenue.


Pictured: Cover of popular industry publication; How it works: we had the cover + full page spread one month and half page ads every month for a year, where we covered different topics/differentiators, with the call to action (CTA) leading to a special landing page & phone number for tracking purposes.

Live Webinar plan for Strut Consulting

Live Webinars

Client: Strut Consulting


Purpose: Branding & Lead Acquisition


Merge Projects: organic social graphics & captions, paid media, website landing pages, blog articles, email campaigns, event swag, tradeshow support, lead forms, one-pagers, presentations, webinars, product/service launches, and more.


Merge Impact: Strut Consulting was able to increase webinar attendence by 50%, increasing lead conversion rates by 20%.


Pictured: service launch social media graphics / campaign promoting a webinar to learn about the new service offering. How it works: created and posted on social, advertising the new service, had a landing page for the webinar signups and all sign ups were loaded into their CRM with follow up emails and added to nurture email campaigns. Current customers got a sneak peek into the new service.

Frame Home Loans corporate website

Corporate Websites

Client: Frame Home Loans


Purpose: Branding & Lead Acquisition


Merge Projects: website, email campaigns, email signatures, one-pagers, presentations, training support, compliance support, and more.


Merge Impact: Frame Home Loans was able to go from start up to producing $75M per month in revenue.


Pictured: Part of the website homepage.

Case Study for Titan Cloud Solutions

Channel Marketing

Client: Titan Cloud Solutions


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, website, podcast, webinars, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, internal communications, event swag, email signatures, pitch deck, tradeshow support, swag, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, partner enablement white label marketing materials for partners, blog articles, product launches, and more.


Merge Impact: Titan Cloud Solutions went from start up to new kid on the block in the channel, to a well-known player integrated into all the large Technology Service Distributors (TSDs), with many MSPs reselling their services.


Pictured: Case Study highlighting a customer success story and focusing in on one product and its benefits.

Olympus Partner Program Guide for Titan Cloud Solutions

Partner Enablement

Client: Titan Cloud Solutions


Purpose: Training & Enablement for channel partners


Merge Projects: fractional CMO, website, podcast, webinars, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, internal communications, event swag, email signatures, pitch deck, tradeshow support, swag, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, partner enablement white label marketing materials for partners, blog articles, product launches, and more.


Merge Impact: Titan Cloud Solutions went from start up to new kid on the block in the channel, to a well-known player integrated into all the large Technology Service Distributors (TSDs), with many MSPs reselling their services.


Pictured: Cover page of Titan's parter program guide, a training tool and onboarding guide for partners and their clients to understand the sign up process, what's included, how it works, and includes a set of sales enablement materials they can use to sell Titan. How it works: After a channel partner signs up as a reseller of Titan Cloud Solutions, they go through an onboarding process and this is the summary provided to them after.

direct mail piece for Retire Right Mortgage

Direct Mail

Client: Retire Right Mortgage


Purpose: Lead Acquisition


Merge Projects: fractional CMO, direct mail, website, CRM buildout, email campaigns, website landing pages, lead forms, acquiring data lists, cleaning data, call scripts, and one-pagers.


Merge Impact: Retire Right Mortgage was able to increase their lead volume by 50% and conversions by 25%.


Pictured: direct mail piece. How it works: Direct mail created, acquired data lists, sent to printer, mailing twice a month. We also would acquire and match email addresses and send email campaigns to leads. Leads would call or go to the product landing page and convert.

Post card sized leave behind with qr code for AccessOne tradeshow

Tradeshows & Events

Client: AccessOne


Purpose: Branding & Lead Acquisition


Merge Projects: website, webinars, organic social graphics & captions, website landing pages, email campaigns, event swag, event booth retractable banners, tradeshow support, lead forms, pitch deck, one-pagers, lead routing, presentations, and partner enablement white label marketing materials for partners


Merge Impact: AccessOne was able to launch in the Channel


Pictured: Tradeshow card front and back to be given out at their booth. Not pictured: retractable banner, one-pagers, swag/give-away items.

Email design for Lend Investors Capital

Email Campaigns

Client: Lend Investors Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, letterhead, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, review request process, product launches, SEO, and more.


Merge Impact: Lend Investors Capital was able to go from start up to producing $30M per month in revenue within one month.


Pictured: First part of a product email. How it works: emails sent weekly, some product related, some value / educational driven, from the CRM system as if the sales rep was sending them individually.

Company branded swag, including bottle openers, backpack, business cards, shirts, pens for Lend Investors Capital

Swag

Client: Lend Investors Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, letterhead, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, review request process, product launches, SEO, and more.


Merge Impact: Lend Investors Capital was able to go from start up to producing $30M per month in revenue within one month.


Pictured: Collage of a few select items for tradeshows including business cards, backpacks, pens, bottle openers, and shirts. Not pictured: one-pagers, retractable banners, tablecloth, additional give-away/swag branded items.

Image of Linkedin ad for Lend Investors Capital

Organic Social Media

Client: Lend Investors Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, letterhead, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, review request process, product launches, SEO, and more.


Merge Impact: Lend Investors Capital was able to go from start up to producing $30M per month in revenue within one month.


Pictured: organic social media post on LinkedIn

Paid media social for Lend Investors Capital on LinkedIn

Paid Media

Client: Lend Investors Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, logo, website, organic social graphics & captions, paid media, website landing pages, email campaigns, business cards, letterhead, event swag, email signatures, sales microsites, tradeshow support, print advertising, public relations, lead forms, one-pagers, sales individual social graphics, social media account setup, lead routing, presentations, training support, webinars, blog articles, review request process, product launches, SEO, and more.


Merge Impact: Lend Investors Capital was able to go from start up to producing $30M per month in revenue within one month.


Pictured: one of several paid social media ads. How it works: generally pay per click. The graphic is posted on Meta/ LinkedIn/ Google/ Bing/ etc. and leads to a landing page to go into more detail about their products and differentiators, they then call or fill out a form and contact info goes into the CRM for email campaign follow up.

Free Resource titled "5 Mistakes to Avoid in Real Estate Investing"

Lead Funnels

Client: AJX Capital


Purpose: Branding & Lead Acquisition


Merge Projects: fractional CMO, manage marketing team, logo, pitch deck, one-pagers, website, lead flow buildout in CRM, CRM build out, lead magnet free resource, paid media, organic social media, website landing pages, email campaigns, booking / calendar setup, event swag, tradeshow support including travel, attendance & business development on behalf of AJX Cap, print advertising, public relations, lead forms, social media account setup, lead routing, presentations, webinars, review request process, blog articles, and more.


Merge Impact: AJX Capital was able to go from just asking current handful of investors that were investing in individual properties to launching their Diversified Real Estate Fund and raise $5M.


Pictured: Two pages of a lead magnet free resource; How it works: when a lead clicks on a LinkedIn ad, they then go to a landing page establishing Jesse as an expert and advertising a free resource. If they fill out their contact information, they can then download the pdf. We then collect their information in the CRM and send email campaigns to convert the leads into customers.

Furrows & Wagner Team Website

Corporate Websites

Client: Furrows & Wagner Mortgage


Purpose: Branding & Lead Acquisition


Merge Projects: corporate website


Merge Impact: Furrows & Wagner Mortgage was able to launch their brand online and have a centralized place to drive web traffic.


Pictured: part of the website homepage.