🎨 V2 Refreshed Meta Ad Content
New creative designs developed based on client feedback, with separate creative tracks for Bay Street Lending and Bay Street Capital.
Creative Work Completed
- Created V2 ad designs based on client feedback
- Created new Meta creatives for Bay Street Capital
- Created new Meta creatives for Bay Street Lending
✉ Re-engagement Email Campaigns
Created a 2-email / 2-SMS re-engagement workflow targeting past non-converted leads.
Re-engagement Email 1
Re-engagement Email 2
💬 Re-engagement SMS Campaigns
Re-engagement SMS 1
Re-engagement SMS 2
📰 July Recap Newsletter
Newsletter Design
Newsletter Stats
Newsletter Click Stats
Newsletter Work Completed
- Revamped the July Recap Newsletter per client's provided content
- Scheduled Bay Street July Recap Newsletter, QA'd by Lexie
- Edited July Recap Newsletter to correct Dental practice to $1.75MM
- Verified HTML newsletter Carmine sent
⭐ Leave a Review Email
Email Design
Email Stats
Email Link Clicks
Trustpilot / Reviews Work Completed
- Set up Trustpilot review email workflow, ready to go
- Sent Trustpilot review link and pulled together the funded-merchant contact list for review outreach
- Marketing team will trigger review emails for contacts whose funded amount is greater than zero and whose Trustpilot exclusion field is false
- Uploaded Trustpilot contact list on Melleka app, tagged, and scheduled Trustpilot email
✅ BBB Submission
Submitted the business profile to BBB. Awaiting confirmation of update received via info@baystreetlending.com.
📷 Social Media Posts
Social media content published across Facebook and LinkedIn during this period.
⚙ CRM, Automations & Lead Management
- Confirmed SMS/email follow-up transition from JustCall to the Melleka App; updated first-message business-name handling to "BSL"
- Updated Lukewarm Lead Nurture workflow to add Emails #3 and #4
- Set up DND sync from the Melleka App to Salesforce (marks contacts "Do Not Call"); added filtering to prevent re-dialing already-contacted leads; built a workflow to mark contacts DND and notify internally on "STOP" replies; added DND rule for ineligible/not-a-fit contacts
- Created a 2-SMS / 2-email re-engagement workflow targeting past non-converted leads
- Created workflow adding contact as DND and alerting Hunter via internal notification that someone replied STOP
- Filtered out people who have been dialed more than once to not send them a duplicate message
- Looked into updating Salesforce to Do Not Call when contact is in DND on the Melleka App and implemented the workflow
- Created Zap to transfer closed leads from Salesforce to Melleka App, tag them, and let Emely know
- GQ the contact once determined that their business is too small or for any other reason
- Added Clicklease
📈 Reporting, QA & Strategy
- Delivered weekly performance recaps on Aug 25, Sep 1, Sep 8, Sep 14/15 covering Google, Meta, LinkedIn, Bing/Microsoft, and Reddit ads