Website and Digital Marketing Strategy for Network of Financial Education Brands

CLIENTS

Brunch & Budget

Pockets Change

See Change Financial

ROLE

Website Design & Strategy

Digital Marketing

Email Marketing (Newsletters)

Copywriting

Graphic Design

AGENCY

SC Creative Group (freelance)

OPPORTUNITY

From 2017 to 2021, I worked alongside the passionate team behind several brands to lead their website, email, and brand design strategy. What started as a 5-month marketing management project for one brand (covering brand asset consulting, advertising & social campaigns, social media and website design and strategy), expanded into 3-years of on-going collaboration across three brands in the financial education space. 

The network of brands included: Brunch & Budget, affordable financial planning for people of color; Pockets Change, an organization that builds intergenerational financial resilience with students, families, and educators through hip-hop pedagogy; and See Change Financial, a radical financial community for creators of color who are taking control of their finances as a liberatory catalyst to lead value-filled lives.

ACHIEVEMENT

During our 3-year client/consultant relationship, our work together supported the increased visibility and brand amplification they sought to achieve in unifying their brand message, mission, and visual identity. 

We redesigned the site architecture, layout, copy, and visuals of each brand, creating an engaging, ever-updated online presence that kept each community informed and engaged. I also led the creation and implementation of marketing management systems including newsletter and social media content planning, design, and scheduling.

By helping Pam, Dyalekt, and Andrea (the creators) spend less time on promoting their business, they were able to lean into more programming and serving more educators, young adults, parents, and youth. In addition to re-purposing their decade-plus history of financial planning wisdom via their Brunch & Budget podcast, I also made sure during our time working together that they leveraged all opportunities to raise awareness, dollars (fundraising), and impact through storytelling.

One of the biggest achievements of supporting their brand growth goals came through a fundraising campaign for Pockets Change. After implementing a new donor engagement strategy and amplifying the initiative across platforms and partner networks at my recommendation, I helped the organization raise $19,000 in November 2021.

RELEVANT LINKS

[Graphic Design] Social Media Content Management

During the era of social highlights via quote cards and brand-forward graphics and insights, I designed a set of social media templates for the team’s internal use. These templates helped onboard their interns into social media management while I supported by spearheaded strategy and copy for social and email behind the scenes.

WEBSITE LAYOUT UPDATES

Pockets Change Website Revamp Preview (2019)

Brunch & Budget Website Revamp Preview (2018)

TESTIMONIAL

Simone worked with us at Pockets Change over the course of 4 years to troubleshoot, brainstorm, and make magic happen with our vision. She made ongoing updates to our website to share our stories, impact, and resources. She's a partner in the process of getting the digital details right.
Pockets Change Co-Founder Andrea Ferrero
Andrea Ferrero
Co-Founder & Executive Director, Pockets Change

Greenlight Word-Of-Mouth Marketing Strategy

CLIENT

Greenlight

ROLE

Creative Strategy

Experiential Marketing

Copywriting

AGENCY

Fizz (Atlanta, Georgia)

OPPORTUNITY

Greenlight is a financial technology company on a mission to raise financially smart kids. Through its debit card for kids and application subscription, the company makes it easier for parents to teach their kids about money management while giving them a parent-monitored space to learning about things like saving, stocks, and direct deposits. The “all-in-one money app for families,” Greenlight gives kids independence while giving parents peace of mind.

The fintech company contracted Fizz, a word-of-mouth marketing agency based in Atlanta, to help expand brand awareness as it sought to increase users and identify ways to penetrate the market on a national scale for the first time.

ACHIEVEMENT

As a contracted strategist, I worked alongside the in-house agency team to develop a robust creative WOM marketing strategy that included more than a dozen experiential digital and live brand activations. The goal of the overall strategy was to identify niche sectors within the broader target demographic and pinpoint opportunities (events, life moments, everyday activities, etc.) that would allow the brand to organically make life a little easier – as on-the-go parents and schedule-stacked kids – creating a chance to get curious and engage with GL market managers about the brand.

Working alongside the in-house strategy and design teams, my role was to develop word-of-mouth-marketing concepts into detailed experiences. This included researching a calendar of brand-aligned community and sporting events, developing a go-to-market plan for each concept, and presenting relevant branded swag ideas along with identifying vendors, costs, specs requirements, etc. to pass along to the project manager for execution.

RELEVANT LINKS

The link below is a preview of one of the concepts I spearheaded the research, copywriting, and strategy development on. This concept was part of a larger word-of-mouth marketing strategy deck.

[Word-of-Mouth Strategy Concept] Greenlight ‘Very Invested Parents’ Strategy

Jim Ellis Toyota of McDonough Grand Opening

CLIENT

Jim Ellis Automotive Group

ROLE

Event Planning & Management

Vendor Procurement & Management

Budget Management​

Copywriting

Design

AGENCY

Jim Ellis Automotive Advertising Agency

OPPORTUNITY

One of the joys of maintaining great professional relationships is being able to work with old employers on new initiatives. Jim Ellis Automotive Group is Atlanta, Georgia’s largest family-owned automotive group.

While the company’s marketing manager was out on maternity leave, I was tapped to step into her role. As the interim marketing manager, one of my responsibilities was to lead and execute the grand opening celebration of the automotive group’s 18th dealership –  Jim Ellis Toyota of McDonough Grand Opening – a newly remodeled 57,000 square foot facility.

This project was exciting for a few reasons. Namely, the ability to lean into the breadth of my expertise. During this project, I led every aspect of the event, from securing vendors and media communications to run-of-show planning, invitations, and on-site management.

ACHIEVEMENT

On Tuesday, May 21, 2019, Jim Ellis Automotive Group celebrated the official grand opening of Jim Ellis Toyota of McDonough. By all accounts, the affair was a successful introduction of the trusted Jim Ellis brand to Atlanta metro’s Southern region.

The event was well-regarded by those in attendance including Jim Ellis Automotive’s President, Jimmy Ellis, special guest executives from Toyota HQ, and – most importantly – the dedicated dealership staff, family, and friends. Special guests included Jim McEachern (Vice President, Southeast Toyota Field Operations) and Billy Copeland (Mayor of McDonough, GA).

The dealership’s acquisition and grand opening received media coverage locally and in notable national outlets including Business Insider and Auto Remarketing

This project is a great example of my ability to work across teams, using my diverse background to easily navigate multiple corporate brand standards and guidelines, coordinate design projects, draft promotional and media-related communications, manage vendors (catering, event decor, entertainment, photo/video) and budgets, handle experiential logistics, and oversee on-site execution.

RELEVANT LINKS

GRAND OPENING PHOTO & VIDEO HIGHLIGHTS

REMARKS FROM THE LATE JIMMY ELLIS

TESTIMONIAL

Simone is such a pleasure to work with and has such a diverse set of marketing talents. I have used her services for over three years now to fill in various gaps that arise within my marketing team. She has filled in multiple times for vacant roles on my team, including my own role when I was last out on maternity leave. I couldn’t have found a better person to entrust my duties to. Simone works quickly and thoroughly and always has a high level of professionalism and attentiveness. Additionally, Simone always has a great attitude and is really just a pleasant human being. I always look forward to the opportunities I have to work with Simone.
Loren Roberts
Current Title: Director of Marketing at Jim Ellis Automotive Group

[COPYWRITING]

Long-Form Blog Post: WiFi Artists

How We Spent 30 Days in Medellin, Colombia – WiFi Artists Recap

[COPYWRITING]

Long-Form Blog Post: WiFi Artists

Program Recap: WiFi Artists Remote Work and Travel in Lima, Peru

Jim Ellis Toyota of McDonough Grand Opening

CLIENT

Jim Ellis Automotive Group

ROLE

Event Planning & Management

Vendor Procurement & Management

Budget Management​

Copywriting

Design

AGENCY

Jim Ellis Automotive Advertising Agency

OPPORTUNITY

One of the joys of maintaining great professional relationships is being able to work with old employers on new initiatives. Jim Ellis Automotive Group is Atlanta, Georgia’s largest family-owned automotive group.

While the company’s marketing manager was out on maternity leave, I was tapped to step into her role. As the interim marketing manager, one of my responsibilities was to lead and execute the grand opening celebration of the automotive group’s 18th dealership –  Jim Ellis Toyota of McDonough Grand Opening – a newly remodeled 57,000 square foot facility.

This project was exciting for a few reasons. Namely, the ability to lean into the breadth of my expertise. During this project, I led every aspect of the event, from securing vendors and media communications to run-of-show planning, invitations, and on-site management.

ACHIEVEMENT

On Tuesday, May 21, 2019, Jim Ellis Automotive Group celebrated the official grand opening of Jim Ellis Toyota of McDonough. By all accounts, the affair was a successful introduction of the trusted Jim Ellis brand to Atlanta metro’s Southern region.

The event was well-regarded by those in attendance including Jim Ellis Automotive’s President, Jimmy Ellis, special guest executives from Toyota HQ, and – most importantly – the dedicated dealership staff, family, and friends. Special guests included Jim McEachern (Vice President, Southeast Toyota Field Operations) and Billy Copeland (Mayor of McDonough, GA).

The dealership’s acquisition and grand opening received media coverage locally and in notable national outlets including Business Insider and Auto Remarketing

This project is a great example of my ability to work across teams, using my diverse background to easily navigate multiple corporate brand standards and guidelines, coordinate design projects, draft promotional and media-related communications, manage vendors (catering, event decor, entertainment, photo/video) and budgets, handle experiential logistics, and oversee on-site execution.

RELEVANT LINKS

GRAND OPENING HIGHLIGHT REEL

REMARKS FROM THE LATE JIMMY ELLIS

TESTIMONIAL

Simone is such a pleasure to work with and has such a diverse set of marketing talents. I have used her services for over three years now to fill in various gaps that arise within my marketing team. She has filled in multiple times for vacant roles on my team, including my own role when I was last out on maternity leave. I couldn’t have found a better person to entrust my duties to. Simone works quickly and thoroughly and always has a high level of professionalism and attentiveness. Additionally, Simone always has a great attitude and is really just a pleasant human being. I always look forward to the opportunities I have to work with Simone.
Loren Roberts
Current Title: Director of Marketing at Jim Ellis Automotive Group