top of page

90-Day Action Plan

This is what I would aim to accomplish in my first 90 days as Director, Performance & Paid Marketing at Wealthfront

I firmly believe an advertiser cannot GRP their way into becoming an iconic brand.

1 /

Acquire deep understanding of brand and performance media goals as well as assessment of current marketing strategies and tactics

2 /

Design survey and launch brand impact measurement appended to all digital media; optimize to brand lift outcomes via “persuadability indicators”

3 /

Kickstart iterative creative testing process, explore maximizing insights with media investment

4 /

Determine media touchpoint combinations that yield highest brand impact, conversion rate, and deposit volume

5 /

Set-up holistic reach/frequency measurement to assess channel overlap, saturation, and incremental reach

6 /

Build framework for testing effective frequency ranges for brand lift, site visitation, and funnel entries

7 /

Create reach extension and frequency boost segments based on un-exposed and under-exposed audiences

8 /

Create roadmap for smart bets channel expansions as well as learnings for today to succeed tomorrow
(Ex: How do we tap into AI to build out custom algos within preferred DSPs)

9 /

Deep dive ways to improve media buy quality via brand safety/suitability and ad attention quality monitoring

10 /  

Build meaningful relationships across the organization 

bottom of page