Case studies · Operating scope · Receipts

The work

Long-form and evidence-first. Charts are recreated from source data in this site's style; confidential absolutes are shown as indexed or percentage trends.

CS·01

Cutting cost per qualified lead 90% at a wealth management firm

THE FAMILY OFFICE · B2C WEALTH MANAGEMENT · 2021–2024

The problem

A qualified lead cost roughly $30,000. In a business where every relationship starts with skepticism, the acquisition math simply didn't work at scale.

Constraints

  • A regulated category — every claim reviewed before publication
  • A small, wealthy, hard-to-reach audience
  • Long trust cycles before any money moves
  • Heavy dependency on external agencies

What I did

  • Brought paid media in-house and rebuilt campaign structure around lead qualification, not volume
  • Repositioned marketing internally as an acquisition engine — awareness in service of qualified pipeline, not the other way around
  • Mapped every channel to a funnel stage (Lead → SQL → SAL → Client) so each asset had one measurable job
  • Segmented nurture journeys by investor profile and intent stage
  • Introduced AI-assisted multilingual production (EN/AR/FR), cutting asset production time ~50%

What I'd do differently

[Placeholder — one honest paragraph from Joel]

7550250M0M18M36100 · ≈$30K / SAL10 · ≈$3K / SAL
COST PER SALES-ACCEPTED LEAD, INDEXED (M0 = 100). ENDPOINTS ACTUAL; MONTHLY PATH ILLUSTRATIVE. ABSOLUTE INTERNAL FIGURES WITHHELD.
25015050+350%+61%+76%+135%2020202120222023
ACQUISITION — YEAR-OVER-YEAR GROWTH (%). RECREATED FROM INTERNAL REPORTING; ABSOLUTE COUNTS WITHHELD.
−90%
Cost / qualified lead
4.5×
Portfolio growth
−50%
Asset production time
CS·02

From Domain Rating 7 to outranking J.P. Morgan in AI search

THE FAMILY OFFICE · YMYL FINANCE · EN/AR · 2021 – PRESENT

Act I — Build the engine (2021–24)

Wealth management content sits in Google's most scrutinized category — YMYL finance — for an audience that barely searches. The site started at Domain Rating 7, ranking for ~30 keywords.

  • Content gap analysis that 5×'d ranking keywords in the first 5 months
  • Technical SEO shipped with the dev team — structured pages, schema, automated crawl monitoring
  • Publisher partnerships for editorial authority, lifting referral traffic 40%
  • Built and coached the content team; week-on-week roadmaps reported to CEO level

Act II — Search changed

AI assistants and AI Overviews began answering questions before users ever reached a results page. Most brands are still deciding whether to care. I instrumented it instead — engaging a third-party AI-analytics platform to audit, for the first time, how the brand actually surfaces inside LLMs across our core markets and business lines.

Act III — Win the new surface (2025–26)

  • The content system built for Google turned out to be the source material AI models cite: the brand measured #1 in AI-search visibility — ahead of J.P. Morgan, BlackRock, Fidelity, Goldman Sachs, and UBS
  • #1 on Google AI Overviews; on ChatGPT, visibility of 22.6% vs 1.6% for the next-best wealth brand
  • Reoriented organic around brand-demand capture: a four-phase measurement design at a flagship Jan 2026 event isolated a +108% lift in event-day clicks, CTR up 0.61%→0.90%, and a durable +48% post-event floor
6K4K2KJUN 212023Q1 25~6.5K positionsDR 45DR 7
ORGANIC POSITIONS (ORANGE) & DOMAIN RATING (PURPLE) · JUN 2021 – Q1 2025. RECREATED FROM AHREFS DATA; ENDPOINTS ACTUAL, PATH APPROXIMATE.
THE FAMILY OFFICE — #114.1%J.P. MORGAN9.8%FIDELITY9.2%BLACKROCK9.1%
AI-SEARCH VISIBILITY SCORE ACROSS TRACKED MODELS (CHATGPT, GEMINI, PERPLEXITY, COPILOT +). THIRD-PARTY MEASUREMENT · NOV 2025 · RECREATED.
#1 · Google AI OverviewsChatGPT 22.6% vs 1.6% next best
84.8123.5176.7 · +108%126.1BASELINEPROMOEVENTPOST
AVG DAILY ORGANIC CLICKS BY PHASE · FLAGSHIP EVENT, JAN 2026 · FOUR-PHASE ISOLATION DESIGN (GSC DATA, RECREATED).
7→45
Domain rating
30→900+
Organic keywords
#1
AI-search visibility
+108%
Event-day clicks
CS·03

Foundations that compounded: Turtlemint & Freakins

GROWISTO, MUMBAI · SEO & CONTENT STRATEGY · 2019 – MID-2020

The honest framing, up front

I worked on these accounts from 2019 to mid-2020, building their SEO and content foundations — keyword-gap analysis, content pipelines, technical audits, backlink groundwork. The shaded band on each chart is my tenure. The curves extend past it on purpose: I claim the foundation and the inflection, not everything that followed.

Turtlemint — insurance, India

YMYL before I knew the acronym: insurance content for first-time buyers. Keyword-gap analysis and a structured content pipeline took organic clicks and impressions up ~700% within 7 months — and the engine kept climbing.

Freakins — D2C denim, India

The opposite problem: a young D2C brand with no search footprint at all. Category and product-cluster architecture laid down in 2019–20 became the structure its later growth ran on.

Why this is here

It's where I learned the thing I still believe: organic growth is a system you install, not a campaign you run. Done right, it keeps paying after you leave the room.

150K100K50KJUN 19AUG 20DEC 21MY TENURE~700% clicks in 7 mo
TURTLEMINT.COM · ORGANIC POSITIONS. SHADED BAND = MY WORK (JUN 2019 – AUG 2020). RECREATED FROM AHREFS DATA; GROWTH BEYOND THE BAND SHOWN FOR CONTEXT, NOT CREDIT.
60K40K20KJUN 19AUG 2020222023FOUNDATIONCompounding followed
FREAKINS.COM · ORGANIC POSITIONS. SHADED BAND = MY WORK (JUN 2019 – AUG 2020). RECREATED FROM AHREFS DATA; GROWTH BEYOND THE BAND SHOWN FOR CONTEXT, NOT CREDIT.
CS·04

Building an agency's digital arm from zero

MIRACLE DESIGN · COMMUNICATIONS AGENCY · 2020–2021

The starting point

A 25-year-old communications agency whose digital offering was social media management — posts, calendars, community. No media buying. No performance marketing. No search. No email. I joined as a digital account executive.

What I built

  • Pitched and stood up an entirely new service line: paid media buying and performance marketing across search and social
  • Extended it into SEO and email marketing — four capabilities the agency had never sold before
  • Ran it end to end: proposals and tender submissions, campaign architecture, customer journey maps, KPI frameworks, and client reporting
  • Managed a multinational client's regional digital presence (Hempel) while building the practice

The result

The new offering drove a +45% increase in the agency's net revenue intake in its first quarter, cut client CPCs ~25%, lifted retention ~20% through email re-engagement — and earned me the promotion to Performance Marketing & Growth Specialist.

Why this is here

Because this is the closest thing marketing has to founding: no playbook, no existing revenue, sell it before you build it, build it while you run it. That's the muscle early-stage teams actually need.

+45%
Agency net revenue · Q1
4
New service lines built
−25%
Client CPC
+20%
Client retention
ANONYMIZED PROPOSAL EXCERPT OR CAMPAIGN ARCHITECTURE — TO BE ADDED
CS·05

What shipping my own product taught me about growth

OURSPLIT · NEXT.JS + SUPABASE · 2026 · LIVE TRIAL

The hypothesis

[Placeholder — Joel's original hypothesis paragraph: what problem OurSplit tests and for whom]

The build

  • Full-stack build: Next.js frontend, Supabase backend, shipped solo with AI-assisted development
  • Core product decisions locked; currently in live trial with real usage
  • Every screen shown is the product as it exists — no mockups

Why this is here

Most marketing portfolios claim "AI-native." This is what I mean by it: not prompts for ad copy, but the ability to take an idea to a working product — and then apply growth thinking to something I own end to end.

OURSPLIT — REAL PRODUCT SCREENSHOTS ×3, LIVE TRIAL — TO BE ADDED
SHORT DEMO GIF OR LINK TO LIVE APP — TO BE ADDED
Operating scope

The work behind the numbers

Authored and executed by me; originals are confidential, and each is discussable in interviews.

Executive reporting
I write the acquisition story the board reads

Quarterly board-level narrative on acquisition performance since 2021 — funnel conversion, cohort trends, unit-economics trajectory, spend efficiency. Marketing that speaks the CFO's language, because I'm the one presenting it upward.

Product go-to-market
Launched a digital wealth platform

End-to-end GTM for a client-facing platform product: audience architecture across existing and prospective users, a six-pillar messaging roadmap, and a launch calendar executed through release.

Media intelligence
Post-event media analysis at scale

Led a 44-page analysis of a flagship investment summit across traditional and social media — a 750-article and 1,000-post sample covering tonality, theme traction, and spokesperson visibility — with recommendations carried into the next event's messaging.

Systems design
Every channel, one job

Designed the communication architecture mapping eight channels — site, email, WhatsApp, LinkedIn, X, press, prospect journey, in-app — to funnel stages (Lead → SQL → SAL → Client), so every message has exactly one purpose and one metric.

SOURCE DOCUMENTS ARE PRIVATE & CONFIDENTIAL AND NOT REPRODUCED. NOTHING ON THIS PAGE DISCLOSES INTERNAL ABSOLUTES.

More receipts

Smaller wins, same standard

Earned media
$822K
Earned media value in 10 days

Flagship investment conference — 7 TV partnerships coordinated across two markets. [Coverage links to be added]

Cross-border launch
3 languages
Swiss B2C platform launch

Seconded to Petiole Asset Management (Zurich): led trilingual EN/FR/DE platform launch — +30% session duration, +15% registrations.

Team & systems
5 + 3
In-house team + agency partners

Built the in-house function — content review process, budget tracking, roadmap methodology — reducing external dependency ~30%.

Named client
Hempel
Regional digital & performance

Managed the coatings multinational's regional social and performance marketing at agency side.

AI operations
−50%
Asset production time

AI-assisted multilingual content operations across English, Arabic, and French — half the production time, same localization standards.

Multilingual growth
4
Languages shipped in

Campaigns and content shipped in English, Arabic, French, and German — strategy, localization, and QA across markets.