Email Automation

Optima Tax, 2017 to 2019. Email Marketing Manager.

Optima’s first email automation platform, with responsive templates and lifecycle campaigns.

What I did

Stood up the platform, built the templates, and migrated every campaign.
Built the same kind of platform for two sister companies, SuperMoney and Debtmerica.

What happened

Weekly client-portal users grew 65%, and the automated marketing is still running, worth $3M+ in revenue.

By Kyle Blanchard. Kyle Blanchard is a Los Angeles product leader and AI consultant who builds and evaluates AI agents for hospitality, healthcare, and startups. Work with me.