WealthAbility Franchise Marketing

May 24, 2024

Project Description


In mid-2023, WealthAbility® embarked on a strategic transformation, transitioning its CPA Network into a flourishing franchise. Entrusted with shaping the marketing plans, strategies, and their meticulous execution, I played a pivotal role in this monumental shift. The culmination of this effort was announced during our July Network Training Event in Park City, Utah, setting the stage for an exciting new chapter.

Leading this transformative journey, I collaborated closely with the video team to craft a compelling virtual message, ensuring widespread communication across the Network, even for those unable to attend the event. Simultaneously, the content team and I orchestrated a strategic email automation campaign, inviting the entire network to a subsequent virtual event aimed at addressing queries and fostering a successful kickoff.

The virtual kickoff event, for which I developed the entire presentation, proved to be a resounding success. Within a mere 60 days, we celebrated the enrollment of our first franchisee, swiftly followed by additional enthusiastic participants. Beyond marketing, this venture encompassed multifaceted efforts, involving the development of franchise-branded assets, a dedicated franchise website, customizable templates for franchisee mini-websites, and comprehensive marketing details for the Franchisee Operations Manual.

Throughout this intricate process, collaboration was the cornerstone, with weekly engagement and leadership from my end. Witnessing the hard work and dedication not only from my marketing team but also from the diverse groups contributing to this venture was truly inspiring. Together, we are building a solution that empowers CPA practice owners and sets the stage for helping clients achieve their dreams in the years to come.

Project Details

Company: WealthAbility®
Position: Marketing Director
Skills Needed:
  • 3rd Party Integration
  • Analytics
  • Brand Development
  • Collaboration
  • Content Writing
  • Critical Thinking
  • CSS
  • Customer Research
  • Data Interpretation
  • Digital Design
  • Email Marketing
  • HTML
  • Link Building
  • Market Research
  • Marketing Plan Development
  • Press Release Design
  • Problem Solving
  • Project Management
  • SEO
  • Vendor Managemen
  • Video Production
  • Website Security
Ryan Berry