Marketing Manager for Portfolia
Ashley Shipley
Email Marketer
Event Planner
Social Media Marketer
HubSpot
Instagram
Social Media
Portfolia
Project Overview
Ashley of A Peak Marketing served as an integral part of the Portfolia marketing team. She created and implemented marketing strategies for the investment funds and events as well as served as the primary manager of HubSpot, social media, and email marketing.
Project Start: April 2022
Project End: January 2023
Project Highlights include:
Ongoing HubSpot Management
Organic Social Media Marketing
Email Marketing Management
Event Marketing Management
Websites & Landing Pages
Social Advertising
Key Successes
30%+ Email Open Rates
15%+ Click-Through Rates
2,680 New LinkedIn Followers
23,100 Twitter Impressions in Q2 2022
About the Client
Portfolia creates investment funds designed for women, backing innovative companies, for returns and impact. Their funds appeal to influential women who own half of the wealth, buy the majority of products, but rarely invest in startups.
"Working with Ashley is always a pleasure. She is very reliable, hits all deadlines I have ever given her and goes above and beyond. Her personality is infectious and she is always cheerful, but more importantly, her work is outstanding. She has grown our social audience over 100%, increased our engagement ten fold at least, and is always coming up with innovative ideas to further our company. Her email marketing is impressive and drives results every time. She is a true digital marketer in every sense of the word. I’d hire her again without a moments hesitation." - Mikaela Gillette, Portfolia's (former) Demand Generation Manager
The Problem
The Portfolia Team lacked the internal resources needed for many of their marketing-related functions and sought support from an expert with a background in financial services marketing.
Portfolia needed a marketing expert to join the team to not only fill the gap on the team, but to create and implement effective marketing strategies throughout the entire marketing funnel -- from general awareness of the brand to marketing specific funds to converting new investors and creating an unparalleled member experience.
The Solution
Ongoing HubSpot Manager
With limited internal resources to manage marketing and sales in HubSpot, I stepped in as HubSpot marketing manager to create workflows, send marketing emails, manage social, create lists, set up reports, and look into and fix issues as they arise.
Organic Social Media Marketer
I served as Portfolia's organic social media marketer, providing end-to-end social media management. I created all content, engaged on social as the brand, and shared relevant content from fund partners, members, and companies in their investment fund portfolios.
Email Marketing Manager
I served as Portfolia's email marketing manager, determining who was contacted about what and when. I managed the bi-weekly member newsletter and monthly non-member newsletter. I helped create lead nurturing campaigns and onboarding campaigns from the member experience manager.
Event Marketing Manager
For all events, I created the event marketing plan, which included all logistics and promotion plans. For virtual events, I was responsible for executing all logistics and promotional plans. For in-person events, I managed the digital logistics and all promotional plans. Promotional plans included social media posts, email marketing, advertising, social community engagement, and more.
Website & Landing Pages
I created and updated website pages in Squarespace for the public-facing site and gated member-only site. For campaigns and events, I utilized landing pages to capture leads and event registrations.
Social Advertising
When we allocated budget to paid social media advertising, I created the strategy and implemented the campaigns on LinkedIn, Twitter, Facebook, and Instagram.
