Immediate optimization for wealth management client

THE AMBITION

Level Agency executed a do-no-harm takeover for a wealth management client, aiming to implement account-wide efficiencies within a concise 4-week timeframe. By conducting an in-depth audit across all accounts.

Level was able to pinpoint areas for immediate optimizations and gather information to inform a go-to-market strategy for the client. This approach allowed for not only a seamless transition but for also setting a solid foundation for future growth and efficiency improvements.

THE APPROACH

Level's audit process quickly prioritized low effort/high impact optimizations while outlining a testing strategy. Actions included:

THE RESULTS

After only three weeks of active management, Tradename Search clickthrough rate increased by 7.5% with click costs decreasing 4%.

Graph comparing Google Search click-through rate (CTR) and cost per click (CPC) over the last 10 weeks, highlighting a significant level transition point.
Logo transition from WebMechanix to Level Agency, symbolizing the merger and expanded digital marketing expertise.

WebMechanix is now Level Agency.

This transformative merger brings together the rich histories and vast expertise of both agencies under one industry-leading brand. Level Agency’s clients now benefit from expanded resources, deeper insights, and a broader range of services, setting new standards for innovation in the digital marketing landscape.

Level Agency logo featuring a modern design with dual branding, symbolizing the merger with Becker Media and expertise in higher education marketing.

Level Agency is now the leading expert in higher education marketing after acquiring Becker Media, combining decades of experience with advanced digital solutions. Clients can expect game-changing strategies that supercharge enrollment and drive unparalleled results.