Case Study

Trickytax SaaS Digital Marketing Plan

Software and SaaS
USA, 2019

- Foundraising Marketing
- Digital Marketing Plan

Background & Challenge:
Tricky Tax is a universal online service offering services such as bookkeeping, payroll, tax filing. Planning to launch in August 2019 they approached us with the marketing plan request.

Key problems:
- Basic marketing plan.
- Fundraising needs.

We offered TrickyTax to center its services to catering towards growing startup companies that need quick services catered towards their business model. As a B2B company, we have chosen to market their services to optimize the number of businesses that could find TrickyTax’s services to be something they would choose to use. The strategy was based on Uber-"let your customers do the work" approach, marketing the SaaS through word-of-mouth and referral programs thus increase the customer base.

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