MIKE DELAUNE

Purpose-driven growth strategist leveraging data and tech to scale brands. Building stronger marketing performance that delivers measurable growth. Let’s connect.

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Schedule Intro

Driving Portfolio Revenue Growth Through Strategic Marketing Leadership

Industry: Financial Services / Insurance | Role: Marketing Strategy & Client Growth Leadership | Scope: Multi-client portfolio ($1MM–$30MM revenue accounts)

CHALLENGE

Independent agents managing mid- to high-value client portfolios lacked scalable marketing strategies to expand revenue and strengthen customer retention. Growth was constrained by inconsistent brand positioning, fragmented outreach, and limited use of performance data.

STRATEGY

Developed customized marketing strategies for agents focused on revenue expansion, retention, and targeted growth initiatives. Implemented data-driven frameworks that aligned marketing outreach with customer lifecycle opportunities.

EXECUTION

Built marketing playbooks tailored to each portfolio’s revenue potential and growth targets
Developed brand positioning and messaging strategies to differentiate agents in competitive markets
Implemented digital campaigns and customer engagement programs designed to increase policy sales and retention
Introduced performance tracking frameworks to measure campaign impact and optimize investment

RESULTS

Increased agent portfolio revenue by up to 30%
Strengthened client retention through improved engagement strategies
Delivered scalable marketing frameworks that agents could consistently execute
Improved alignment between marketing activity and sales outcomes

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