Marketing & Communications Portfolio

 
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I'm Margo Carroll—a Marketing & Communications Manager who helps organizations solve pressing problems by communicating complex ideas, building trusted brands, and driving measurable business growth.

My work spans healthcare, environmental consulting, technology, finance, legal, and other highly regulated industries where credibility, education, and clear communication matter. I specialize in translating technical information into compelling stories, integrated marketing campaigns, educational content, and customer experiences that build trust and support business growth.

Across my career I've built brands from the ground up, launched websites, developed content strategies, led science communication initiatives, optimized customer journeys, produced multimedia campaigns, and created marketing systems that support long-term growth.

Selected Results

  • Built the complete marketing function—including brand identity, website, content strategy, customer education, and marketing automation—for a boutique telehealth startup.

    Contributed to 330% revenue growth through strategic marketing, positioning, and audience engagement.

    Increased paid conversions by 57% within 30 days through messaging optimization and lifecycle marketing improvements.

    Improved email click-through rates by 46.2% through customer research and lifecycle campaign redesign.

    Increased community engagement by 30% through interactive science communication tools and digital storytelling.

    Abstract select to present to an audience of 100+ on climate resilience research at the UN Adaptation Futures 2025 Conference in New Zealand.

Additional samples and confidential artifacts are available on request.


Featured Projects:

Brightly Telehealth PLLC

 

Industry: Healthcare
Company: Medical weight loss, athletic performance, and longevity clinic
My role: Co-Founder, Director of Marketing & Operations

The Challenge

Build a trusted healthcare brand and scalable marketing infrastructure from the ground up in a highly regulated industry while creating a seamless patient experience across every customer touchpoint.

My Approach

I led the development of Brightly's brand identity, marketing strategy, website, and customer experience from launch. This included designing the visual brand, developing the website and landing pages, producing educational content, implementing SEO and AI search optimization, managing Meta and email marketing campaigns, creating patient onboarding and lifecycle communications, and producing videos, social media content, eBooks, and patient education resources.

On the operations side, I selected and implemented the Practice Better electronic health record (EHR), designed customer workflows, created more than 25 standard operating procedures, and built scalable operational systems supporting patient care, compliance, and business growth.

Highlights

  • Built the company's complete visual identity, branding, and messaging.

  • Designed and manage the company website and digital marketing ecosystem.

  • Created educational videos, patient guides, eBooks, landing pages, and social media campaigns.

  • Developed automated email marketing, onboarding, and lifecycle communication workflows.

  • Implemented the Practice Better EHR and standardized patient intake, scheduling, billing, and communication processes.

  • Created 25+ SOPs and operational systems supporting scalable growth.

  • Continue to oversee marketing strategy, business operations, technology platforms, and patient experience as a co-founder.

www.brightlytelehealth.com

 
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Compliance SaaS Product Launch

Industry: Tax & Accounting (Compliance)
Product: Streamlined Compliance Solution (productized compliance SaaS offering)
Buyer: U.S. expats (high-trust purchase)
My role: Competitive intelligence, VoC research, objection handling, sales enablement, lifecycle assets

 
 

PROBLEM

1040 Abroad engaged me to lead go-to-market strategy and product marketing for their Streamlined Compliance Solution, a regulated tax compliance offer for U.S. expats. The goal was to improve differentiation and conversion performance by aligning messaging to real buyer decision criteria—especially around trust, risk, and perceived complexity.

APPROACH

I delivered end-to-end deliverables including competitive intelligence, voice-of-customer surveys, persona and customer journey insights, objection handling scripts and sales talk tracks, plus conversion-focused copy for the sales page and lifecycle email flows. Messaging was repositioned with clearer value propositions and stronger trust signals to reduce purchase friction and increase buyer confidence.

IMPACT

The Streamlined Compliance Solution is 1040 Abroad’s best-selling product to this day.

 
 

Marketplace Recruitment Campaign

Industry: SaaS Marketplace / Mobile App
Product: Two-sided on-demand services marketplace
Buyer: Consumers + provider network (B2B2C)
My role: Provider research, product storytelling, recruitment enablement content

 
 
Margo Carroll Email Copywriter Zeel Massage App

PROBLEM

Zeel is an on-demand massage app with thousands of contracted therapists nationwide. As the platform scaled, they needed to grow their provider network and strengthen trust with proof-point storytelling—especially in preparation for a nationwide recruitment campaign targeting licensed massage therapists.

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APPROACH

I built a provider enablement and product storytelling initiative focused on real outcomes. I designed therapist surveys, conducted interviews, and translated findings into case-study style narratives and whitepaper assets that helped prospective providers visualize the benefits of working with Zeel. The work supported both recruitment goals and brand storytelling across Zeel’s owned channels.

 
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The Freelance CFO

 

Industry: Accounting / Compliance Education
Product: Digital course product (scalable upsell/downsell offer)
Buyer: Small business owners (risk + compliance-sensitive decisioning)
My role: Positioning, competitive intelligence, customer research, lifecycle monetization

PROBLEM

The Freelance CFO hired me to develop product marketing strategy for the GYFST Self-Study Course, a compliance-focused digital education product designed to help small business owners reduce legal and financial risk. The objective was to strengthen positioning and improve monetization by building a scalable offer that could be sold consistently across the customer lifecycle.

APPROACH

I led competitive research and analyzed customer survey insights to map buyer objections and decision criteria. I then developed positioning and objection-handling frameworks, and produced conversion-focused assets including sales page messaging and lifecycle email flows to support conversion and retention.

IMPACT

The course was successfully packaged as an integrated upsell/downsell product, increasing customer lifetime value while monetizing expertise with minimal additional operational burden.

 
 

Sales Funnel and Evergreen Webinar Development and Production

Industry: Legal (Compliance)
Product: Digital legal templates + education products
Buyer: Small business owners / digital entrepreneurs
My role: VoC research, competitor intelligence, lifecycle optimization, win/loss-style insights

PROBLEM

Sam Vander Wielen sells attorney-prepared digital legal templates. While the brand had strong market credibility and consistently positive customer sentiment, the onboarding and nurture journey was underperforming relative to demand—especially in lead-to-customer conversion.

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APPROACH

I led an end-to-end optimization initiative focused on lifecycle onboarding and conversion. I conducted customer discovery through surveys and interviews, reviewed qualitative VoC data from customer feedback channels, and completed competitor intelligence research to identify differentiation opportunities. I defined funnel requirements, mapped an improved lifecycle journey, prioritized changes across touchpoints, and owned execution from strategy through implementation. I was later retained for a longer optimization engagement incorporating win/loss-style scoring to guide ongoing improvements to positioning, objection handling, and conversion outcomes.

 
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Science Communication & Thought Leadership

 

Integrating Indigenous Traditional Ecological Knowledge with Local Climate Data: Co-Creating Interactive Tools for Community Resilience - United Nations Conference Presentation - Abstract Link

Generations of Change - Narrative webpage and map - webpage link

CRRC Climate Impacts Dashboard - Digital Interactive dashboard - webpage link

Massage Magazine - Print Article - Magazine digital edition link