Dynamic Planner is a financial technology company that had been successful for many years without investing heavily in marketing. After a recent product rebrand, the business wanted to extend this to the company itself, moving away from its old identity and embracing digital channels to generate stronger, more sustainable growth.
Highlights
- 200% increase in website traffic
- Increase of position for over 1,000 keywords into top three search rankings
- PPC campaigns shifted the business away from outbound calling
The Challenge
The goal was twofold: to ensure the rebrand reflected the new company name and to create a marketing plan focused on digital. Up to this point, much of the business development relied on more traditional, outbound approaches. To compete in a shifting market, Dynamic Planner needed a modernised website, stronger lead generation, and a strategy that would make digital marketing central to their growth.
The Approach
I managed the rebrand process, delivering a new website that aligned with the updated identity. Working closely with the sales team, I optimised customer journeys and introduced a point-based inbound lead generation system through HubSpot.
Alongside this, I improved performance across existing channels; social media, PPC, and the company website, creating fresh content and optimising campaigns. This gave the business a strong digital foundation and positioned it for future growth.
The Results
The rebrand successfully established Dynamic Planner with a new name and modernised digital presence. Website traffic doubled, while SEO and SEM efforts drove over 1,000 keywords into top three search rankings. PPC campaigns shifted the business away from outbound calling, delivering high-quality inbound leads with strong HubSpot scores.
The Next Steps
Dynamic Planner continues to build on these systems, including the HubSpot infrastructure I put in place, using them as the foundation for their ongoing digital marketing.
Key Takeaway
This project reinforced the importance of balancing innovation with tradition. While embracing digital transformation and modern marketing strategies, it’s crucial to consider the preferences of markets that favor traditional styles. Moving too quickly can alienate existing customers, highlighting the need for a thoughtful and inclusive approach to change.
Rhys has been instrumental in connecting the marketing and IT departments together, and developing our SEO, SEM and website strategy. His knowledge about backend website building is truly impressive, allowing us to create a great infrastructure around the website and inbound marketing programs.
Dan King, IT Manager, Dynamic Planner
Rhys Turton 