HOW WE CAN HELP

As an emerging business, you need to grow in order to succeed. That means deliberately and strategically growing your marketing infrastructure. Since every area of your business is interconnected and interdependent, you need marketing leadership you can trust to see the big picture while helping you know what to do, when, and why. You need help today so that you can grow tomorrow.

You also need to keep your management team lean and focused. That’s where Strategic Options fits in. On an interim or project basis, we provide expertise, guidance, and on-the-ground support to help you grow your marketing infrastructure so that it delivers revenue while supporting your business objectives. Working by your side, we help you create a performance mindset reinforced by metrics that enable you to measure the impact of your investment.

Strategic Options’ interim management approach offers strong, distinct advantages:

ENGAGEMENT PROCESS

STEP 1
EXPLORATION

Your needs are unique.
We’ll work closely with you to determine exactly what you need to accomplish and evaluate the best way to get there. We’ll agree on expectations and establish success metrics.

STEP 2
DEFINITION

You need clarity on what to expect. We’ll outline your business problem, the expected engagement timing, and the estimated budget. We’ll finalize everything in writing with your input and approval.

STEP 3
EXECUTION

You need accountability, visibility, and control. From day one, we’ll ensure that your project is tracking according to plan, with milestones and checkpoints along the way. We’ll use data to drive our decisions.

STEP 4
KNOWLEDGE TRANSFER

You need an actionable plan that creates long-term value. We’ll provide final deliverables and any additional findings and recommendations. We’ll ensure knowledge transfer to your in-house team to institutionalize the value created by the project.

MEET MARC

WHO

Strategic Options Managing Partner Marc Wheeler has 20+ years of experience helping high-growth businesses drive business value by developing and executing direct to consumer marketing strategy, customer acquisition, and monetization efforts. Marc serves as an advisor, mentor, interim marketing leader, and subject matter expert to a range of businesses across industries, customizing his services to fit each organization’s unique needs.

WHAT

Building on a robust background in consumer packaged goods and e-commerce, Marc founded Strategic Options in 2008 to provide consumer-centric businesses with guidance and mentorship in creating and implementing integrated, cross-platform marketing strategies. He has a track record of developing meaningful, actionable strategies that deliver revenue in supporting business objectives.

Marc has focused primarily on working with incumbents and startups in the evolving insurtech space. He has hands-on experience leading transformational marketing initiatives for national brands like SelectQuote, NetQuote, and OneAmerica. He has worked with nationally recognized insurance carriers in augmenting their customer acquisition programs, and guided the build-out of eBureau’s industry-recognized insurance-scoring model. Marc advises companies such as Covered, Presidio Interactive, and Cinch Financial, and — through Alpha Insights and Third Bridge — serves as a subject matter expert providing VC and PE investors with D2C distribution insights for the Life, P&C, and Medicare product categories. He also serves as a mentor for accelerator programs such as Techstars (MetLife Digital Accelerator), Plug and Play, and Global Insurance Accelerator.

HOW

Marc works with clients on a project or interim basis to define marketing strategies and develop tactical implementation plans across the customer journey — awareness, engagement, conversion, and monetization. Working alongside business leadership, he applies his expertise to assess cross-organizational needs and develop and implement customized strategies. Marc’s proven engagement process ensures ongoing transparency and accountability, so that clients know exactly where things stand at any point in time. As needed, he leverages his extensive professional network to help clients make connections and source additional talent or expertise.

Typical engagements focus on profitable customer acquisition, cross-functional integration, identification of interdependencies, and building detailed reporting that ensures data-based decision making. Efforts may include digital marketing, customer segmentation, call center operations, data capture/analytics, and performance marketing channel management (e.g., social, mobile, video, search engine marketing, SEO, content marketing, nurture campaigns, email, automation programs, radio, DRTV), in addition to identifying strategic partnerships in driving B2B2C programs.

CLIENTS VALUE WHAT WE DO

Don’t Just Take Our Word For It

“Marc provided a sounding board in building out the Soda Pup business.  He challenged ideas and confirmed strategies. I appreciate his insights on customer acquisition and experience in building an emerging business.”

Adam Baker, Founder and CEO, SodaPup, reimagining chew toys for dogs

“Marc is a friend, former teammate and valued ad hoc advisor to Leota. He is a sounding board and through his network in the investment community provided introductions domestically and international as we pursued financing for the company.  His continued support as we build the business is invaluable.”

Sarah Carson, Founder and CEO, Leota woman’s fashion for everyday living

“Marc, we appreciate your continued support of Plug&Play.  Since 2017 you have provided support and guidance in working with start-up companies across the insurtech sector. Your weekly commitment and on-site visits in working with the various teams were invaluable. We look forward to your continued involvement with Plug&Play.”

Liz Kukka, Head of Operations & Programs, InsurTech Plug&Play

It’s hard to believe, but we’re close to finalizing our 2019 class for the MetLife Digital Accelerator powered by Techstars. You were an awesome mentor last year, and I would absolutely love to have you mentor for our 2019 program.”

Mee-Jung Jang, Managing Director, Techstars/MetLife

“Innovating in a sector like life insurance is challenging but Marc’s advice on key aspects of our strategy – including on product design, go-to-market strategy, and customer acquisition tactics – has greatly accelerated our efforts. I feel fortunate to consider Marc a valued advisor, insightful mentor and fierce ally in our ultimate pursuit of bringing a new level of value to the people we seek to serve.”

Jake Tamarkin, CEO, everyday life

“Marc has been player in insurtech since we first crossed paths in our respective roles at NetQuote and Insureme. He has an established reputation in the insurance arena providing insights to companies and as a resource in building customer acquisition programs and strategic partnerships.”

Lou Geremia, Chief Revenue Officer, Bold Penguin making commercial insurance profitable

“Marc, thank you for your business development support. Through your efforts, we were able to expand our reach with carriers and accelerate Notion’s penetration into the P&C carrier market. In addition, I want to personally thank you for sharing your insights on the industry and helping me get up to speed in understanding the nuances of the insurance industry.”

Matt Duncan, Partner Program Manager, Notion

Our Clients

Insurance | Consumer | Advisory

CONTACT US

Whether you’re ready to get started or you’d simply like to learn more about who we are and what we do, don’t hesitate to reach out.