The Brief

Retire Confidently was my first major end-to-end marketing strategy project. Financial advisor Telton Hall brought me in to help build a complete funnel into his online retirement course—from branding and website design to content creation, course production, and digital ads.

We built everything from scratch. I led the development of a full-featured WordPress website with member access, payment integration, and a course portal. I helped script, film, and edit the course itself. I also launched and managed social content, podcasts, email campaigns, and digital ads. This was where I hired and trained my first employee, learning how to delegate effectively while keeping quality consistent.

You can view it here: https://teltonhall.com/

The Field Work

Field note 01

Branding

From visual design to tone of voice, I ensured every element stayed on-brand across the site, social platforms, course materials, and emails. The goal was to build trust and professionalism while keeping the tone warm and approachable.

Field note 02

Content Creation

I wrote and managed most of the web copy, created and scheduled social media posts, promoted Telton’s podcast, and used AI tools to help with planning and wordsmithing. We focused on Meta platforms, with a heavy emphasis on Facebook, to reach his target audience.
You can view the content here: https://www.facebook.com/RetireConfidentlyTH

Field note 03

Web Development

I built the Retire Confidently website on WordPress, complete with payment processing, a member portal, and access to gated course content. I also served as tech support for user access and troubleshooting.

Field note 04

Ads

We ran Facebook and Google ad campaigns to promote Telton’s monthly retirement planning sessions and free course offers. New leads were added to the email list and guided into a well-structured funnel.

Field note 05

Email Marketing

I managed weekly newsletters and promotional campaigns, often pulling from podcast episodes to create relevant, high-value content. We maintained a strong 45% open rate and used strategic automations to drive course engagement.

Field note 06

Online Course Development

I helped with course planning, script pacing, filming, editing, and platform setup. I managed user access and subscriptions, ensuring a smooth experience from signup to completion.

Example of a podcast post below: