Progress Group Inc

OVERVIEW

Progress Group Inc. is a multi-vertical financial advisory firm operating across nine service wings: bookkeeping, tax, wealth management, mortgage, estate planning, business advisory, insurance, international tax, and financial planning. Despite delivering board-level work for mid-market and UHNW clients globally, they were perceived as a generic tax shop. SA Media served as CMO and rebuilt their brand, digital presence, and marketing infrastructure from the ground up.

THE BRIEF

Progress Group's nine-wing platform existed internally but was not being communicated effectively to the market. Their website had significant UX issues: visual noise, buried services, and weak calls-to-action. Social channels were inactive or misaligned. Marketing was entirely dependent on the founder's personal time and referrals. SA Media's mandate: reposition Progress Group as the strategic operating partner for sophisticated clients and build a marketing infrastructure that generates leads without the founder's direct involvement.

OUR APPROACH

1. 01

   Full digital audit and brand repositioning. We conducted a comprehensive audit of the brand, website UX/UI, marketing infrastructure, and all channels. The repositioning strategy centered on one clear statement: Progress Group is the board of directors for the mid-market client. A brand addendum kit was developed covering updated color usage, typography hierarchy, and eagle mark refinements.

2. 02

   Website redesign across all nine service wings. We designed and developed a full website overhaul on WordPress with dedicated landing pages for each service wing, a global reach and world map page, a resources and education hub, and a Calendly-integrated booking flow. Analytics and event tracking were set up via GA4 with pixel installation and custom event tracking across all pages.

3. 03

   Social media rebuild and content production. We rebuilt Facebook, Instagram, and LinkedIn from scratch with a consistent brand voice. Content production covered three content waves: short-form videos with the founder (solo and with partners), static and carousel posts, and creatives tested against high-performing angles including CRA tax strategy, global structuring, and bankruptcy planning.

4. 04

   AI infrastructure strategy and roadmap. SA Media authored a comprehensive AI strategy targeting 60 to 80% automation of repeatable internal tasks. The recommended tech stack included Microsoft Copilot Studio, Karbon, QuickBooks, Power Automate, and Azure AI Document Intelligence. A six-month implementation roadmap was delivered with a budget scope of $40K to $90K.

SERVICES DELIVERED

KEY RESULTS