Tradeline Supply Company Marketing Expansion & Broker Enablement Program
Short‑form video and automated training that grew channel reach by 58 % and cut broker ramp‑up time to four days.
Executive Summary
After leading Tradeline Supply’s customer service and sales for three consecutive quarters, I was asked to duplicate my playbook company‑wide. I created a self‑service broker enablement program, built an automated review engine, and repurposed long‑form tutorials into short‑form video. The combined effort increased YouTube reach by 58 percent, reduced broker onboarding from weeks to days, and standardized outreach with templated emails and objection‑handling scripts.
Background & Context
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Top customer service and sales performer for three straight quarters; tasked with scaling my approach.
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Acted as primary contact for A‑list brokers while training new reps to manage additional partners.
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Existing YouTube tutorials were long‑form; mobile viewers dropped off early.
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No formal broker training, inconsistent email language, and limited social proof.
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Marketing remit expanded to short‑form video, Instagram Reels, and proactive review generation.
Objectives & Success Criteria
- Expand organic reach +50 % YouTube impressions in 90 days
- Accelerate broker onboarding Reduce ramp‑up from ~14 days to ≤ 4 days
- Standardize outreach Library of email templates and scripts adopted by all reps
- Strengthen social proof 10 + new five‑star Google reviews in 60 days
Approach & Key Actions
1 -Content Audit & Planning
Isolated 20 high‑value segments in long form videos for Shorts; outlined a five‑module broker curriculum.
2 — Short‑Form Video Production
Edited clips in CapCut; added captions and CTAs; cross‑posted Shorts to Instagram Reels.
3 — Broker Enablement Program
Recorded five CapCut tutorials, built quizzes, and delivered via Mailchimp drip; created objections & follow‑up template library.
4 — Review Engine & Outreach Standardization
Automated post‑purchase email in HubSpot requesting Google/Trustpilot reviews; merged personalized fields; rolled out email templates company‑wide.
5 — Reporting & Optimization
GA4 events on video CTAs; A/B‑tested thumbnails and hooks; monthly KPI reviews with leadership.
Deliverables
- 22 YouTube Shorts + matching Instagram Reels
- 3‑module broker training playlist
- Objection‑handling and follow‑up training
- KPI dashboard (YouTube reach, broker completion rate, review count)
Software & Tools Utilized
Key Competencies Demonstrated
Sales Playbook Scaling
Converted personal tactics into company‑wide templates and video curriculum.
Content Repurposing
Turned legacy webinars into high‑performing Shorts and Reels.
Enablement Design
Built self‑service broker training that cut onboarding time by 70 %.
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