


Maurice Turner, Jr.
Marketing Director
Phone:
480-450-8151
Email:
Address:
Greater Phoenix, AZ Area
Marketing Operations | Demand Generation & Creative Media Production Strategist | Branding | Team Leadership
A Director of Marketing who builds the system connecting acquisition, marketing operations, CRM, automation, conversion, sales handoff, and revenue.
My Experience Includes: Hiring, Training, Workflow Development, Project Management, Creative Review, & Executive-Level Planning.
As a marketing leader in the financial services industry with over a decade of digital advertising experience, my work has evolved from brand and digital execution into systems architecture, automation design, and revenue infrastructure.
I began in graphic design and brand development, moving from designer to creative director and ultimately Director of Marketing. Over time, that work expanded into building integrated ecosystems that connect:
Marketing Leadership & Growth
• Demand Generation
• Lead Generation
• Lead Nurturing
• Appointment Generation
• Webinar Marketing
• Seminar Marketing
• Revenue Growth Strategy
• Marketing Operations
• Marketing Team Leadership
• Budget Management
• Vendor Management
• Cross-Department Collaboration
Paid Media & Digital Advertising
• Meta Ads Manager
• Facebook Advertising
• Instagram Advertising
• Google Ads
• YouTube Advertising
• Audience Development
• Retargeting Campaigns
• Conversion Campaigns
• Campaign Optimization
• Performance Reporting
CRM & Marketing Operations
• HubSpot
• Wealthbox CRM
• CRM Lifecycle Management
• Lead Nurturing Systems
• Calendar Automation
• Appointment Scheduling Systems
• Attribution Tracking
• Marketing Reporting
• Dashboard Development
Automation & Systems
• Workflow Automation
• API Integrations
• Webhooks
• Airtable
• Bubble
• CRM Automation
• Email Automation
• Marketing Automation
• Lead Handoff Systems
• AI Workflow Design
• Business Process Design
Website, Funnel & Conversion Systems
• Website Development
• Wix Business & Studio
• Landing Page Development
• Funnel Architecture
• Conversion Optimization
• Domain Management
• Registration Systems
• Online Booking Systems
Creative Direction & Content
• Creative Direction
• Brand Strategy
• Brand Development
• Graphic Design
• Adobe Photoshop
• Adobe Illustrator
• Adobe InDesign
• Adobe Premiere Pro
• Video Production Oversight
• Podcast Production
• Content Development
• Lead Magnet Development
• Ebook Production
• YouTube Channel Development
Leadership & Team Development
Throughout my career I have built, managed, and coordinated teams across marketing, creative, media, content, and production functions. My experience includes hiring, training, workflow development, project management, creative review, and executive-level planning.





Experience
My experience spans financial services, regulated environments, retail, music, and brand development, but the common thread is systems thinking. I am especially interested in the activity that occurs before measurable outcomes: how attention becomes interest, how interest becomes action, and how infrastructure shapes that movement. I believe growth becomes more durable when traffic, automation, data, and decision logic are architected intentionally rather than managed reactively.
Today, I continue to focus on helping organizations connect marketing strategy, technology, automation, content, and sales infrastructure into a single operating system that drives measurable business growth.
Case Studies:
Financial Advisors Webinar ROI
A multi-stage digital acquisition and conversion system built to move cold traffic into registered webinar attendees, post-event appointments, written business, and funded premium.
The Business Problem
Federal employees facing retirement or buyout uncertainty were difficult to reach through traditional advertising and marketing methods.
The System Map

Stage 1
Paid Attention
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Objective: Generate relevant attention
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Asset: Meta video + Static creative
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Key metric: CTR / CPC registration cost
Stage 2
Registration Capture
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Objective: Capture qualified webinar registrations
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Asset: Registration page + webinar sign-up form
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Key metric: Registration rate, cost per registration
Stage 3
Educational Event
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Objective: Deliver relevant education and build trust
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Asset: Live webinar via accessible platform
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Key metric: Attendance rate, watch time
Stage 4
Post-Event Follow-Up
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Objective: Preserve movement after the event
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Asset: Follow-up email, and callback logic
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Key metric: Response rate, callback rate
Stage 5
Appointment Conversion
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Objective: Move qualified prospects into booked appointments
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Asset: Booking CTA, follow-up email, and calendar handoff
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Key metric: Booking rate, booked appointments
Stage 6
Written Business
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Objective: Move held appointments into written business
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Asset: Advisor conversations progressing to applications
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Key metric: Written applications, written cases
Stage 7
Funded revenue
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Objective: Convert written cases into funded revenue
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Asset: Cases progressing through completion and funding
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Key metric: Funded cases, funded contracts

Artifact 1 of 7: Meta Ad Creative
Focused on high-urgency federal topics to create immediate relevance with the target audience.
Messaging used federal workforce-specific terms and retirement-adjacent triggers to stop the scroll and improve click quality.

Artifact 5 of 7: Follow-Up Layer
Separate follow-up logic used for attendees and no-shows to preserve movement after the event.
Post-event movement was not treated as one audience. Messaging changed based on whether the prospect attended, missed, or engaged later.
Live sessions were built to educate before the appointment, not just pitch inside the room.

Artifact 7 of 7: Leads Generated
172 Leads were generated from a single event.

Measurement Framework
What was Used to review campaign economics beyond surface registration metrics.
Reporting was reviewed across spend, registrations, live attendance, follow-up response, appointments, written business, and premium contribution over time.
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Early tracked spend
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Registration volume
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Live attendance
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Early follow-up
The campaign was measured as a movement system, not just a lead source.
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Early tracked spend from April through September 2025 totaled $15,489.03
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Webinar registration volume ranged from roughly 100 to 230 per event
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Live attendance on recent sessions ranged from about 38 to 50 attendees
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Within the tracked reporting early webinar-driven follow-up contributed roughly $1M to $2M in premium
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“One agent reportedly produced nearly $1.5M from a single seminar”
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Later cumulative tracked webinar-attributed premium reached roughly $4M, then $6M by 2026

Scope of Work
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Paid traffic deployment through Meta
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Webinar promotion system
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Landing page and registration flow
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Registration-to-attendance support
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Follow-up logic for attendees and no-shows
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Reporting and stage-level performance review

Mar 2026 - Present 2026
Indeimo Infrastructure (Marketing Consultant)
Through Indeimo Infrastructure, I help organizations create scalable marketing systems that improve lead quality, increase appointment volume, strengthen conversion performance, and provide greater visibility into marketing ROI
• Lead marketing strategy, demand generation, marketing operations, automation, and customer acquisition systems for advisors and growth-focused businesses.
My work combines paid media, CRM management, marketing technology, webinar marketing, automation, content development, and conversion optimization into a unified marketing ecosystem designed to generate qualified appointments and measurable revenue outcomes.
Areas of responsibility include:
• Meta (Facebook & Instagram) advertising
• Google Ads management
• Lead generation and demand generation campaigns
• Webinar and seminar marketing
• Landing page and funnel development
• Website UX design, management, and optimization
• CRM implementation and administration
• HubSpot and Wealthbox CRM management
• Email marketing and lead nurturing campaigns
• Marketing automation and workflow design
• Appointment booking systems and calendar automation
• Reporting, attribution, and performance analysis
• AI-assisted marketing operations
• Creative direction and content strategy
I design and manage the complete prospect journey, from initial ad engagement through lead capture, nurturing, appointment scheduling, and ongoing follow-up.
In addition to campaign execution, I build the operational systems that support marketing performance, including CRM workflows, automation sequences, lead routing, qualification processes, webinar registration systems, reporting dashboards, API integrations, and cross-platform marketing infrastructure.
My background spans digital advertising, marketing operations, brand development, creative direction, graphic design, website development, content production, and automation architecture, allowing me to bridge strategy, execution, technology, and team leadership.
Magellan Financial & Insurance Services, Inc.
Phoenix, Arizona, United States
Marketing Operations, Demand Generation & Revenue Growth
Key Contributions:
• Led end-to-end webinar marketing programs from campaign strategy and registration through attendance, appointment generation, follow-up, and revenue attribution, contributing to more than $4M in premium production.
• Managed paid media campaigns across digital channels, integrating advertising, landing pages, CRM systems, and reporting frameworks to improve lead acquisition, conversion rates, and marketing performance visibility.
• Designed and implemented marketing automation workflows, lead nurturing systems, and customer journey sequences to improve prospect engagement and appointment conversion.
• Built and managed CRM processes, lead routing systems, qualification workflows, and sales handoff procedures to ensure timely follow-up and improved lead-to-appointment outcomes.
• Developed marketing funnels, landing page strategies, registration systems, and conversion pathways that connected advertising campaigns to measurable business results.
• Oversaw webinar, seminar, workshop, and live event marketing initiatives, including audience acquisition, registration growth, attendance optimization, and post-event nurture campaigns.
• Created reporting structures and performance measurement frameworks to support campaign optimization, budget allocation, and executive decision-making.
• Collaborated across marketing, sales, operations, and leadership teams to align demand generation efforts with revenue objectives and business growth initiatives.
Managed content strategy, production workflows, publishing schedules, social media distribution, and creative teams to support audience growth, engagement, lead generation, and brand development.
• Executive produced and directed educational and marketing content alongside financial advisors, including podcasts, YouTube channels, webinar content, short-form social media content, and branded media assets.
AI & Governance Architecture:
• Designed compliance-first AI governance workflows for marketing review and documentation
• Implemented risk-classification logic and audit-traceable output structures
• Built escalation protocols and disclosure enforcement systems
• Established structured intake → scan → classify → escalate → archive workflow model
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