William Gamble

Project Portfolio

Welcome to my project portfolio—a curated showcase of creativity, innovation, and hard work. Here, you’ll discover a diverse range of projects that highlight my passion for solving complex problems and pushing the boundaries of what’s possible. Each project is a journey of exploration, learning, and growth, reflecting a commitment to quality and a drive for continuous improvement. Whether you’re interested in my technical skills, design sensibilities, or collaborative approach, I invite you to explore my work and see how each project contributes to my overall story as a creator and innovator.

🛠 Project: Marketing Material Ordering System

📍 Company: Kooth Digital Health
📝 Objective: Implement a scalable system for ordering and tracking promotional materials across school accounts.

🚦 Challenges:

  • The previous system was manual and inconsistent, causing delays and miscommunication with clients.

🔍 Approach:

  • Designed a centralized digital ordering platform, allowing school accounts to request marketing materials through a streamlined form.
  • Integrated tracking features to monitor delivery timelines and automated notifications to keep clients updated.
  • Coordinated with supply chain and logistics teams to improve fulfillment efficiency.

📈 Impact:

  • Delivery Times: Shortened by 30%, enhancing client satisfaction through quicker and more reliable service.
  • Client Communication: Improved with automated status updates, reducing the need for manual follow-ups.

🧠 Key Skills: Marketing Strategy, Brand Awareness, Customer Acquisition, Cross-Team Collaboration

🛠 Project: CRM Success Play Revamp

📍 Company: Kooth Digital Health
📝 Objective: Overhaul CRM success plays to optimize onboarding and client management workflows.

🚦 Challenges:

  • Onboarding was time-consuming, and client engagement metrics indicated low adoption of key features.

🔍 Approach:

  • Analyzed existing CRM data to identify bottlenecks in the onboarding process.
  • Implemented new success plays focusing on user training and feature adoption.
  • Created automated workflows to provide personalized guidance and resources to new clients.

📈 Impact:

  • User Engagement: Increased by 25%, with more clients reaching key adoption milestones.
  • Onboarding Time: Reduced by 20%, allowing clients to realize value from the product faster.

🧠 Key Skills: CRM Management, Process Improvement, Data-Driven Decision Making

🛠 Project: CSM Advisory Council

📍 Company: Merrill Lynch
📝 Objective: Establish a Customer Success Manager (CSM) Advisory Council to strengthen upselling and renewal processes.

🚦 Challenges:

  • Lack of a structured process for renewals led to inconsistent client experiences.

🔍 Approach:

  • Developed standardized playbooks for CSMs to identify upsell opportunities and guide renewal conversations.
  • Conducted training sessions for CSMs to enhance their consultative sales approach.

📈 Impact:

  • Client Retention: Increased by 15% through consistent and proactive engagement.
  • Revenue Growth: Achieved a 10% boost by identifying cross-sell opportunities earlier in the client lifecycle.

🧠 Key Skills: Client Retention, Sales Growth, Work Process Development

🛠 Project: Competitor Analysis Dashboard

📍 Company: Kooth Digital Health
📝 Objective: Develop a data-driven dashboard to analyze competitor features and market positioning.

🚦 Challenges:

  • CSMs lacked data-backed resources to highlight product strengths during sales presentations.

🔍 Approach:

  • Built a dashboard using Looker, integrating competitor data and customer feedback.
  • Collaborated with sales and marketing teams to align presentation strategies with competitive insights.

📈 Impact:

  • Sales Conversion Rate: Increased by 15%, with CSMs better equipped to demonstrate the platform’s value.
  • Internal Efficiency: Enhanced by providing pre-built slides and visual assets directly from the dashboard.

🧠 Key Skills: Market Research, Data Visualization, Strategic Planning

🛠 Project: Engagement Day Workflow

📍 Company: Kooth Digital Health
📝 Objective: Develop an automated workflow to streamline Engagement Day event scheduling and planning, ensuring efficiency and consistency across the organization.

🚦 Challenges:

  • Manual scheduling processes led to inconsistent communication, double bookings, and logistical inefficiencies.
  • Limited visibility into event status, causing delays in preparation and execution.

🔍 Approach:

  • Created a custom Google Form to capture event details, attendee information, and logistical needs.
  • Integrated the form with Google Sheets for real-time data management, providing teams with immediate access to event requests.
  • Automated email notifications through Google Workspace, improving communication with event coordinators and stakeholders.
  • Conducted training sessions and provided resources to ensure smooth adoption of the new workflow.

📈 Impact:

  • Coordination Efficiency: Increased by 40%, reducing the time required for scheduling and planning events.
  • Event Management: Achieved 100% company-wide adoption, standardizing the Engagement Day planning process.
  • Time Savings: Saved approximately 5 hours per event by eliminating manual coordination efforts.

🧠 Key Skills: Process Improvement, Workflow Management, Cross-Functional Collaboration, Automation using Google Workspace