Marketing Matters with Ashley Brock: Episode #72 Summary

Title: Client Win: Katie Schwartz Doubled Her Income to $50K+ Months & Here's Her Secret Strategy
Host: Ashley Brock
Guest: Dr. Katie Schwartz
Release Date: June 17, 2025

1. Introduction

In Episode #72 of Marketing Matters with Ashley Brock, host Ashley Brock welcomes Dr. Katie Schwartz, a technology agency expert, to discuss a remarkable client success story. The episode delves into how Katie doubled her income to over $50K per month using a unique advertising strategy.

2. Meet Dr. Katie Schwartz

[01:25] Dr. Katie Schwartz:
"My name is Dr. Katie Schwartz. I have a business called Motherboard. We are a technology agency for small to midsize businesses, helping them optimize their technology and software to bring their ideas to life with custom solutions."

Katie explains her role in enhancing businesses' technological frameworks, ensuring seamless integration and optimization of their systems.

3. Collaboration with Ashley Brock

Ashley highlights Katie’s collaboration with her CFO to create a comprehensive business dashboard:

[02:04] Dr. Katie Schwartz:
"We've taken all your data from Kajabi and funneled it into a different platform, allowing you to pinpoint daily and monthly sales, understand client journeys, and perform accurate forecasting."

This dashboard provides real-time data visualization, enabling strategic decision-making for sustained business growth.

4. Common Technical Challenges Addressed

Ashley prompts Katie to discuss common technical problems she solves for clients:

1. Data Reporting:
   [04:28] Dr. Katie Schwartz:
   "Clients have information but can't tap into it effectively for decision-making. We streamline data reporting to empower strategic growth."

2. Sales and Marketing Automation:
   [04:28] Dr. Katie Schwartz:
   "Implementing and optimizing platforms like Go High Level to automate sales processes and enhance personalization."

3. AI Integration:
   [04:28] Dr. Katie Schwartz:
   "Integrating AI into business processes, turning innovative ideas into practical solutions for clients."

Katie emphasizes the importance of leveraging technology to enhance business operations and client engagement.

5. Leveraging Paid Ads for Business Growth

Katie shares her journey with paid advertising:

[10:49] Dr. Katie Schwartz:
"I started with Meta Ads but realized my services were better suited for Google Ads after experimenting and analyzing client behavior."

Initially unaware of the potential of ads, Katie’s strategic shift to Google Ads led to significant client acquisition, demonstrating the importance of aligning ad platforms with business needs.

6. Secret Strategy: Upwork Retargeting

The crux of Katie’s success lies in her innovative use of Upwork combined with retargeting ads:

[15:14] Dr. Katie Schwartz:
"I apply to numerous opportunities on Upwork and use specific landing pages linked to my website, which are then tied to Meta retargeting ads."

[16:40] Ashley Brock:
“You’re staying top of mind by reminding potential clients of your expertise even if they don’t choose you immediately.”

This strategy ensures continuous visibility, fostering trust and increasing the likelihood of client conversion. Katie reports that this method has doubled her revenue in the past three months.

7. Impact on Business and Personal Life

Doubling her revenue has allowed Katie to scale her business and improve her work-life balance:

[19:41] Dr. Katie Schwartz:
"I've hired several people to support me, enabling me to attend my child’s events and maintain a balanced life while growing my business."

This growth has not only enhanced her professional trajectory but also her personal well-being.

8. Advice for Busy Entrepreneurs

Katie offers valuable insights for business owners struggling to manage ads amidst their busy schedules:

[20:58] Dr. Katie Schwartz:
"You have to be the one to do the ads when you first get started. If you don't have time, bring people in to help you grow your revenue."

She emphasizes the importance of mastering ad strategies initially to empower business owners to make informed decisions and delegate effectively as their business expands.

9. Reflection and Encouragement

Reflecting on her journey, Katie shares her pride in perseverance:

[22:11] Dr. Katie Schwartz:
"I'm most proud of keeping going through the tough days, which has led to the successful growth I see today."

Her story underscores the value of resilience and continuous learning in achieving business success.

10. Conclusion

Ashley and Katie wrap up the episode by celebrating Katie’s achievements and encouraging listeners to leverage similar strategies. Katie directs interested listeners to her Instagram @MotherboardCo and her website at MotherboardCo.com for further assistance with technology solutions.

[23:36] Dr. Katie Schwartz:
"Reach out to me on Instagram or visit my website for any technology problems you need solving."

Ashley expresses her excitement for Katie’s continued success and invites listeners to tune into future episodes for more insightful discussions.

Notable Quotes:

• Dr. Katie Schwartz [10:49]:
  "It took trial and error to realize that Google Ads were more effective for my services than Meta Ads."

• Ashley Brock [16:40]:
  “You’re staying top of mind by reminding potential clients of your expertise even if they don’t choose you immediately.”

• Dr. Katie Schwartz [20:58]:
  "If you don't have time, bring people in to help you grow your revenue."

This episode highlights the transformative impact of strategic advertising and technological optimization in scaling a business. Katie’s innovative approach serves as an inspiring blueprint for entrepreneurs aiming to elevate their businesses through effective marketing strategies.