CASE STUDIES

CASE STUDY: X WEALTH GROUP

Building a Financial Brand:

X Wealth Group

Trusted as the sole marketing and PR consultant for X Wealth
Group, reporting directly to the President and delivering excellence
across brand growth, strategy, and full regulatory compliance.

Project Overview:

Trusted to lead all marketing operations for Dalton Wealth Group, Erin
Harrison-Kellogg built the firm’s marketing infrastructure from the ground up
during its transition to an independent, Fidelity-backed financial advisory
business.

Operating within a highly regulated industry, Erin designed and executed all
marketing initiatives while maintaining strict compliance with FINRA, SEC,
and Fidelity corporate oversight.

Features in Boston Magazine, Local Stroll magazine.

Scope of Work:

Solely responsible for the firm's entire marketing strategy and execution
across digital, CRM, SEO, email, and paid channels.
Built the full marketing tech stack from scratch (Salesforce CRM, Klaviyo email
automation, GA4 analytics) to enable campaign tracking, lead nurturing, and
performance reporting.
Developed all external client communications, ensuring compliance approval for
every asset.
Collaborated directly with compliance, legal, and executive leadership on
every campaign and content initiative.
Launched SEO programs, email nurturing sequences, paid retargeting campaigns,
and lifecycle marketing journeys.

Key Achievements:

Successfully developed and launched full marketing infrastructure under strict
financial regulatory standards.
Built a compliant digital ecosystem enabling improved client engagement and
retention

Notable Metrics:

100% marketing compliance rate (FINRA, SEC, Fidelity approvals)
25% increase in client retention after implementing lifecycle marketing
strategies
Full-funnel marketing infrastructure deployed within 12 months
C-Suite reporting dashboards created to align marketing KPIs directly to
business outcomes

A marketing infographic highlighting key statistics: 100% compliance rate with FINRA, SEC, and Fidelity marketing approvals; 25% increase in client retention through CRM, segmentation, and content strategies; full funnel deployment in 12 months; and C-suite reporting dashboards for decision making.

RosettaMD | Archimedes Medical

Brand, PR and Growth Launch

Comprehensive brand strategy, public relations, and social growth campaign for
a physician-built AI tool solving America’s health literacy crisis.

Project Objective: Launch RosettaMD. From zero to momentum, growth, visibility. Establishing all social channels and accelerate growth and engagement, all branding, full brand kit and press material, Key goal is growth and visibility for a brand new AI health tech brand.

PROJECT OVERVIEW:

As Director of Marketing & Public Relations, I led the full-scale launch of RosettaMD—a free,
AI-powered tool that translates medical records into plain English.

With zero digital presence at kickoff, I built the brand from the ground up: including identity
design, positioning, press strategy, and content execution across social, web, and media.

Built by a physician-physicist for his brother, RosettaMD addresses the emotional and
practical overwhelm patients face when trying to understand complex medical language. My
role extended beyond branding—I also developed and elevated the public persona of
founder Dr. Chris Wixon, crafting the storytelling framework that brought his mission to life
across all channels

Scope of Work:

Full branding suite: logo, palette, font system, brand voice, and messaging architecture
Developed a 3-phase launch strategy (PR, SEO, social growth)
Wrote and distributed all press releases, created a custom media kit, and hand-built press contact lists
Full design of Archimedes Medical brand and website. Fully SEO optimized and ranking.
Designed and launched the brand’s Instagram, Facebook and TikTok presence, producing all visuals, copy, and reels
Managed founder positioning, including LinkedIn content strategy, press quotes and public persona.
Strategized and executed all SEO, backlink outreach.
Google News Publisher approval.

Key Achievements (June–July 2025):

8 confirmed press features
→ Hilton Head Sun, Bluffton Sun, PRLog (2), IssueWire (2), Scaronews.com, Southern Voyager
Magazine
Google News Publisher approval within 12 hours
37 earned backlinks, many from high-authority health domains
+3,076 new Instagram followers (+26.6% organic growth)
19,590+ LinkedIn post impressions
Top TikTok content (organic): 1,935 | 1,145 | 1,135 views
Zero paid media spend—entire launch was built on organic visibility, trust, and strategy

Launching a Digital empowerment Platform:

Bestie Barbie:

Project Overview:

Erin Harrison-Kellogg built and launched Bestie Barbie, an
AI-powered digital mentorship platform designed to
deliver personalized advice, emotional empowerment, and
goal-setting guidance.

Rooted in the belief that authentic mentorship can scale
through technology, Bestie Barbie combines storytelling,
emotional intelligence, and high-performance branding into a
next-gen AI experience.

Scope of Work:

Concept Creation: Developed Bestie Barbie’s brand identity,
messaging pillars, and platform positioning.
Conversational AI Design: Authored empowerment-focused
logic flows to simulate real-time best friend and mentor
experiences.
Content & Creative: Created launch messaging, visual identity,
and branded engagement assets.
Platform Strategy: Designed user experience touchpoints,
audience segmentation, and long-term engagement strategies.
Community Building: Organized organic launch efforts to seed
the initial user base

Key Achievements:

Successfully developed and launched a fully branded AI
mentorship platform.
Established a differentiated brand voice in the emerging AI +
wellness space.
Built a foundation for audience growth, future monetization, and
high-trust user experiences.

Bestie Barbie welcomes users with a personalized, empowering message — combining cutting-edge AI with heart-centered mentorship. Click below and start up a covo!