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Supercharge Your Pipeline

PR Program Takes Retainer to Next Level


SmartBug Media® helped a compliance e-learning company expand and optimize its marketing efforts through an inbound retainer, then launched a PR retainer to extend the client’s reach.

YoY Increase in Overall Site Traffic


Expert Sourcing Opportunities in Less Than a Year


Share of Voice Since PR Program Started



True Office Learning produces compliance-focused e-learning solutions for businesses of all sizes. The company distinguishes itself by providing cloud-based training that engages users, is data-driven, and automatically adapts to how well an individual is comprehending and interacting with the course module.

In 2017, True Office Learning, formerly NYSE Governance Services, was carved out of NYSE Group and purchased by Marlin Equity Partners to become a standalone business.

True Office Learning PR Case Study

The Problem

A New Brand in an Established Market 

Although the company had been operating since 1998, when True Office Learning left the NYSE family and adopted its new name, it was starting anew with almost all facets of its brand.

“We couldn’t take anything with us,” says Adam Ozmer, Chief Marketing Officer at True Office Learning. “We didn’t have a website, we needed to jumpstart our lead gen strategy, and we didn’t have any type of domain authority. We didn’t show up in any searches. And, we were in a space where our top four competitors have been in the market for 20 years or longer.”

True Office Learning needed to build its brand and its reputation quickly. Trade shows helped with its reach, but the company required a much broader web presence. With a marketing staff of two, True Office Learning didn’t have the resources to launch a comprehensive search engine optimization (SEO), blogging, and PR strategy themselves, so True Office Learning turned to SmartBug Media for help.


It became apparent quickly that we needed more expertise to turbocharge our efforts to become a real player, in terms of where we needed to be and for people to find us.

Adam Ozmer
Chief Marketing Officer
True Office Learning
TrueOffice-CaseStudy-Square1 TrueOffice-CaseStudy-Square2


Energize, Then Expand

  • Public relations
  • SEO
  • Website optimization
  • Keyword strategy
  • Lead generation strategy
  • Blogging
  • Paid media

Marlin Equity Partners enjoys a successful relationship with SmartBug, having paired some of its companies with our full-service marketing agency. It recommended us to True Office Learning. Once on board, we hit the ground running with a range of marketing services and activities.

In the first year, SmartBug’s efforts produced immediate and impressive results. Overall traffic, search traffic, and contacts increased. Demo requests jumped, and Ozmer says that the sales cycles following demos were shorter than True Office Learning’s previous, traditional cycles.

With inbound chugging along, adding a public relations strategy became a logical next step. True Office Learning had worked with an outside PR consultant before, but the results were less than anticipated. SmartBug had already proved itself with an inbound retainer, and our deep knowledge of the client uniquely positioned us to help with another brand awareness strategy.

“The trust they had in us—in the thought leadership and content generation we provided—led them to think, ‘Oh, you have PR, too,’” says Heather Quitos, SmartBug’s Inbound Marketing Specialist who worked on the True Office Learning account. “It made sense to bring in PR and have things very aligned, rather than to have two separate agencies and having to communicate between both of them.”

The SmartBug PR team, headed by Senior Manager Jennifer Tolkachev, embarked on a robust strategy that included:

    • Expert source opportunities, encouraging news organizations and publications to use True Office Learning thought leaders as sources for information and quotes
    • Byline opportunities, which secures articles by True Office Learning experts—ghostwritten by SmartBug’s writing team—for publication in relevant news sources (e.g., magazines, websites)
    • Press releases

“SmartBug has a unique ability to offer both marketing and PR under the umbrella of the same company, which is something that’s not offered throughout the industry,” Tolkachev says. “Usually people will have a marketing agency or something in house, and then PR is separate. When you’re able to have that under the same umbrella, they’re able to complement each other’s work, which is helpful if you’re running campaigns.”

Tolkachev especially wanted to highlight the thought leadership of Neha Gupta, True Office Learning’s CEO. “I’ve worked with a lot of CEOs over my career, and every once in a while you see one who stands out,” she says. “Neha is one of those CEOs because she has big-picture ideas. She not only is thinking about the True Office Learning business, but also using the True Office learning platform to change the world.”

The Results

More Traffic and Greater Authority

SmartBug’s inbound retainer with True Office Learning has delivered a significant boost across an array of traffic metrics. Among the highlights:

  • Overall traffic: 19.9 percent YoY increase, and a 24.5 percent jump over two years
  • Search traffic: 18.9 percent YoY increase, and a 58.1 percent jump over two years
  • Blog traffic: 57.8 percent YoY increase
  • Average time on blog: 28.6 percent YoY increase
  • Unique blog page views: 65.9 percent YoY increase
  • New organic contacts: 31.9 percent YoY increase, and a 114.9 percent jump over two years

These numbers ultimately contributed to an impressive increase in website-generated revenue. Across the first year that SmartBug began its partnership with True Office Learning, annual contract value rose 135 percent. 

The following year the website-generated ACV YoY gain remained strong at 60 percent. Although channels such as webinars and live events certainly contributed to these increases, SmartBug also was an integral force in helping bring people to the True Office Learning website.

Paid media proved to be trickier. After much work was put in optimizing results, SmartBug discovered that paid doesn’t lend itself well to the e-learning space and recommended True Office Learning devote its resources elsewhere. In this way, we gave a client valuable marketing intelligence, instead of pushing a strategy that wastes time and money.

The PR retainer launched —but prior to that Tolkachev and her team were already working on landing expert source placements, even during our normal discovery and planning period with a new PR client. The goal was one placement a month for the first three months; SmartBug secured seven in the first quarter of the retainer, including one during the week prior to the PR retainer launching.

In less than a year, SmartBug netted 18 expert sourcing opportunities—byline stories and articles in which someone from True Office Learning was quoted in an article—13 of which were published. Those numbers don’t include the press releases we wrote and published during that time.

Some of the publications True Office Learning was featured in, either as an expert source or as full contributor, included:

  • Tech Republic
  • HR Daily Advisor
  • Corporate Compliance Insights
  • Training Industry Magazine
  • Compliance and Ethics Professional Magazine
  • Thrive Global
  • Authority Magazine

Our PR efforts have greatly expanded True Office Learning’s reputation and reach in the e-learning space. In less than a year, share of voice—a metric on how much an organization is being mentioned by news sources compared with competitors—for True Office Learning stands at 22.8 percent, which trails just one key competitor. The previous year, True Office Learning’s share of voice was just at 8 percent, meaning this metric increased almost threefold.

“The compliance community is really network oriented, so live events are a great way to meet clients and drive new business." Ozmer says. "But there hasn’t been a chance for the sales team to meet people. Having these articles as a way to engage has been a big thing for sales.”

True Office Learning’s Moz rank stood at 6.3, and its domain authority is at 63—respectable numbers for a PR program less than a year old..

Both the inbound retainer and the PR program continue. Tolkachev and her team are working to expand True Office Learning’s reach into specific verticals served by the platform. In addition, the reputation and thought leadership of Gupta and her team continue to grow.

“SmartBug is an extension of the team, without me having to hire a functional head for each different thing SmartBug does,” Ozmer says. “There are a lot of small, mid-sized, and big companies out there that need a specific focus. At a big agency, it’s harder to get that—and get that efficiently.

“SmartBug really knows the space, and they’re not afraid to put a stake in the ground and say, ‘This is what we do.’”


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