Marketing Systems Consultant

We are a high-volume direct-to-consumer mortgage marketing platform seeking a senior direct response strategist to design a scalable Creative Portfolio Optimization System.

This is a system architecture engagement — not copywriting or campaign execution.

We want to formalize how creative is:

• Allocated
• Tested
• Promoted
• Retired
• Scaled across clients

The output will become a core internal operating system.

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Objective

Design a disciplined, scalable framework that governs:

• Creative allocation methodology
• Control vs challenger structure
• Volume-based template count rules
• Statistical testing thresholds
• CPA vs response weighting logic
• Creative displacement & fatigue rules
• Multi-client scalability model

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Scope & Deliverables

1. Creative Allocation Framework

• Formula-based allocation model (Excel-ready logic)
• Performance weighting methodology
• Rules for shifting volume based on magnitude (not just rank)

2. Control / Challenger Governance Model

• Ideal number of active controls
• Dedicated testing pool structure
• Rules for promotion & displacement
• Portfolio guardrails

3. Volume-to-Creative Decision Model

• Recommended number of active creatives by contact volume
• Decision tree for low vs mid vs high volume programs

4. Statistical Testing Framework

• Required contact counts per test
• Minimum test duration
• Significance thresholds
• Required lift for promotion

5. CPA vs Response Weighting Logic

• Optimization framework when conversion data exists
• Optimization framework when it does not

6. Implementation Playbook

• Documented operating system
• Governance model
• Recommended org structure for scaling

Final deliverable: A documented optimization system we can operationalize internally.

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Ideal Background

• 10+ years in direct response marketing
• Experience running large-scale direct mail programs
• Background in credit card, insurance, fintech, or telecom acquisition preferred
• Built or governed control/challenger frameworks
• Experience with portfolio-level optimization and testing design

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Timeline

4–6 weeks

Weekly working sessions expected.

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How to Apply

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