UpSwell

How well do you really know your customers? ?? In our latest episode of ?Passionately Curious? Michele Morris, Head of U.S. Marketing at Big Green Egg dives into customer segmentation and how brands—especially those with long histories—can uncover new opportunities. ? If you're a business owner or marketer, you'll want to hear Michele's insights on using data to: 1??: Identify missed opportunities in your existing customer base 2??: Discover new segments to market to 3??: Refine your strategies for lasting growth ? ?In order to build a community, understanding your audience is key. Check it out now and let us know what you think! ?? ? ??Apple: https://lnkd.in/eF9ceZum ? ??Spotify: https://lnkd.in/e3QnQsp6

Our team had an incredible time at the 2025 Tuffy Tire & Auto Service Convention in Phoenix, Arizona! ??? From sunset dinners, poolside vendor networking, and awards receptions we had the opportunity to connect with franchisees and share some of the marketing strategies that have been key to driving growth and success in their shops?? Our relationship with Tuffy has spanned over a decade, and it's been an absolute pleasure being part of their journey and collaborating with such a dedicated group! Thank you to Barry Unrast , Maryellen Rideout and the entire Tuffy team for everything! We can’t wait to do it all over again next year ??

War gaming is the best 2 hour exercise any CEO or business owner can do a few times a year. I got the honor to speak about this practice during one of our podcast seasions recently. In Q4, we war gamed tariffs hitting our supply chain. Where do we have exposure? How would it impact us? what steps could we take to mitigate any effect on our clients? We laid out our game plan and placed in the drawer. Well in late January/early February when tariffs were announced, we sprung to action since we already had our plan in place. In recent days, I’ve heard peers and competitors fret about the potential impact of these tariffs. Im not here to debate merits or miscalculation of the tariffs, as I’m not equipped to debate. However, while our competitors are scrambling and forshadowing price increases, we are cooling our heels knowing we were prepared, our plan launched into action, our supply chain locked up, and price protection in place for our clients. If you are not war gaming your business at least twice a year, you will be unprepared when the inevitable happens. Better to not use a plan, than not to have one at all. Take a listen…

If you've ever worked in social media, you know how easy it is to pigeonholed. But wise organizations understand that social marketers understand the community, have their finger on the pulse of the business, and understand analytics as much as any seasoned "traditional" marketer. Today's guest on Passionately Curious (powered by UpSwell) is Michele Morris, Head of Marketing (US) for Big Green Egg. I had the absolute pleasure of working alongside Michele on the social team at FOCUS Brands (now GoTo Foods). Michele shares her career journey from social media analytics to brand marketing, discussing Big Green Egg's strategy to expand beyond traditional demographics with initiatives like "Women on Fire." She details their data collection improvements, educational content creation, and balance between dealer networks and digital marketing. Plus, she shares the wildest thing she's ever seen cooked on a Big Green Egg and, if I gave you a million guesses, I don't think you'd get it right! Listen the podcast wherever you get your pods! ?? Apple: https://lnkd.in/eTwKXg3Q ?? Spotify: https://lnkd.in/enN2aHad

What sets your business apart?? ? On this episode of Passionately Curious, we talk with CDT partner Thomas Andrews about the birth of “Carolina Diesel Trucks” now known as CDT Automotive! ? Starting with a Facebook community for truck enthusiasts in 2012, they built their brand while maintaining day jobs, and decided to take their business to the next level after a huge customer request. ??? ? The foundation of their business aligns with the people-centric and team-focused culture they’ve cultivated over the years, highlighting the true value of community. Their philosophy is simple: "Take care of the client. Period.” Learn how this approach has driven their success and continues to set them apart! ??Apple: https://lnkd.in/eDgu9rYn ??Spotify: https://lnkd.in/eGPGNdwh

Delivering legendary service is one of our core values that we strive to lead with daily. We are honored to be partnered with such great people, who truly help us make an impact on the SMB community. Thank you Michelle Lawrence! ??

?? ?????????????????? ??????????????'?? ?????????????????? ?????????????? ?????????????? ???????????????? ?????????????? Clearview Capital is pleased to announce that its portfolio company, UpSwell has acquired Taradel LLC, a provider of direct mail and digital marketing services powered by its proprietary self-service ordering platform. This strategic combination brings together Taradel’s cutting-edge self-service technology with UpSwell’s consultative sales and data-driven marketing expertise, creating a powerful platform to serve businesses of all sizes—from SMBs to large enterprises. UpSwell is actively seeking additional acquisition opportunities in direct mail and digital marketing. If you have opportunities to discuss, please reach out to Clearview Capital’s Sourcing Team. #marketingservices #marketing #directmail #privateequity READ MORE: https://lnkd.in/d7b7YfBn

Exciting times continue at UpSwell! So thrilled to have the amazing team of Taradel part of our organization.

Here we grow again! We are thrilled to officially announce the acquisition of Taradel LLC! ???? Taradel enhances our capabilities by integrating their leading self-service marketing platform, its expertise in Every Door Direct Mail (EDDM?), and digital marketing! Together, we’ll be helping SMBs nationwide reach their target audiences with ease. We’re grateful for the efforts of our Leadership team, Jim Fitzgerald, and the support of Clearview Capital, L.P. Welcome to the family, Taradel LLC! Learn more here: ??????

A good pod with UpSwell - thanks for having me on! Matt Courtoy & Annie Burch