A Lean Search Team's Real Advantage Is Deciding Where Its Hours Go

September 3, 2026

Trajan Wealth's Conrad Marsala on running search for a fast-growing wealth firm against far bigger budgets, why he spent his first eight months at the bottom of the funnel, and how automation bought back the time to climb it.

A Lean Search Team's Real Advantage Is Deciding Where Its Hours Go
Credit: Agentic Marketing News
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The low funnel is the core of everything that drives our success and gives us the extra budget to do things up the funnel.

Conrad Marsala

Digital Marketing Specialist
@
Trajan Wealth

Small in-house marketing teams don't lose to bigger competitors on ideas. They lose on hours. Every task a lean team takes on is a task it can't spend somewhere else, and in a crowded, heavily regulated category the margin for wasted effort is thin. The operators who make it work get deliberate about sequencing, deciding what the limited hours are actually worth before they touch a single campaign.

Conrad Marsala has spent more than a decade in search, starting inside Google as an agency support rep before moving to the agency side at Disruptive Advertising and then in-house. For the past year and a half he's run digital marketing at Trajan Wealth, a financial advisory firm that has grown from 40 locations across eight states to 56 across 13 while he's been there, with a marketing department that expanded from seven people to 19. He's building the search program to carry the firm toward a nationwide footprint, and he's doing it against competitors with much deeper pockets.

That budget gap forces a discipline most in-house teams get to skip. "The low funnel is the core of everything that drives our success and gives us the extra budget to do things up the funnel," says Marsala. Win there first, and the rest of the program earns its room.

Start where the money is

Because bandwidth and budget are both capped, Marsala treats intentionality as the whole job. When he arrived, the firm had cycled through a local agency without the results it wanted and pulled everything in house, which left him deciding where a still-small team should point its effort. He aimed it at the bottom of the funnel, where the people already holding investable assets are looking for someone to manage them. "Because we're limited in our bandwidth and our budgets, we have to be really intentional about everything that we do," he says, and everything the team ships has to prove the return before it justifies the hours.

He held that focus for roughly eight months before widening it. Once the low-funnel base was solid and generating enough to fund the rest, he started building upward toward the earlier stages where prospects are only beginning to think about their financial future. "We started out super low-funnel focused for about the first eight months," he says. "Now that we've built the baseline, we've been able to expand up the funnel." The full-funnel picture is the goal, but the weighting stays deliberate, because the bottom is what pays for the top.

Automation bought the hours back

The move up the funnel only became possible once Marsala stopped losing weeks to manual edits. Rewriting metadata across a large WordPress site used to mean grinding through pages one at a time in a plugin, and on a site his size that was a project measured in weeks. Bulk editing collapsed it. "If I was going to change 100 H1s or 100 meta descriptions, that would be a weeks-long task," he says. "Now I can do it all in bulk, at the click of a button," including the option to generate content at scale and edit it before anything goes live.

The catch in his category is compliance. Nothing customer-facing ships until the firm's compliance team clears it, which rules out the generate-and-publish speed a less regulated marketer could run at. "Everything that could possibly be customer-facing has to run through our compliance department," he says. Even with that checkpoint, the time saved has been the difference between drowning and scaling. By his own count the bulk tooling has spared him something like 280 days of busywork in a year, "and it's made it possible for me to be a one-man show and get things to the point where we could bring in some help."

Stay limber

Marsala's read on the skills that matter now is that none of them stay fixed. He came up doing martial arts and carried the lifelong-student habit into search, where the settled playbook of one year is obsolete the next. "The most important thing for any marketer is to stay limber with your skill sets," he says. "What was locked in stone last year is completely different this year." The current version of that means doing traditional SEO correctly while also earning visibility inside large language models, a slice of search that's small today but growing, and one he expects could eventually rival Google's share.

What earns that visibility, in his account, comes back to content that adds something. Models downgrade material that only repeats what's already been said, so the work is bringing information competitors haven't, in more depth than they've offered. "If you're not bringing something new to the conversation, they're going to consider your content dated, and it's going to get cited less and less over time," he says, which is why he treats how models rank an entity as a content problem rather than a technical one. On the parts of SEO everyone can check off, "your content is really where you're going to differentiate yourself," and adding something new is the part a lean team can still win.

Don't lose the forest

The other risk Marsala watches for is tunnel vision. Marketers chasing the primary channels tend to leave the secondary ones unattended, and he treats showing up across all of them as part of the base coverage. "A lot of marketers overlook secondary markets like Bing, Yahoo, and Yelp," he says. "You want to make sure you're showing up everywhere," without surrendering ground on the channels already working to gain it somewhere else.

Working in-house on a single brand makes it easy to narrow, so he keeps a deliberate line out to people who don't. He runs a weekly standup with former Google colleagues who now sit across agencies and verticals, testing at a scale one in-house team can't, which keeps him from mistaking his own account for the whole market. That habit of comparing notes is part of why he rates Manick Bhan's team at Search Atlas on how methodically they've built their playbooks. His warning is for anyone who thinks the learning ends. "SEO is a marathon, not a sprint," he says. "When you stop learning is when you stop making progress in this industry."

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