Case Study:

Financial Services

Prospect Solutions team designed and implemented an Integrated Marketing and lead generation strategy which streamlined all marketing processes and improved marketing ROI

| Client Profile:

The Client is a financial advisor working with a large Vancouver-based financial services advisory firm. The Client specializes in providing guidance and advice to individuals or organizations on matters related to their finances. They help their clients make informed decisions about managing their money, investing, retirement and planning for their financial future. The project started in 2015 and lasted about three months.

| The Challenge:

To supply the Client with qualified leads, Prospect Solutions engaged in an aggressive LinkedIn Lead Generation campaign. This allowed us to fulfill the top of the AAARRR sales funnel with qualified leads, along with reaching hundreds of qualified prospects and introducing them to our clients via LinkedIn direct messaging.

c| Marketing & Lead Generation Challenges:

Identify and connect with qualified prospects using stakeholders personal LinkedIn profiles
Improve the quality of email database.
Streamline direct messaging for lead generation
Design high quality engaging messaging campaigns.
Work as a team with stakeholders to optimize the success of the campaign.

| The Solution:

Implemented an effective LinkedIn marketing and lead generation strategy which resulted in immediate contracts and increased number of qualified connections and appointments.
Streamlined and improved email marketing execution through proper CRM setup and management.
Introduced effective KPI reporting.

| The Results:

Connected with 500 plus qualified prospects
Booked over 100 appointments and future appointments.
Improved general attitude towards marketing: Made marketing dynamic and fun.

Last week I met with Phil Proctor of Clear Concepts and here is what he said about you, “she is persistent, she is professional, she is pleasant, she comes across prepared, but not canned; I’m also in a sales business and I like that about her”. Congratulations on doing a great job for SHF!!!”.

Simon Herber

Simon Herbert Financial Services