Case Study

First Financial Consulting

The Challenge

First Financial Consulting provides fee-only retirement planning and consulting services. They wanted to attract more pre-retiree and retiree clients by better understanding and communicating with their target prospects.

41%

New Users
increased by
41%

48%

Sessions
increased by
48%

25%

Organic Search
increased by
25%

7%

Bounce Rate
decreased by
7%

100%

Social Referral
Traffic increased
by 100%

100%

Email Referral
Traffic increased
by 100%

53%

Open Rates
increased from
22% to 53%

40%

Online lead conversion
increased from 0% to
40% conversion

Objectives

Z

Identify target audience based on research

Z

Build a personalized website and content marketing experience

Z

Improve lead volume, lead quality, and grow referrals

Visit First Financial Consulting

Sharpspring Case Study - Image of a family

Solution

Sharpspring Marketing

We launched a new inbound and marketing automation strategy and software solution using SharpSpring.

Targeted Nurture Campaigns

We created targeted nurture campaigns, developed guides and surveys for each audience, and re-designed the website to help prospects self-select their preferred content.

Sent E-blasts for Advisors

We began sending e-blasts from individual advisors to their respective clients and prospects rather than sending from a generic client services email.