Client Intro
Financial Planner Compliance Strategy and Marketing Plan
The Challenge:
Lower Brand Awareness
High Cost per Lead Through Current Marketing Efforts
Lower Conversion Rate
High Customer Acquisition Cost
Lack of Customer Loyalty
The Process:
Google Search Ads
Google Display & Retargeting
Bid Automation for Increasing Campaign Efficiency
Multiple Communications Tested in Ads and Landing Pages
Lead Automation Using Zapier
The Result
$132.18 Cost per Conversion
Avg. Service Ticket Size is $10,000
Brand Recall Increased Up To 40%
70% of Leads Scheduled an Appointment
Created a New Annual Maintenance Program
