Petra presented a straightforward request: the development of a Marketing Plan to align with the evolving needs of our business. As we dove deeper into the requirements, it became evident that Petra sought not only a fresh Marketing Plan but also strategies aimed at acquiring new customers, enhancing retention rates, and streamlining operations for greater efficiency.
In response, we established three primary objectives: acquiring new customers, bolstering customer retention, and optimizing operational efficiency through automation. To achieve these goals, we proposed a comprehensive approach encompassing updated branding, including a new website and members portal, targeted digital marketing initiatives tailored to specific customer personas, and the implementation of advanced CRM and Marketing Automation systems.
In collaboration with Petra, we successfully produced a series of videos strategically aligned with our Marketing Plan. These videos encompassed various objectives, including social outreach to bolster our Lead Generation Goals, New Member Videos aimed at enhancing engagement, as well as Client Onboarding and diverse Promotion Videos.
In collaboration with Petra, we successfully produced a series of videos strategically aligned with our Marketing Plan. These videos encompassed various objectives, including social outreach to bolster our Lead Generation Goals, New Member Videos aimed at enhancing engagement, as well as Client Onboarding and diverse Promotion Videos.
As part of our retention and engagement goals, we wanted to create a secure area for Petra Members to receive VIP access to editorial events and content as well as worksheets, workbooks and on-demand content specific to their teams. This portal is fully integrated with their new website and CRM which handles authentication (through the CRM), allows for live chat routing to their specific account rep in real time and pulls in member specific content managed through their website.
As part of our lead generation goal, digital marketing sits squarely in the center. Through our work across paid social and search with both broad and extremely narrow audiences we have been able to achieve a 10x return on ad spend and generate over 1.2M in LTV.
As part of our lead generation goal, digital marketing sits squarely in the center. Through our work across paid social and search with both broad and extremely narrow audiences we have been able to achieve a 10x return on ad spend and generate over 1.2M in LTV.
Early on the subtle question was how to do we do more with less and run faster at the same time. Because of this, we knew automation was going to be key. We have worked with Petra to redesign their leads processes with automation at each step from Lead to MQL to SQL. We have worked with them to automate the registration, confirmation and lead-up series for events and so much more. Most interestingly to us is the internal automation we have worked with them on – saving over 1,000 man hours in their organization.
We have worked with their sales and operations teams to automate the scopes/ agreements they have for their clients. With this fully integrated in with their CRM, e-signature and Automated Operations processes, creating a custom scope in minutes is now a reality. Further more, when the deal is signed, it automatically triggers the fulfillment teams to begin their on-boarding workflows.
We have worked with their sales and operations teams to automate the scopes/ agreements they have for their clients. With this fully integrated in with their CRM, e-signature and Automated Operations processes, creating a custom scope in minutes is now a reality. Further more, when the deal is signed, it automatically triggers the fulfillment teams to begin their on-boarding workflows.
A website stands as a central—if not the central—asset to your marketing initiatives. Collaborating with Petra, we crafted an immersive experience tailored to meet their audience’s needs at every stage of the purchasing journey, guiding them seamlessly from research to commitment. Engineered for lead generation, the site features multiple gating mechanisms while also serving as a platform for disseminating editorial content such as workshops, webinars, and thought leadership pieces, alongside an integrated e-commerce shop. This integration extends to their CRM, Marketing Automation platform, and members Portal, significantly reducing redundant data entry across systems. Take a look!
Nashville Marketing & Business Automation | Make MVMT | Copyright © 2024
