Case Study
A Complete Marketing Reset for One Advisor
When we met David at Retire Smart, he had multiple successful marketing channels, but no tracking or automations in place. After our Marketing Mapping, we rebuilt his CRMs from the ground up to track KPI's for 10 unique marketing channels.
Client
David Brooks
Retire Smart Omaha
Project Summary
Understanding Current Marketing Channels
When we met David, he had multiple successful marketing channels, but no tracking or automations in place. We started with a Marketing Mapping Day to understand the inner works of all 10 unique marketing channels and understand the KPI’s for each. After reviewing their processes we implemented our Know Your Numbers platform to track marketing results from lead to closed business.
David wanted to understand his Customer Acquisition Cost (CAC), and Cost Per Lead by Marketing Channel to make data based decisions. Through a combination of two CRM’s, and hundreds of automations we simplified their process, ensured tracking and redundancy for each step, and created a simple easy to understand reporting system.
David wanted to understand his Customer Acquisition Cost (CAC), and Cost Per Lead by Marketing Channel to make data based decisions. Through a combination of two CRM’s, and hundreds of automations we simplified their process, ensured tracking and redundancy for each step, and created a simple easy to understand reporting system.
In a Nutshell
Here's What We Accomplished
- 7,000+ Leads Uncovered
- 230+ Leads Re-Engaged Monthly
- 87 Marketing Automations Created
- 100% of Leads Tracked from Start to Finish
Lyndsay Stednitz
Director of Operations, Retire Smart Omaha
I cannot say enough good things about Josh & Isaac at Advisor Guide Marketing. They did a deep dive on our marketing department along with the processes we had in place and put together a very detailed plan to not only decrease the man hours within our processes, but also improve the overall ROI for bringing in leads.
Additionally, they helped us negotiate and A/B test with vendors, set up automations, and track our missed opportunities within the sales process. They have provided us with countless tools so we can continue to grow as a business and become more efficient.
Additionally, they helped us negotiate and A/B test with vendors, set up automations, and track our missed opportunities within the sales process. They have provided us with countless tools so we can continue to grow as a business and become more efficient.
We'd love to show you how it works.
When we met David at Retire Smart, he had multiple successful marketing channels, but no tracking or automations in place. After our Marketing Mapping, we rebuilt his CRMs from the ground up to track KPI's for 10 unique marketing channels.