Email Marketing
When strategically employed, email marketing proves to be a cost-effective avenue for connecting with both new and loyal clients. It can seamlessly be integrated with other marketing tactics such as performance and content marketing. I'm well-versed in ensuring email compliance with regulations like CASL and other governing bodies, ensuring our campaigns are both effective and legally compliant.
Tools: Mailchimp, Hubspot CRM, Salesforce CRM, ConvertKit, Zappier, Appollo.io, Act-On
New Client Onboarding Email Sequence
Objective: Successfully onboard free trial clients onto the Adviice platform and transition them into paying subscribers through a targeted 2-week email sequence.
Outcome: Achieved a remarkable 50% open rate, 31% click rate, and 10% conversion rate.
01
Getting Started
The sequence comprised six emails, each offering new customers bite-size steps to get familiar with the platform. The primary call-to-action (CTA) was to either subscribe now or schedule a demo with the founder.
First Email:
"Hey there,
(Animated GIF)
Welcome aboard the Adviice platform!
The only thing you have to do today is explore the 3 demo accounts we've created for you!
...."
02
Benefits and Testimonials
The second email focused on platform benefits and featured testimonials from satisfied financial advisors. The goal here was to set Adviice apart from other financial planning software options.
03
Platform Use Case
The third and fourth emails delved into practical case studies showcasing platform functionality across various scenarios, such as retirement drawdown strategies and creating multiple planning scenarios, accompanied by short video tutorials.
04
Helpful Resources
The final two emails I curated useful resources like "how-to" blog posts for enhancing financial planning practices and frequently asked questions (FAQs) available in the resource center on the Adviice website.