They made it clear that they never expected any qualified leads to come in through the web forms… but that misconception didn’t last long.
Let’s take a look at how we acquired two qualified multi-million dollar leads through the firm’s website within the first two months of launching our digital marketing strategy.
Before working with KWSM, the wealth management firm already had the basic tactics in motion – a straightforward website, Facebook and LinkedIn pages, print letters and brochures, and a quarterly e-newsletter.
As a result, their reports were stagnant month to month, and they never received a new lead from their digital efforts alone – they had to rely on referrals and word of mouth for new business.
We decided to split our strategy into two phases. Phase 1 would optimize the basic central elements of their marketing plan and lay the groundwork for Phase 2, which would focus entirely on promotion and extending reach.
Phase 1 started with a total web rebuild. We removed and replaced all outdated imagery and language that wasn’t serving the client or resonating with their target audience, implemented a more user-friendly site map, and added interactive design elements to keep site visitors engaged as they explored the different pages. This rebuild also included writing updated SEO and metadata so the site would be findable via Google Search.
“We hear from clients all the time how their own prospects and clients express that the videos on their sites played a huge role in feeling like they knew the team, even before their first kick-off call. Video allows prospects to get an idea of who they would be working with, which starts building trust without them even realizing it.”
While this work was in motion, we were also updating the client’s Facebook and LinkedIn pages with fresh copy, contact information, and other best practices for driving traffic to the site.
Once the new site was ready and the videos were added to key pages, it was time to start creating social media content that captured users’ attention and drove them to the website where they could learn more information.
That’s why it was such a big deal when the firm received multiple high-quality leads through their web forms. Those leads have since become clients, each worth millions of dollars in investable assets – all in just three months after Phase 1 went public.
Both clients saw the content we posted on the firm’s LinkedIn, followed the link to the new site, watched one of the videos, and immediately filled out the contact form to get in touch with the firm’s sales team. The funnel worked exactly as we designed it.
At KWSM: a digital marketing agency, we begin by meeting with your team to learn the ins and outs of your business, brand, culture, and story. Then we develop a comprehensive 6-month strategy that details exactly how we plan to drive the results you’re looking for.
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