Goals
The initial goal when contacted by Benetrends Financial was to increase leads interested in ROBS (Rollover for Business Startups). We launched search campaigns for people looking specifically to use their retirement funds to start a company. As Benetrends Financial grew, they enlisted our help with increasing their organic web presence, optimizing their website, and implementing a new CRM solution to help simplify their sales process.
Approach
We launched multiple campaigns targeting retirement keywords across Google and Bing. To optimize the campaigns, we created specialized landing pages that increased the conversion rate for those looking to schedule a funding consultation. Additionally, we worked with the team to strategize, plan, design, and develop a new website. Once that was completed, we implemented several SEO optimizations to increase their organic rank and began planning the HubSpot implementation. First, we implemented HubSpot for attribution tracking, then created a lead nurture sequence for marketing qualified leads. Finally, we built a custom automation to help the sales team transition smoothly from their existing CRM to HubSpot.