Email Marketing & Appointment Setting
Financial Services
Overview
The client provides financial reporting and professional services to corporations that are going through or planning ownership changes. Pipeline Marketing Group was tasked with re-engaging a list of 2,200 inactive prospects from previous marketing efforts.
Challenge
The client believed that the messaging used in their prior campaigns was not enticing enough to capture all viable leads from this list. As these leads had already been engaged, it was of paramount importance that our next approach was extremely well planned or else risk losing the prospect’s interest forever.
Solution
Pipeline Marketing Group worked with the client to create a “formal promotion” for prospects who had been contacted by the client in the past. The promotion was time-sensitive and offered the prospects a discount of 50% on a service they had all shown some interest in previously. The goal was to qualify the prospects with a small purchase and upsell the main service package after being engaged.
Pipeline Marketing Group created this campaign and implemented initial outreach via email marketing while also handling all appointment setting and scheduling for sales calls.
Overall Benefit
Overall sales in 30 days were $76,500 from an initial investment of $5,000 during which time Pipeline Marketing Group also conducted cold outreach via the telephone and produced $27,500 in new client retainers. This project yielded a 1,980% ROI for the client.
Surprisingly, the bulk of revenue generated from the email marketing campaign was not from the promotion but from prospects that viewed the promotion and decided that they would rather opt for the full package after speaking with the client’s sales team.
