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Overview
- Industry :Financial Services
- Year :2023
Introduction
Edusave is a financial services company specializing in offering 529 savings plans as an employee benefit. The company aims to simplify the process for employers to provide this valuable benefit, thereby promoting financial wellness among employees.
Strategy
- Lead Generation: Generate trial sign-ups and build a database of key decision-makers.
- Market Identification: Identify suitable industries and decision-makers for 529 plans.
- Multi-State Outreach: Target LinkedIn and cold email campaigns in multiple states.
- Content Engagement: Utilize LinkedIn content to drive engagement.
Implementation
- Marketing Automation: Implemented marketing automation strategies
- Data Enrichment: Scraped and enriched data for lead generation
- Web Analytics: Set up Google Analytics and Google Tag Manager
- CRM Integration: Auto-synced all prospects into HubSpot CRM
Results
- Market Insights: The California market showed the highest interest in the product
- Lead Generation: A total of 18 short and midterm leads were generated
- Testing Efficacy: Conducted email and LinkedIn messaging tests with different cohort sizes
