Robert V Anderson

Robert V AndersonRobert V AndersonRobert V Anderson

Robert V Anderson

Robert V AndersonRobert V AndersonRobert V Anderson
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Case Study and Work Products

Financial Firm Wants to Scale

Client:

Single location, financial advisory franchise with aspirations to scale into multi-location agency.

Problem: 

No internal knowledge of CRM management or modern tech stacks. No creative production talent on staff. No email workflows or automations. Poor lead qualification process, appointment held-rates, and sales process. Paper-based operations. No way to scale.

Solution:

Complete migration to modern CRM for data clarity and lifecycle automations. Implementation of centralized file systems for all sales and marketing assets. Creation of new graphics, collateral, webinar content, seminar scripts, email marketing sequences with video content, and development of offshore appointment setters and technical production teams.

Results:

+32% lead growth, +90% qualified lead held rate, +20% conversion, and 99% client  retention rate. Cost per qualified lead reduced from $1400 to $400. Company profitable and now scalable, opening 5 new locations in 2025. 

Video

Lead Gen VSL

One of two VSL overviews. Using Facebook video ads, leads were educated on the perils and urgency of addressing their financial future.

Build Trust

In parallel, the firm's brand is established on trust, confidentiality, and a history of helping our customers.

Nurture with Value

Value offered in the form of email education videos to answer FAQs before live meetings, keeping excitement and urgency high.

In Office Promo

A video slideshow (no audio) to educate new visitors and clients to all of our services.

PDF Viewer

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Services Performed

Email Marketing Automation

Review and Referral Generation

Review and Referral Generation

Designed, wrote, and implemented email marketing campaigns and automated sequences based on customer journey triggers.

Review and Referral Generation

Review and Referral Generation

Review and Referral Generation

Developed process-integrated Google review and client referral campaigns, including NPS surveys per service department.

Website Design

Content Strategy

Content Strategy

Developed new company website - moving from outdated (failing) WordPress legacy site to Figma-based design built for Hubspot CMS, connecting Hubspot CRM automations to visitor activity. 

Content Strategy

Content Strategy

Content Strategy

Leveraged existing radio presence into podcast series and blog subscriptions, increasing contact pool +25%.

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