Successfully go-to-market in time for the “shopping season”.
Running out of time.
The health insurance market has a finite “shopping season”. The team was 6 months behind schedule with only 90 days left before consumers could buy.
In the middle of a system transition, the team struggled to work with a large list of unengaged and unsegmented leads.
A combination of suboptimal tech integration and poor templates led to low conversions. On average: 9% open rate, 0.40% CTR and 2% demo form completion.
Technical audit and optimization
Optimized Act-On’s configuration and integration with Salesforce, including data clean-up, validation, and segmentation.
Blueprint for success
Designed and developed new Act-On High-Conversion Master Templates, refined messaging and mapped nurture strategy to accelerate the product launch.
Launched 3 automated campaigns to re-engage, nurture, and convert leads in time for the shopping season. Enabled sales to control lead flow to facilitate follow-up with advanced automation logic.
in sales opportunities
The 3 programs generated 1,556 MQLs and 521 sales opportunities, adding $1.76M to the sales pipeline, and resulting in $405K of won business.
in sales demos
Dramatically improved engagement metrics with an average of 40.2% open rate, 5,83% CTR and 30% demo form completion.
on first project
The success of this initial effort paved the way for future growth, and together we went on to build several high-impact campaigns.