Case Study: Empowering a Finance & Capital Solutions Provider

Client Overview

Our client delivers flexible and innovative capital solutions, supported by a commitment to exceptional service. They cater to businesses across corporate and specialised markets, offering expert financial guidance to support growth and long-term success. However, as the business scaled, the co-founders found themselves stretched thin, juggling daily operations while striving to expand their reach.

Challenges & Objectives

Although the founders possessed strong sales expertise, they identified a gap in their marketing knowledge. They needed a structured approach to showcase their industry authority, instil confidence in potential clients and lenders, and communicate their expertise effectively. To bridge this gap, they sought a marketing strategy that would position them as thought leaders while increasing visibility and engagement.

Strategic Approach

A long-term content and sales enablement strategy was developed to address these needs. This involved:

• Nurturing their existing database to strengthen relationships with potential and current clients.
• Publishing regular blog content to improve SEO rankings and demonstrate expertise.
• Developing evergreen content for social media and the website, ensuring consistent engagement.
• Creating downloadable resources, including case studies, to reinforce their credibility and industry knowledge.

Marketing & Sales Enablement Initiatives

To execute this strategy, a mix of digital marketing, content creation, and sales support activities were implemented:

• Content & Digital Marketing: Blogs, case studies, social media posts, and shareable assets.
• Performance Tracking & CRM Integration: HubSpot, DashThis, and LinkedIn contact syncing.
• Lead Generation & Engagement: Website CTAs, pop-ups, landing page templates, and automated email sequences.
• SEO & Online Presence: Google My Business updates and SEO reviews.
• Sales & Event Marketing: Account-based marketing, banner ads, brochures, reports, event signage, and displays.
• Sales Enablement Support: Automated document signing (PandaDoc) and strategic campaign development.

Results

The implementation of this comprehensive strategy led to significant improvements across key marketing channels:

Website Performance

• Users: +56.1%
• New Users: +59.62%
• Sessions: +60.79%
• Page Views: +53.26%
• Session Duration: +19.14%

Email Marketing

• Average Open Rate: +20%
• Click-Through Rate (CTR): +11%

LinkedIn Growth

• Page Views: +20%
• Unique Visitors: +27%
• New Followers: +33.6%
• Reactions: +24.3%
• Comments: +214.3%
• Shares: +122.2%

Instagram Engagement

• Accounts Reached: +34.7%
• Accounts Engaged: +150%

Ready to Elevate Your Business?

If you’re looking for a tailored marketing strategy to position your business as an industry leader and drive measurable growth, we’re here to help. Fill out the form below to get started!

We collaborated on this project with our strategic partner, Staircase Marketing. Visit their website to explore how they help businesses like yours scale through strategic marketing solutions.

Let’s create a strategy that works for you—contact us today.