Client: Bespoke Financial
Industry: Mortgage and Home Loans
Project: Lead Generation, Website Management, and Customer Engagement
Challenges
Bespoke Financial, a growing mortgage provider, required a comprehensive strategy to attract new leads, maintain their website, and engage their existing customer base. Key challenges included:
- Generating New Home Loan Leads: Bespoke Financial needed a consistent influx of high-quality leads to expand their client base and drive business growth.
- Website Management: Frequent changes within the business demanded regular updates on the website, requiring a dedicated manager to keep content current and relevant.
- Customer Engagement: Bespoke Financial needed to actively engage their existing customers to encourage repeat business and maintain client relationships.
Strategy
To meet these challenges, we implemented a tailored approach focused on generating leads, ensuring seamless website management, and enhancing client engagement:
- Targeted Lead Generation Campaigns: Launched campaigns specifically focused on new home loan leads, aiming for high-quality inquiries with a strong conversion potential.
- Dedicated Website Manager: Assigned a personal website manager to handle regular updates, ensuring the site remained up-to-date with the latest services, promotions, and changes.
- Customer Engagement through EDMs: Developed a monthly EDM (Email Direct Marketing) strategy, including promotional content, service highlights, and newsletters, to keep customers informed and engaged.
Execution
Lead Generation Campaigns:
- Designed and launched targeted ad campaigns to attract 12-15 high-quality home loan leads weekly, achieving a conversion rate of 9%.
- Monitored and optimised campaigns to ensure sustained performance and lead quality over time.
Personal Website Management:
- Implemented a dedicated website manager to handle frequent content updates, enabling Bespoke Financial to keep their website current and aligned with business changes.
- Provided consistent support for content management, including updates to service offerings, promotions, and customer resources.
Customer Engagement through EDMs:
- Created and distributed regular EDMs promoting new services, special promotions, and a monthly newsletter to keep the customer database informed and engaged.
- Tailored EDM content to highlight Bespoke Financial’s expertise and offerings, encouraging customer retention and repeat business.
Outcomes
The targeted strategy for Bespoke Financial resulted in significant improvements in lead generation, website maintenance, and customer engagement. Key outcomes include:
- Consistent High-Quality Leads: Generated 12-15 high-quality home loan leads per week, maintaining a 20% conversion rate and supporting business growth.
- Up-to-Date Website Management: With a dedicated website manager, Bespoke Financial’s website consistently reflected their latest services, promotions, and changes, enhancing user experience.
- Increased Customer Engagement: Regular EDMs and newsletters helped keep customers informed and engaged, strengthening client relationships and promoting repeat business.
Key Achievements
- Lead Generation Success: Consistently generated 12-15 new leads per week with a 9% conversion rate.
- Effective Website Management: Assigned a personal website manager to handle regular updates and content management.
- Engaging Customer Communications: Implemented EDMs and newsletters to keep customers informed and engaged.
Conclusion
Through focused lead generation, seamless website management, and proactive customer engagement, Bespoke Financial is now well-positioned to continue its growth and maintain strong client relationships. The dedicated approach has provided Bespoke Financial with a steady flow of leads, a consistently updated website, and a connected, engaged customer base in the competitive home loan industry.
