Webinar and Email Marketing Strategy Generated Over 100 New Leads

Challenge

Keel Point provides financial and strategic advice for families and offers investment management designed to allow each family to reach their financial goals.

Due to Coronavirus restrictions, the Keel Point team was looking for new ways to connect with current and potential clients. 

As the 2020 presidential election grew closer, they recognized an opportunity to educate their audience on foreseeable financial changes. 

Keel Point asked Move Digital Group to create a webinar strategy that would help them execute this mission. 

Solution

Move Digital Group devised a webinar strategy that would last well beyond the one topic Keel Point selected. 

We created an email marketing strategy to make initial and continued contact with the clients interested in the topic. 

Move Digital Group relied on organic traffic to promote the event via social media. 

We also implemented new software to host the webinar that tracked both live and replay audiences. 

The webinar resulted in huge numbers for both client retention and leads. 

Move Digital Group exceeded Keel Point's registrant goal by 131%.

Of those who registered, 37% were new contacts. That's a lot of new leads!