Upgrading Lifecycle Communication

In the countdown to launching their newly updated and optimized lead-gen platform, Bundlefi, a financial services marketing agency, recognized the need for updating lifecycle communications. Previous templates fell short, lacking branding and clear next steps. In alignment with the updated branding, Sam designed and built templates for both B2B and B2C communications utilizing Hubspot and SendGrid.

B2B Email Campaign

To validate the effectiveness of the updated designs and showcase the agency's expanded services, a targeted email campaign was initiated. Recognizing the strategic goal of driving traffic to articles promoting the agency's services, Sam crafted streamlined and focused emails, along with compelling campaign assets. The results were significant—an average weekly email Click-Through Rate (CTR) increase of +0.15%. This indicated increased engagement from the segmented audience targeted by the campaign, driving more traffic to the articles and, consequently, more exposure for the agency's services.

B2C Platform Communication

The platform communication was updated with dynamic templates meeting the needs of consumers at key stages, providing clear information and setting expectations for what's next. This ultimately reduced the number of customer support emails. The lead-gen platform is now equipped with templates that not only enhance brand consistency but also deliver an optimized user experience.