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Success Story: Strategic marketing plan leads to financial sector growth

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Our client was in a rut and looking for a strategic marketing plan for their sales department. We were hired as sales consultants to develop this plan and was able to jump start their growth.

The problem.

Our client had been around in the financial sector for more than 50 years – but they were struggling to make headway in the post-recession economy, due to a marketing and sales department that didn’t communicate, and no cohesive strategy tied to actionable, ROI-driven tactics.

Our solution.

With a 4-hour strategy session, we met with department heads across the company to understand their main target audiences. With this information, we were able to create a 12-month, actionable plan that created a foundational strategy for growth.

The results.

Once implemented, the team was able to hit their growth goals in about 9 months. At that point, they were able to move onto deeper niche strategies that allowed for additional strategic growth that leveraged cross-selling opportunities, marketing assessments and tracking, helping them truly optimize their sales and marketing spend.

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