Growing financial services firm with paid search and re-marketing

The Client

Duty Calls Financial is a financial services firm providing resources and services in the Dallas Fort Worth Metroplex.

the challenge

Duty Calls Financial was struggling to generate traffic to increase conversions because it lacked the breadth of content and specific landing pages that would encourage users to click, call or fill out a form based on a wide range of keywords.

The first step in transforming Duty Calls Financial’s digital efforts was to overhaul its website. I performed a comprehensive audit of their current and past efforts in order to identify strengths, weaknesses, untapped opportunities, and areas needing improvement.

From the start of the audit, it was clear the website was not set up in a way that supported lead generation or converting visitors to booked appointments.

SERVICES

  • Conversion Rate Optimization
  • Email Marketing
  • Google Ads (Lead Generation)
  • Facebook / Instagram Ads
  • Copywriting
  • Website Redesign

sOLVING tHE pROBLEM

To immediately set Duty Calls Financial up for success, I began by conducting market and keyword research to discover keywords to use in the ads. I then revamped the website and developed and executed a digital marketing strategy that included paid search ads, as well as landing pages designed to generate leads and conversions. I used email campaigns, automated flows and social media ads to remarket to the warm audience.

key results

  • +864% Sales leads from Google & Facebook/Instagram ads
  • +433% more coaching session bookings
  • +12,711 Email list growth

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