investment roadmap
manage and execute email campaigns
target key financial sectors and decision-makers
follow-ups
personalised content
lead management
the brief
interpretation
create and manage targeted email campaigns to reach and engage key financial decision-makers in the u.s. and canada, ensuring personalised content and effective lead management
key objectives and outcomes
Objectives | Outcomes |
|---|---|
engage decision-makers | reach 160,000 audience members |
convert decision-makers | high engagement with personalised emails |
manage leads effectively | efficient lead management via portal |
solution
objective
set up and optimise email systems, ensuring all tools and lists are ready for a successful campaign launch
actions
-
finalise email lists
-
configure email platform
-
warm up email servers
outcome
-
complete email system setup
-
optimised email lists
-
ready for campaign launch
phase 1
initial setup and warmup (July 15 - August 5)
phase 2
campaign execution (August 6 - September 30)
objective
execute the email campaign with initial outreach and regular follow-ups to engage and convert key decision-makers
actions
-
send tailored emails starting august 6
-
implement follow-ups every 3-5 days
-
customise content for each recipient
outcome
-
increased email open rates
-
higher engagement levels
-
initial conversions
phase 3
lead management and reporting (September 30 - October 15)
objective
manage leads effectively and provide detailed performance reports for continuous optimisation and insights
actions
-
direct leads to portal
-
monitor and optimise nurturing
-
track performance with analytics
outcome
-
efficient lead management
-
data-driven campaign improvements
-
regular performance insights
virtual assistants (voice and text)
enhance client engagement and operational efficiency through virtual assistants
basic
1 virtual assistant
Features | |
|---|---|
Custom reports & analytics | |
Expand reach and improve customer experience | |
Cater to a diverse customer base | |
Support multiple languages | |
Increase customer engagement | |
Provide 24/7 support | |
Deploy chatbots for instant messaging platforms and websites | |
Improve response times and customer service | |
Handle customer inquiries and support | |
AI-driven voice assistants |
basic
1 virtual assistant
Features | |
|---|---|
Custom reports & analytics | |
Expand reach and improve customer experience | |
Cater to a diverse customer base | |
Support multiple languages | |
Increase customer engagement | |
Provide 24/7 support | |
Deploy chatbots for instant messaging platforms and websites | |
Improve response times and customer service | |
Handle customer inquiries and support | |
AI-driven voice assistants |
basic
1 virtual assistant
Features | |
|---|---|
Custom reports & analytics | |
Expand reach and improve customer experience | |
Cater to a diverse customer base | |
Support multiple languages | |
Increase customer engagement | |
Provide 24/7 support | |
Deploy chatbots for instant messaging platforms and websites | |
Improve response times and customer service | |
Handle customer inquiries and support | |
AI-driven voice assistants |