Marketing Strategy and Lead Generation for Financial Services Client

Project brief

  • Developing a marketing strategy and implement a plan to support business growth.


Core marketing deliverables

  • Marketing Strategy & Plan – Working with the senior management team to develop a marketing strategy and plan for the business. This has continually been reviewed and amended to meet the current business and market demands.
  • Website – Creating and managing three websites for different areas of the business.
  • SEO – optimisation of websites based on business needs and digital research.
  • Digital Advertising – primarily Google Ads, LinkedIn and Facebook.
  • Events – webinar driven during lockdown but opening up to seminars in 2022.
  • Content Marketing – articles, news, infographics, reports, event promotions, anonymous case studies.
  • Brand Development – evolving the core logos and ensuring brand standards are maintained.
  • Marketing Applications – implementation and management of Sharpspring (CRM).
  • Lead Generation – running campaigns utilising a combining of marketing tools and working with sales to nurture potential buyers from a prospect to client.



  • A retained service since 2016.



  • Marketing managed and delivered as if they had an in-house team with monthly board reporting for the management team.
  • A service delivered by people who truly understand their business.
  • Consistency and a team that can train in-house people as the business grows.
  • Access to a pool of skills, cost efficiently.
  • A service that can flex with the business.
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