challenge: get a key audience to attend our event.
Targeted communications across multiple platforms increased “new” attendance by over 100%.
Surveys show that a growing number of people at or near retirement have deep questions about what comes next. Using our in-house team of experts, we created a presentation to attract and engage our audience entitled “Destination: Retirement Are We There Yet?
Reviewing data from Hubspot, we created a persona of who we want to attend our event. i wrote emails which were sent to lists created from our hubspot database.
Our digital team created an audience based on the persona, and I wrote digital ads. Then, we set up a timeline and budget to roll out ads on META.
I wrote radio spots to promote the event and leveraged our existing contractual relationship to ensure our stations were involved in promotion.
Using Wealth Engine, a wealth intelligence platform that provides data and analytics on individuals' wealth, giving capacity, and philanthropic interest, we created a list of US mail recipients based on our audience persona - suppressing names of people who are already clients, prospects, and in our lead database.