It’s that time of year when people start thinking about. How financial companies can build an online. how to finish their taxes and improve their financial situation in the new year. Now is the time to make sure your financial company has an online lead generation strategy.
Creating an online customer acquisition night clubs and bars email list strategy means. How financial companies can build an online . That you must think about the aspects of your website that will entice the visitor to take the next step in engaging with your organization. A good way to entice them is with a lead magnet.
A lead magnet is a piece of high-quality content that you offer only to website visitors . Who enter their contact information. For a financial company, a good idea for a lead magnet might be a spreadsheet or calculator.
We offer recommendations on how to get started with creating a lead magnet and an automated follow-up strategy.
Create a spreadsheet or calculator
Depending on your target audience, you can create multiple lead magnets. One can be targeted at individuals and another at businesses. These will help demonstrate your expertise and attract your website visitors to feel comfortable with what you have to offer.
With tax season how to increase audience approaching , a calculator based on taxes or an expected tax return is a great calculator. And at the start of a new year, a budgeting spreadsheet can be a great one to help people improve their financial situation.
Another option is to create an e-book with tips on preparing your tax return. A content marketing agency can help you create this content. Just make sure it doesn’t repeat everything that’s already out there.
Try to make your lead magnet timeless so that it can stay on your site for a long time and generate leads on a consistent basis. You can certainly make adjustments and changes to your magnet, but think about it being something that will attract people 12 months out of the year, not just during tax season.
Set up email marketing automation
Once you have prepared a magnet to attract customers on your website, you need to link it to email marketing automation. This way, the person who downloaded the tool will receive regular updates from you.
Address the major pain points your clients face. If it’s filing taxes, explain how to prepare all the paperwork before you sit down to fill them out. Others may not know or understand how to create a budget that promotes short-term and long-term wealth.
Set up three to five emails that mobile list are sent every few days or once a week after the user downloads your lead magnet. Make sure these emails provide value to the user and aren’t just selling your services. The final email could be an invitation to set up a meeting to discuss their financial needs.
As you begin sending out a series of emails to people who downloaded your lead magnet, keep an eye on your open and click-through rates. If they’re low, you may need to make adjustments to your emails.
When a user completes the series but does not take action to schedule a time to discuss their financial needs, move them to your regular mailing list. This way, they will be able to receive your blogs and regular updates.
Just because they don’t need your services now doesn’t mean they won’t in the future. They might even share your information with their friends to get recommendations.