Overview
“Do You Need a Trust?” is a middle-of-funnel campaign designed to educate prospects about the value, purpose, and peace-of-mind benefits of having a trust in place. Ultimately helping to decide if they need a trust. The campaign aims to position the firm as a trusted, full-service partner that can coordinate all of their needs, collect prospects information, and warm up prospects in efforts to convert to a client.
Paid ads, boosted posts, and organic social media will drive users to a dedicated landing page featuring a short quiz. In the quiz, the prospect will answer 7-10 multiple choice questions, and required contact info fields- first, last name, email and phone number.
The quiz will output the following: 1)Determine whether a trust is or is not appropriate for their situation 2) Based on answer, provide two customized tips/questions they can do/ask their advisor.
organic social
paid social
Landing Page
Nurture emails
Email Deliverable
Created for a different initative but the content worked well as an additional resource to continue educating the prospects.
