Who & what are they?
EverTrust Estate Planning Ltd specialises in later life planning. They provide will-writing, Lasting Power of Attorney services, and property protection trusts. They aim to make planning for the future straightforward and cost-effective, offering free consultations to determine the best options for protecting their clients’ estates.
The Goal
EverTrust had experienced significant difficulties with previous marketing companies, resulting in poor performance and financial losses. They sought a marketing partner to focus on lead generation via social media advertising (specifically Facebook and Instagram), and to improve their overall marketing strategy.
The key goals of our strategy were:
- To increase lead generation
- To improve the cost-effectiveness of client acquisition
- To identify and resolve underlying marketing issues
- To develop a long-term marketing strategy to support EverTrust’s growth
What we did
Our approach was comprehensive, carefully planned and methodical, and our actions included:
- A detailed proposal outlining our proposed strategies
- Thorough analysis and auditing of the client’s existing marketing infrastructure
- Research into targeting options, demographics and budgets for lead generation campaigns
- Regular communication and collaboration with the client
- Specialised team members for each area of expertise
- An in-person strategy meeting for future business growth