Marketing Partner LLC

BACKGROUND

Please describe your company and position.

I am the Financial Accountant of 786 Group

Describe what your company does in a single sentence.

We are a trusted tax accounting firm specializing in providing exceptional financial services to individuals and businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Marketing Partner LLC to accomplish?

• Appointments
• Exposure

SOLUTION

How did you find Marketing Partner LLC?

Email Marketing

Why did you select Marketing Partner LLC over others?

• High ratings
• Good value for cost

How many teammates from Marketing Partner LLC were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work involved collaborating with MPO on marketing outreach efforts. The goal was to expand our client base nationwide, particularly targeting the ERC government program. As we are based in South Florida, finding alternative means to reach potential clients was a challenge, considering most of our business traditionally relied on word of mouth. Initially, we had limited experience with email marketing. 

However, after a productive meeting, we realized the potential and effectiveness of this strategy. Raphael's ingenious suggestion to create a new landing page specifically for the program proved invaluable, offering an alternative to our outdated website. During a six-month period, our efforts yielded promising results. We successfully generated approximately 87 leads, amounting to $235,000 worth of business.

 Moreover, with other companies in our pipeline expressing interest, the potential long-term value could reach $435,000. Looking ahead, we have additional marketing initiatives planned for tax season. We firmly believe that any firm that understands the significance of consistent promotion should seriously consider taking advantage of the services Rafael offers and sign up. Throughout the process, we conducted experiments with various email scripts, subject lines, and targeted specific audiences.

 Our email outreach endeavors spanned six months, resulting in 5,131 email deliveries. From the replies received, we acquired 473 leads, representing approximately 9%. Subsequently, this led to 87 meetings, accounting for approximately 1% of the replies.

 Summary of Key Deliverables: 

• Creation of a new landing page for the ERC government program Expansion of client base nationwide 
• Generated 87 leads, resulting in $235,000 worth of business 
• Potential long-term value of $435,000 through pipeline communications 
• Implementation of marketing strategies during tax season 
• Experimentation with email scripts, subject lines, and targeted audiences 
• Delivery of 5,131 emails, leading to 473 leads and 87 meetings.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• 5131 email deliveries
• 473 leads (9% of replies)
• 87 meetings (1% of replies). 

Amounting to $235,000 worth of business. Moreover, with other companies in our pipeline expressing interest, the potential long-term value could reach $435,000.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

MPO has been responsive to our needs on a month-to-month basis. All of the results have been achieved within the first six months. It's important to note that we have a one-year contract in place.

What was your primary form of communication with Marketing Partner LLC?

Virtual Meeting

What did you find most impressive or unique about this company?

Their ability to dial in and find businesses that would agree to schedule appointments with us is remarkable. The clients were respectful and already well-informed.

Are there any areas for improvement or something Marketing Partner LLC could have done differently?

No.