Freedom Boat Club (FBC) needed a robust solution to handle incoming leads and communications with existing and potential members. We helped by onboarding them with a new Customer Relationship Management tool (CRM) / Email Service Provider (ESP) - Get Response.
FBC hadn't used an ESP before, so we started by sanitising and preparing their data. This involved removing invalid email addresses and any duplications, then checking in-opt status and running a warm-up/re-engagement campaign.
After this, we moved on to mapping out their customer journey from lead to member - taking into consideration all potential touch points and data entry points, ensuring FBC were covered for every eventuality.
The CRM platform was prepped to take in leads from events, digital ad campaigns, in-person sales and traditional print campaigns via a combination of QR codes, tracked URLs and landing pages. We also installed relevant analytics and tracking pixels for future audience analysis and retargeting campaigns.
All of this ensured FBC had a solid foundation for all future lead generation and comms management.
Fully functioning lead management environment
FBC were able to effectively segment their leads based on entry type. This enabled personalised messaging and automations for each audience group.
A singular platform meant centralised communication and one source of healthy, engaged data for the sales team.
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