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Lifepath Advisers

What We Discovered

This small financial planning business had been in operation for 3 years
A unique selling proposition had been identified
A “process” had been identified
No new clients were forthcoming
There had been zero referrals
The sales cycle was drawn out with an average of 4 months from enquiry to sign up.

What We Developed

An in-depth research strategy for the business including clients & marketplace
Communication tools – specifically brochures, letters, scripts
Strategy for continuous feedback, adaptation & continuous improvement.

What We Delivered

A client communication strategy
Copywriting strategy for improving referrals and securing new clients
A clear client decision-making pathway.

The Results

Marketing communications that show clients how the business adds value
Improved sales life-cycle – from enquiry to sign up now 2½ months
Improved cash flow
A 275% increase in the conversion rate of referrals from existing business partners
A referral programme that has clients acting as ambassadors for the brand and is delivering 3 new clients every second month
A 127% return on marketing investment in the first 6 months
Lifetime value of each client is from $25,000 to $80,000

Invaluable to the growth of my business

After being in business for 3 years it felt like we hadn’t quite created an identity for the business and what we do for clients. We also had issues in communicating to potential referral sources how we can benefit them and their clients.
delivering Results took us back to the fundamentals of marketing and then created the communications for the business to help with the ‘sales’ process and reduce this cycle to almost half.
Since implementing these new sales tools we have also noticed a steep increase in referrals into the business from existing clients as well as new professional referral sources.
Alex and his team did not use a ‘one size fits all’ approach or a programme; using their experience and knowledge they created a tailored process and quality advice.
Overall, going through this process was invaluable to my professional development, the development of staff and the growth of my business and I would recommend that all owners go through this process with Alex and his team regardless of how long they have been in business.

More of our work

Novocastrian Bathroom Solutions

Increased the number of leads from 2-3 to 35 per month

CREFCO

An increase in conversion of paid traffic to enquiries of 285%

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