Marketing Case Study

Implementing a Marketing Strategy to Reach an Intended Audience

TransitioNext Advisors was looking for an agency to provide marketing direction and support to grow the company’s profile within the business owner community and with the trusted advisors who work with them. The firm was also in need of a set of marketing hands to implement some of the work and get it done on time and within budget to drive results that ultimately would provide new opportunities for growth.

The firm had a website that was developed by an agency that specialized in servicing financial services firms, but in conducting a website audit, GREENCREST found that the site had little to no SEO components or calls to action and that no one had implemented local search, so in essence, the company was not being found. The website did not have any content that spoke to the audience TransitioNext Advisors desired to attract.


During the start of the pandemic, GREENCREST led a virtual brand discovery to improve the company’s competitive messaging to provide a clear and succinct message to its intended audience. GREENCREST built a theme around a new brand position of: Family. Business. Future. > You., and incorporated its new brand messaging and expression throughout the site highlighting three main service areas of focus. Because the website was built on another agency’s proprietary platform, improving SEO became a challenge which resulted in GREENCREST rebuilding the website on a WordPress platform to perform the necessary SEO improvements and allow the firm administrator to make future website updates. GREENCREST also set up the firm’s Google My Business and Bing listings and local citations for improvements to local search.


TransitioNext Advisors was pleased with the work completed by GREENCREST and continues to use the brand positioning and website improvements provided by GREENCREST today.

TNA results

For results like these, contact GREENCREST today. We can help you develop an integrated marketing campaign with measurable returns.