Marketing Case Study
Implementing a Marketing Strategy to Reach an Intended Audience
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.