[NEW] Lead Generation Campaign – ESG Purposeful Investing

10 Aug, 2022 BY Nicolle


Attract values-driven prospects who want to make ethical investments.

Many purpose-driven investors are starting to wonder how to make a meaningful impact without sacrificing their wealth-building strategy.

Cut through the noise and attract fresh prospects by helping them get answers to their ethical investing questions with a free guide titled: 

How to Build Wealth With Heart, Integrity, and Purpose

Inside the guide, they’ll learn how to:

  • Easily transform your current plan into a purpose-driven strategy
  • Make a meaningful impact while building wealth
  • Find investments that align with your ethics, values, and beliefs

The campaign runs for 4 weeks and delivers the following:

  • 3 broadcast emails promoting the value of the free guide
  • 12 social media posts that automatically post to your social media accounts over 4 weeks
  • 1 landing page offering the free guide while capturing a prospect’s name & email address
  • 1 opt-in confirmation email
  • 2 opt-in follow-up emails
  • 1 confirmation page where motivated leads can request a free chat with you
  • 1 appointment confirmation page that points leads to your website
  • 1 appointment confirmation email
  • Website Widget

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel.

Consider personalizing the download follow-up emails to engage with prospects.



More about this campaign:

Title: Purposeful Investing

Type: Lead Generation Campaign

Description: Attract fresh prospects by offering a compelling downloadable tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads. Consider personalizing the download follow-up emails to engage with prospects.

Target Audience: Prospects and Investors

Primary Outcome/Action: Get noticed and earn contacts.

Running Time: 4 weeks.



Interested in seeing how one of our Lead Generation campaigns is made? Check out this episode of Behind the Campaign.

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