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[NEW] Roth Conversions - Lead Generation Campaign

22 Aug, 2022 BY Nicolle

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Want to connect with high earners who want to save on their taxes? This campaign is for you. 

Taxes are probably a sore spot for most high earners.

The more they make, the more they usually owe.

They work harder and harder every year. Only to end up with a massive tax bill.

It feels like a waste of their hard-earned money to hand over a big chunk to Uncle Sam. 

But there’s some good news!

They don’t have to sit and wonder about hidden tax strategies anymore.

Cut through the noise and attract fresh prospects with a campaign that offers a free guide titled: Explode Your Tax Savings? Discover 3 Commonly Overlooked Opportunities (Before They're Gone!)

Inside, they’ll uncover:

  • How to use tax bracket “turbochargers”
  • When to exploit their Roth without triggering scary financial disasters
  • What can work against them even if they’re doing all the right things

Nurture existing prospects by highlighting hidden tax-saving strategies, emphasizing your ability to help them make the right choices. The lead magnet is designed to be “precisely vague” by providing good advice, but opening a loop with critical questions in the conclusion that the prospect must work with you to resolve.

Drive traffic to your offer with prospecting emails, social media posts, and optional Facebook ads. The campaign copy builds urgency by revealing hidden tax-saving strategies for high earners.

We help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offer a free appointment to discuss their tax questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

The campaign publishes content over 4 weeks. 

The campaign 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

Campaign Title:Roth Conversions

Campaign type: Lead Generation

Campaign description w/ outcome: Attract fresh prospects by offering a compelling tool through a campaign that includes a lead-capture landing page, prospecting emails, social media posts, and optional Facebook ads.

Target audience: Prospects, Taxpayers

Primary campaign outcome/action: Help you continue the conversation with prospects, bringing them deeper into the awareness funnel, with follow-up emails that position you as the right source for help and offer a free appointment to discuss their tax questions. Prospects who have immediate needs are encouraged to request an appointment with you, bringing these digital prospects right into your office.

Secondary campaign outcome/actions: asking a question, requesting an appointment, sharing, forwarding email, etc.

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