Inspiring Prosperity
Lisa, a certified accountant, started Inspiring Prosperity to help heart-centred solopreneurs and small business owners thrive financially by bridging the gap between money and mindset. She offers financiall wellness coaching and planning to her clients.
The Problem
Lisa felt like her business had good foundations, but certain tasks were repetitive and taking away from being able to truly connect with customers.She also felt like she was trying too many things at once to get traction for her business.
She reached out to us to help her understand what she can do to be able to attract and retain an ideal customer.
Objectives
Create connection, traction, and credibility
Retain and engage existing customers
End repetitive tasks with automation
4-stage low spend marketing plan
Lead magnets to attract new customers
Streamline social media marketing
Results
- Marketing strategy focused on connecting with existing customers better
- Crafting a financial wellness quiz and complementary email journey
- Email marketing automation to prepare for a call, collect reviews and introduce services
- Reduce social channels to ensure brand alignment