Boutique Regulatory Consulting Firm Gains 3 News Clients Immediately Following a New Website Build and First Email Campaign

Industry

Financial Services

Challenge

Gate 39 helped launch a professional, responsive website and an initial email campaign, set up HubSpot for marketing and analytics, and trained their team—resulting in three new clients and a strong foundation for continued growth.

Results

Gate 39 launched a professional, responsive website and an initial email campaign, set up HubSpot for marketing and analytics, and trained their team—resulting in three new clients and a strong foundation for continued growth.

Solutions

HubSpot CRM, Website Design & Development

“Allison, we got our first client today!!!!! Thank you for all your help. Working with you has been great.”

DON MELODY, CPA

Rockpoint Regulatory Consulting

Before Gate 39

Rockpoint Regulatory Consulting was jump-starting their business and needed to establish a digital web presence and an efficient way to manage prospects, clients, and marketing.
The firm had no CRM or marketing automation tools in use and needed a solution that tightly integrated with their website.
The firm also had no ready marketing campaign in place to announce or promote its regulatory consulting services.

Gate 39 Solution

Step 1 - Gate 39 set up the firm’s HubSpot instance, built appropriate templates, and set up all contact lists, as well as provided HubSpot training to the firm at every step of the way.

Step 2 - Gate 39 designed and built the firm’s custom website using the HubSpot CMS to help automate and drive customer engagement, as well as to fully collect all marketing and traffic data to the website.

Step 3 - Gate 39 consulted with the firm to determine, plan, and execute on the best strategies and tactics to promote their business and service in a detailed marketing campaign.

Step 4 - As a first step in the campaign, Gate 39 assisted in the setup and launch of an initial email campaign to prospects with clear and strong calls-to-action.

Gate 39's Impact

As a first step in the campaign, Gate 39 assisted in the setup and launch of an initial email campaign to prospects with clear and strong calls-to-action.
The firm has put its best digital presence forward through a professionally presented, device-responsive website, which offers a clear and professional user experience.
The firm’s team is trained and set up for efficiency through clear processes, data, and analytics to inform on all performance, while enjoying the backup support of Gate 39's team.
Following the very first email campaign, the firm gained 3 new clients, demonstrating the success of the infrastructure and campaign planning.
The firm continues to leverage HubSpot for insights on prospect and customer engagement through website and email analytics.