Boris Benic and Associates - CPA & Business Consulting Firm
Objective
Grow email database.
Strategy
Implement a contact aggregator
Scans business email addresses, email signatures and calendars for contacts
Implemented for each team member
Establish parameters for adding contacts
Results
Q1 2021
Created an automated process to add new contacts to database and email marketing platform
Contacts Added
%
Email Open Rates
Chuck & Katy Luciano: Compass
Objective
Connect with Boston based real estate agents
Small independent brokerages
Build a referral relationship/network
Clients looking to relocate or purchase 2nd home in Boca Raton.
Strategy
Utilize LinkedIn with multi-touch approach
Acquire agent home addresses to send personalized gift (Yeti, nip of rum & family punch recipe)
Schedule zoom or in person meetings
Results
October - January 2020
Created an automated process to add new contacts to database and email marketing platform
New LinkedIn connections
personalized connections sent each week
%