Case Studies

Boris Benic and Associates - CPA & Business Consulting Firm

Boris Benic smiling while talking on the phone in his office

Objective

Grow email database.

Strategy

9

Implement a contact aggregator

9

Scans business email addresses, email signatures and calendars for contacts

9

Implemented for each team member

9

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

Chuck and Katy

Objective

9

Connect with Boston based real estate agents

9

Small independent brokerages

9

Build a referral relationship/network

9

Clients looking to relocate or purchase 2nd home in Boca Raton.

Strategy

9

Utilize LinkedIn with multi-touch approach

9

Acquire agent home addresses to send personalized gift (Yeti, nip of rum & family punch recipe)

9

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

%

return on outreach

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