Boris Benic and Associates - CPA & Business Consulting Firm

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

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
%