Use Case for a Brokerage App

Campaign Overview: We conducted a targeted outreach campaign for a brokerage app to help find investors for pre-IPO opportunities.

We assisted in gathering a list of high-potential investors and set up tracking for intent signals, such as recent investments, engagement with financial content, job promotions, and mentions of pre-IPO investments in LinkedIn posts.

These signals indicate an interest in new investment opportunities and financial growth. Based on these intent signals, we executed personalized outreach via LinkedIn and email.

Steps Involved:

1. Investor List Compilation: We compiled a list of high-potential investors using advanced data tools and market research.

2. Intent Signal Tracking: We implemented tracking mechanisms to capture intent signals from these investors, focusing on recent investments, engagement with financial content, job promotions, and mentions of pre-IPO investments in LinkedIn posts.

3. Personalized Outreach: Utilizing the collected intent signals, we crafted and sent personalized messages via LinkedIn and email, ensuring high relevance and engagement.

Results:

Total Investors Reached: 3500
LinkedIn Responses: 172
Email Responses: 64
Average Email Response Rate: 3.8%
Average LinkedIn Response Rate: 24.6%
Qualified Leads: Over 50, including more than 25 calls and 15 demo requests.