The challenge
The starting point
The firm had a solid local operation, but its marketing was traditional and its digital presence minimal. It had no channels to capture clients online and no system to organize and follow up on incoming inquiries.
With no centralized data and no search visibility, it relied on word of mouth and lost opportunities to more visible competitors. It needed to professionalize its entire commercial and digital front.
The approach
How we approached it
Before running ads, we professionalized the commercial front: a CRM as the single source of customers and a site built to capture, not just to display.
We tested 3 systems until we kept the one that truly fit the operation.
The solution
What we did with COBIZ
COBIZ embedded as the marketing lead and transformed the commercial front:
- Implemented and managed a CRM, migrating across 3 systems until landing the one that best fit the operation.
- New communication and digital lead channels that generated a steady monthly flow of potential customers.
- Commercialization and new-property acquisition strategies, with creative assets and digital marketing campaigns.
- Organic positioning (SEO) that took the company to the top of search in its sector.
- Management reports and operational analysis to decide with data.
Results
The impact
From invisible to a local benchmark:
- The firm reached No. 1 in organic search in its sector.
- A steady monthly flow of potential customers through new channels.
- All customer management became centralized in the CRM.
"With COBIZ we migrated across 3 systems, landing the one that best fit our organization, which let us position ourselves as the No. 1 company in organic search."