Company services and pitch deck for new client work. Case study example of retail product launch for financial services customer.

1. MarketUP Capabilities
Contact:
Donna Lehman, President
dlehman@market-up.com
202-813-3884
www.market-up.com | @DonnaMLehman

2. Event Management & Marketing
 Industry Tradeshow planning and support
 Custom Client Conferences
 Special Events
 Webinars
 Marketing campaign collateral

3. Financial Services
GuidedChoice
Online retirement planning advice and account management
 Marketing and PR since 2004
 Developed all brand, messaging, personas, product marketing input, product
UI
 All Collateral, communications materials
 Website – www.guidedchoice.com
 Videos - https://www.youtube.com/user/GuidedChoice
 Social Media
 FB: https://www.facebook.com/GuidedChoice/
 Twitter: https://twitter.com/GuidedChoice

4. Client Case Study
Retail Product Launch
Financial Services Sector

5. Retail Launch
GuidedSavings
GuidedSpending
May 1, 2015
Your future
IS our
business

6. Retail is on our doorstep

7. New Savings Guide

8. New Spending Guide

9. Print Recommendations

10. User Guide

11. Marketing & Sales
Update
Rollout, collateral, advertising, PR

12. Marketing Report:
Q4 2014 Results
Marketing Report:
Q4 2014 ResultsRetail Rollout
• Activity: Website launched 13 Apr. Landing page: GuidedSpending. Call to Action Facebook and
Twitter posts promoting GuidedSpending.
• Timeframe: 13 Apr 2014 – 30 Jun 2015
• Objective: Continue to build audience and generate leads and conversions to purchase.
• Offer: Special Promo Pricing for GuidedSpending. GuidedSavings promo to start May.
• Frequency: Facebook Daily. Twitter Daily.
• Themes: Trusted financial advice, retirement income, retirement planning, good tips, here to help.
• PR: Media contacts targeted on Twitter. One-on-one calls with demos May-June.
• Hashtags: #retirementincome, #IRA, #financialplanning, #401k
• Email blast to contacts in Salesforce: May 11

13. Marketing Report:
Q4 2014 Results
Marketing Report:
Q4 2014 Results
What does GuidedChoice do?
We take the guesswork out of planning your retirement. Whether it’s
saving, investing or spending, we give real answers to the questions
that matter. We’ve been helping people plan for retirement for more
than 15 years and have been trusted with over $12 billion. We are the
experts that millions of people rely on; we are unbiased and fiercely
independent.
“Your future IS our business.”
Elevator Pitch

14. Marketing Report:
Q4 2014 Results
New look and
navigation
Responsive
design for all
devices

15. New Retail Marketing

16. Facebook
1. Daily Page Promotions
2. Boosted Posts - Demographic
3. Offers with Images do best

17. 53% are aged 45-64
Skewed heavily toward Women
Who Likes us?

18. Google AdWords Campaigns
Steady retirement income?
http://guidedchoice.com/guidedspending
Turn your savings into income with
professional, affordable advice
How much can you spend?
http://guidedchoice.com/guidedspending
Get a steady retirement income with our
easy, personalized advice
You’re retired. Now what?
http://guidedchoice.com/guidedspending
Make the most of your savings with a
retirement income strategy
Secure retirement income
http://guidedchoice.com/guidedspending
See how much you can safely spend
Get professional, affordable advice
Retirement income
Retirement income advice
Retirement income planning
Retirement income monthly
Retirement income annual
Retirement income strategy
Retirement income strategies
Retirement income solutions
Retirement planning income
How much income retirement
Income in retirement
Income after retirement
Make income last in retirement
Make retirement income last

19. Public Relations
1. Built engagement with Media influencers, sharing @ articles
2. 45 Contacts from major trade and business publications
3. Increased Twitter activity and Followers
4. Ready to engage with Demo and one-on-one meetings