Building a Digital Strategy from the Ground Up

Client

Year

2022

Location

Canada

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Tenth Man Marketing partnered with a well-established financial coaching team to develop a digital strategy for continued growth. 

Private Meeting

ABOUT CAPESKY INSURANCE & WEALTH MANAGEMENT INC.

Capesky Inc specializes in creative tax planning ideas for business owners and those looking to transition into retirement.

They focus on their client's needs, offering comprehensive financial planning designed and developed by a team of experts to help them maximize their financial situation.

CHALLENGE

With the great wealth transfer to continue over the next few years in Canada, the goal was to move beyond the traditional referral pipeline and build a digital lead strategy that could be managed in-house.

SOLUTION

Tenth Man Marketing provided Capesky Inc. with key client personas and a digital strategy for social and content. As part of the digital component, we provided a package of key templates & images that aligned to the overall existing brand that they could use across their digital platforms. Full details are below:

Website Refresh & SEO

Recommended a new platform to refresh their website, and provided image and copy updates across the site to improve online presence and align to key search terms.

Lead Drivers

Recommended local listings across various sites and provided email copy templates for cross-sell opportunities.

Social & Content

Built a social strategy to increase reach/engagement on Facebook and LinkedIn. Provided a package of templates and images to leverage throughout the year.

BENEFIT

Increased capacity

The team at Capesky Inc. was able to increase its capacity by leveraging a variety of prebuilt images and templates. This ensured their message is consistent & aligned to their customer's needs.

Be seen as a thought leader

By developing a content strategy for Capesky Insurance they were able to share their expertise across a variety of digital channels that aligned to changing customer needs throughout the year.

Building a digital pipeline for growth

By providing a template for increased reach/engagement on Facebook and LinkedIn, optimizing their site for SEO, and enhancing their listings across the web, Tenth Man Marketing was able to help Capesky Inc start to increase the number of leads they receive in the digital space.

"We were so pleased with our experience with Tenth Man Marketing.  Catherine and her team were responsive to our priorities and immediate concerns, while also providing us with a broader framework to develop a future marketing strategy.

Using their industry benchmarks, SEO strategies, we were able to quickly implement many of their practical suggestions and useful templates to streamline our branding, improve our social media and web presence for our local and remote clients alike.  We would highly recommend Tenth Man Marketing to businesses looking to improve their market share."

Linda M. Capesky

Capesky Insurance and Wealth Management Inc.