Forward Media’s challenge was to reach an audience of professionals who had a purpose for succession planning
As succession planning is an optimal business for a financial practice, Forward Media strived to develop campaigns that would not only reach small businesses and farmers, but also medical professionals such as doctors, dentists and specialty physicians.

Solution
A three-month, highly targeted campaign was launched, with a goal of maximizing overall engagement.
Additionally, Forward Media created a landing page complete with an assessment tool that provided a clear path for interested individuals in order to reach out to a representative for future follow-up. Additionally, we devised an entirely new online marketing campaign to drive the client’s target audience directly to the newly built landing page environment.
Results
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First-time campaign data analysis was key to future success
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Engagement proved to be acceptable, and we expanded to additional campaign formats and verticals
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Updates to the tool itself refined its targeting ability
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Engaged online with difficult to find audience
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Micro-targeting drove campaign success
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Built awareness of succession planning tools and services