Client Overview

Horizon Financial Advisors is a boutique financial planning firm specializing in retirement planning for professionals aged 45-65. Despite their excellent service and client retention, they struggled to attract new clients through digital channels.

Challenge

Horizon was facing several challenges with their social media presence:

• Inconsistent posting schedule (1-2 posts per month)
• Low engagement rates (under 0.5%)
• No clear strategy for converting followers to leads
• Time-consuming content creation process for their team
• Difficulty establishing thought leadership in a competitive industry

Solution

We implemented our Strategic Social Media Management service with a focus on lead generation:

1. Comprehensive Audit & Strategy Development
   • Analyzed competitor social presence and identified content gaps
   • Developed platform-specific strategies for LinkedIn and Twitter
   • Created ideal client personas to target content effectively
2. Content Restructuring
   • Established four content pillars aligned with client pain points
   • Developed a consistent posting schedule (3x weekly on LinkedIn, 2x weekly on Twitter)
   • Created educational content series on retirement planning topics
3. Lead Generation Implementation
   • Designed a retirement readiness checklist as a lead magnet
   • Created strategic call-to-actions in 30% of posts
   • Implemented tracking links to measure conversion
4. Engagement Strategy
   • Identified and engaged with 50 high-value prospects weekly
   • Responded to all comments within 4 hours
   • Participated in relevant industry conversations

Results

After 90 days of implementation:

• 215% increase in qualified leads generated through social media
• 187% increase in engagement rate (from 0.5% to 1.44%)
• 78% increase in website traffic from social channels
• 12 new client consultations directly attributed to social media
• 4 new clients signed (average client value: $3,200/year)
• 8 hours per week saved for the internal marketing team

Testimonial

"ProjextLabs Media transformed our social media from a time-consuming obligation into a genuine lead generation tool. Their strategic approach not only saved us time but actually delivered measurable results. We've seen a significant increase in qualified prospects reaching out to us, and our team now has a clear roadmap for social media success."

- Jennifer Harmon, Managing Partner, Horizon Financial Advisors