Headline: Lead Nurture Case study body copy: Client: Founded in 1972, client has built a reputation as Wall Street’s “private eye”. As the world's leading risk consulting company in 55 cities across 26 countries, it provides a broad range of investigative, intelligence, financial, security, technology and supplier management services to reduce risks, solve problems and capitalize on opportunities. Challenges:  Client launched a new risk assessment tool at an industry event and needed a follow-up lead nurture campaign  Client also had very limited experience with their marketing automation tool and was looking for guidance on campaign design, logic and configuration on a very tight schedule Tactics:  QuickPivot designed a multi-touch lead nurture campaign that was launched successfully during the week of event ‒ Email messaging and offers matched to 3 target personas ‒ Emails featured a variety of gated and ungated offers to boost overall engagement and profiling  Existing contacts in database supplemented with list purchase to enhance prospecting in key industries Results:  28% open rate, 34% click thru rate and 45% conversion to form submission; approximately 500 prospects identified  Results analyzed and 40 high-engaged contacts selected from the total for free trial offer with direct sales contact  Campaign repurposed as ongoing welcome program for all new contacts, via automated feeders Header over pop-up’s : Click images below for more on these tactics Image 1 (Campaign Visio Flow) QuickPivot designed a campaign messaging strategy to provide immediate follow-up to tradeshow participants, but also profile and nurture engaged contacts through to sale. Image 2 (Email samples) QuickPivot provided creative direction on email layouts, calls to action, messaging and overall user experience for the client’s emails and website to produce world-class results.

1. Case Study
Challenges
• Client launched a new risk
assessment tool at an industry
event and needed a follow-up
lead nurture campaign
• Client also had very limited
experience with their marketing
automation tool and was looking
for guidance on campaign design,
logic and configuration on a very
tight schedule
Tactics
• QuickPivot designed a multi-touch
lead nurture campaign that was
launched successfully during the
week of event
– Email messaging and offers
matched to 3 target personas
– Emails featured a variety of
gated and ungated offers to
boost overall engagement
and profiling
• Existing contacts in database
supplemented with list purchase
to enhance prospecting in key
industries
Results
28%Open rate
34%Click thru rate and 45% conversion
to form submission; approximately
500 prospects identified
• Results analyzed and 40 high-
engaged contacts selected from
the total for free trial offer with
direct sales contact
• Campaign repurposed as ongoing
welcome program for all new
contacts, via automated feeders
Lead Nurture
Founded in 1972, client has built a reputation as Wall Street’s “private eye”. As the world’s
leading risk consulting company in 55 cities across 26 countries, it provides a broad range
of investigative, intelligence, financial, security, technology and supplier management
services to reduce risks, solve problems and capitalize on opportunities.
33 Arch Street, 9th Floor
Boston, MA 02110
T: 617.880.4000
F: 617.880.4001
www.quickpivot.com
About QuickPivot™
QuickPivot is the leader in real-time cross-channel marketing automation and services for B2B and B2C enterprises.
QuickPivot delivers insight plus channels plus content in one marketing platform to enable marketers to listen,
connect, learn, and adapt to the changing needs of customers. For more information, visit www.quickpivot.com,
or call +1-617-880-4000, or email info@quickpivot.com.
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