Benetrends Financial Case Study

Benetrends partnered with Units to elevate its digital funnel, refreshing the site, implementing HubSpot, and launching intent-driven campaigns that guide prospects from research to funding conversations.

About

Benetrends Financial Case Study

Benetrends Financial offers funding solutions for those looking to start their own franchise. They came to Units looking for support with increasing online leads, redesigning their website, and implementing an updated CRM. Through internal turnover, they also contracted our help with providing general marketing support for one-off requests.

Our Approach

Goals

The initial goal when contacted by Benetrends Financial was to increase leads interested in ROBS (Rollover for Business Startups). We launched search campaigns for people looking specifically to use their retirement funds to start a company. As Benetrends Financial grew, they enlisted our help with increasing their organic web presence, optimizing their website, and implementing a new CRM solution to help simplify their sales process.

🎯

Get More Customers

Meet funding seekers where they're searching. Focused campaigns and conversion-first pages turn qualified interest into scheduled consultations.

📊

Improve Marketing Strategy

Plan, test, and scale with clarity. Dashboards and weekly reviews show which keywords, pages, and offers drive pipeline.

🔍

Have Marketing Oversight

One view of performance. HubSpot attribution and standardized reporting let leadership guide budgets and coaching with confidence.

Our Approach

Approach

Paid Media

We launched multiple campaigns targeting retirement keywords across Google and Bing. To optimize the campaigns, we created specialized landing pages that increased the conversion rate for those looking to schedule a funding consultation. Additionally, we worked with the team to strategize, plan, design, and develop a new website. Once that was completed, we implemented several SEO optimizations to increase their organic rank and began planning the HubSpot implementation. First, we implemented HubSpot for attribution tracking, then created a lead nurture sequence for marketing qualified leads. Finally, we built a custom automation to help the sales team transition smoothly from their existing CRM to HubSpot.

Search Engine Marketing

Build tightly themed search campaigns around funding paths (ROBS, SBA, unsecured). Pair ads with tailored landing pages and clear CTAs; connect every form and call to source tracking.

Search Engine Optimization

Create funding education hubs, FAQs, and comparison pages; optimize technical SEO and internal links; publish schema for FAQs and reviews to improve visibility on high-intent queries.

Lead Nurturing

Stand up consult-ready nurture: instant confirmations, follow-ups, and educational drips that move prospects from interest to scheduled calls; route by product and readiness.

Website Strategy & Planning

Define the conversion model: simplify navigation, align content to funding paths, and standardize form fields to capture attribution and trigger the right workflows.

HubSpot Implementation

Implement lifecycle stages, pipelines, and SLAs; migrate legacy data; build role-based dashboards for marketing, sales, and leadership; enable call and meeting tracking.

Outcome

64% Increase in Website Traffic

Since the redesign and launch of their new website, Benetrends has received a 64% increase in traffic, showcasing the impact of the redesign on their online visibility and reach. The new website design effectively optimized their on-site SEO, improving their performance in search engine results and leading to a higher click-through rate.

110% Increase in Website Conversion Rate

The enhanced user experience offered by the new website design has led to a 110% increase in the website's conversion rate over the past 3 months. The redesigned site features streamlined navigation, intuitive layouts, and persuasive call-to-action elements strategically placed throughout the website. These improvements have created a seamless and engaging user journey, making it easier for visitors to find relevant information and take the desired actions, resulting in a higher conversion rate.

“Units is always focused on our bottom line, and they've had a tremendous impact on our ability to overcome the pandemic and drive high-quality leads for our sales reps.”

Eric Schechterman, Benetrends Financial

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