
This is a marketing funnel for an online accounting software.
To create awareness for the product, I use social media to promote the product and services provided by the brand. The content will focus more on highlighting common pain points faced by most businesses, such as overreliance on Excel, manual processes, excessive paperwork etc. It will also emphasize how the software can help tackle and resolve these issues through automation, reduced paperwork, elimination of human mistakes, improved efficiency, and increased accuracy. Additionally, I will create value-added blog posts that provide tips and guidance to help businesses manage their operations more effectively.
For all social media posts and blog posts, the CTA will lead to a landing page that showcases the benefits of the software, key features, customer reviews, and a sign-up form for a free trial.
Once the free trial lead form is submitted, customers can try the software free for 30 days. The customer success team will contact the customer to arrange a live demo session. During the 30-days free trial period, customers can proceed to enter their payment details to subscribe.
For those who subscribed, an automated welcome email will be sent to customers, containing links to the knowledgebase center and a video guide on how to set up their account. After 7 days, another automated email will be sent to invite users to the weekly online tutorial webinar. Another email will be sent after 7 days to check if users need any assistance. At 30 days, 14 days, 7 days, and 1 day before the subscription expires, renewal reminder emails will be sent to users. Once they renew, no further reminder emails will be sent.
For those who do not subscribe, I will upload their email addresses to create customer audiences on meta ads for retargeting, and automated follow-up emails and reminder emails will be sent to them before the free trial account expires. Simultaneously, the customer success team will contact these users to understand why they did not subscribe and to see if the software can resolve their concerns.