Financial Planning & Analysis Consulting Firm Increases Customer Loyalty and Targeted Lead Generation With Monthly Webinar Series



One of the nation’s largest performance management and business analytics firms. As an IBM Platinum Partner and Oracle Gold Partner, the company provides exceptional analytics solutions for Fortune 1000 companies.

At A Glance

  • Industry: Finance, Information Technology, Consulting, B2B

  • Location: Bloomington, Minnesota, USA

  • Employees: 51-100

Increase In Video Subscribers
New Social Media Followers
YouTube Views Per Month


Time and expertise. The company had one full-time marketing manager on staff who was required to manage traditional marketing strategy, events, trade shows, case studies, branding, and partnerships. The firm needed initial help developing a digital marketing foundation and supporting a recurring webinar series.


Touchline Marketing worked with the finance and analytics consulting firm to develop a strategy and digital marketing architecture to support a professional monthly webinar series. The monthly webinar series serves as a lead magnet for collecting subscribers who are placed into a marketing automation workflow that introduces new leads to the company’s consulting services. In addition, subscribers receive email notification when new webinar video is available in the resource archive. Presentations are professionally edited into a long-form video and short clips complete with branded intros and outros suitable for sharing across social media platforms.

Webinar / Video Series

Blog Articles Copyrighting Email Marketing
List Building Scheduled Social Media SlideShare
Social Media Images & Video Video Capture Video Editing
Video Intros & Outros Video Transcription Video Upload (YouTube)
YouTube Annotations YouTube Channel Management YouTube End Cards

Custom Digital Marketing Plan

Banner Ad Design Buyer Persona Development Client Case Study
Contact Email Validation Contact Segmentation Digital Marketing Strategy
DNS Management Drip Email Campaign eBook
Electronic Presentations (.ppt) Email Autoresponders Email Service Provider Setup (MailChimp)
eNewsletter Event Registration Google Analytics
Graphic Design Industry Award Nominations Info Sheets / Sell Sheets
Landing Pages Logo Development Marketing Automation Workflow
Marketing Health Check On-page SEO Paid Social Media Marketing (PPC)
Print Ad Design Sales Collateral Updates Sales Pitch Deck
Social Media Content Creation Social Media Scheduling Social Media Setup
Trade Show Event Signage Variate (A/B) Testing Webinar Moderation
Webinar Project Management Website CTA (calls-to-action) Website Maintenance
Website Migration WordPress Performance

“Touchline has helped us develop a professional digital marketing presence.”

— Partner & CEO, Performance Management Consulting Company


  • 2,500+ new social media followers & subscribers
  • Domination of Google Video Rankings
  • Average of 3,000+ YouTube Views Each Month
  • Increased credibility as thought leader in the industry
  • Elevated customer loyalty among existing client base
Digital Marketing Minnesota

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