In today’s digital age, one of the most effective ways to engage with potential clients is through educational webinars that address their specific needs. At ACBS Insurance Services, we developed a webinar funnel to inform potential clients about Medicare while generating new leads that could be nurtured into scheduling consultations. Here’s a look at how we designed and implemented this successful system.
Objective: Generating Leads Through Education
ACBS Insurance Services sought to leverage its expertise in Medicare options by creating a webinar that would serve as both an educational tool and a lead generator. The ultimate goal was to inform potential clients and convert them into consultation bookings where ACBS could offer personalized assistance with Medicare planning.
Strategy & Execution: Crafting a Seamless Funnel
To build an effective lead generation system, we designed a multi-step funnel using the following structure:
- Paid Media Campaigns: Paid ads were used to drive traffic to the webinar landing page.
- Landing Page with Opt-In Form: We developed a landing page that encouraged visitors to sign up for the webinar, created it on the WordPress platform, and integrated it with Gravity Forms for data collection.
- Email Nurture Sequence: Once a lead signed up for the webinar, they were entered into an automated email sequence managed through ActiveCampaign. This sequence recapped the webinar content and focused on driving leads to book a consultation using Calendly.
- Consultation Scheduling: Leads were prompted to schedule consultations via Calendly, which was integrated into the funnel, making the booking process easy and streamlined for potential clients.
This system also tracked performance and results through Agency Analytics, providing data-driven insights into the campaign’s effectiveness.
Webinar Content: Targeted to Audience Needs
The primary focus of the webinar was educating individuals nearing Medicare eligibility, a topic that is often overwhelming and confusing. By positioning ACBS Insurance Services as experts in the field, we addressed common concerns and provided clarity, building trust with leads. You can review the webinar content here: ACBS Medicare Webinar.
While our initial traffic was directed toward the webinar landing page, we also split-tested traffic to a consultation landing page, which can be seen here: Consultation Page. However, this case study focuses on the webinar funnel setup, as results are still being gathered.
Overcoming Challenges: Integrating New Technology
One of the biggest hurdles was integrating various systems, particularly since ACBS Insurance Services had never used a platform like ActiveCampaign before. Overcoming technical challenges required detailed training and support, ensuring every piece of the funnel worked seamlessly together.
By aligning WordPress, Gravity Forms, ActiveCampaign, and Calendly, we created an automated system that allowed ACBS to capture, nurture, and convert leads efficiently.
Results & Early Impact
Although it’s too early to report on specific data around conversions, the system is fully operational, and early indicators suggest that this funnel will successfully increase lead generation and consultation bookings. The webinar format has promoted greater awareness of ACBS Insurance Services’ offerings, and the nurture sequence continues to engage leads.
Key Performance Indicators (KPIs) for this funnel include:
- Webinar sign-ups
- Conversion rates from webinar to consultation
As we continue to gather data, we expect the funnel to consistently deliver quality leads and contribute to ACBS Insurance Services’ long-term growth.
Conclusion: A Funnel Designed for Success
The webinar funnel developed for ACBS Insurance Services was built to educate, engage, and convert leads efficiently. By creating a multi-step system that moved prospects from ad to consultation booking, we laid the foundation for ongoing lead generation success. While we are still in the early stages of collecting results, the seamless integration of tools and systems ensures that this funnel will continue producing meaningful results for ACBS Insurance Services in the coming months.
This article first appeared on: https://cfmedia.com/
