SurgeTrader needed to overhaul their email marketing system to improve lead nurturing and increase revenue. They faced significant challenges migrating from Active Campaign to HubSpot, including adapting email designs to fit HubSpot’s platform while ensuring compatibility with features like dark mode. Optimizing workflows to engage and convert traders more effectively was also a critical hurdle.
Dancing Chicken managed a seamless HubSpot migration, ensuring uninterrupted email campaigns during the transition. We meticulously adapted SurgeTrader’s existing HTML emails into HubSpot’s framework and introduced a new base template optimized for user experience factors such as dark mode compatibility.
We developed and automated comprehensive email workflows including five funnel stages and ten targeted content download automations. These enhancements refined SurgeTrader’s lead nurturing process, allowing more personalized and effective engagement with potential and existing traders.
As a result, a single weekend email promotion generated over $100,000 in revenue, making email the firm’s third largest revenue source. The firm’s email list grew to 87,000 traders, supported by a more robust marketing framework that continuously nurtures prospects and strengthens customer relationships.
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