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Marketing campaign for a broker

The broker wanted to highlight a particular product to new and existing clients, explaining why they needed it - but they weren't sure where to start. 


Having established what "success" looked like, Sam worked with the 

business to create a marketing campaign from start to finish - including: 


  • Identifying new and prospective customers
  • Planning an event
  • Running an email campaign
  • Online marketing
  • Pre and post follow up process to track progress.


The event went ahead on time and on budget.  The broker 

achieved higher attendance than expected, delivering the 

required number of leads for the sales team to follow up.

Relaunch of existing product

The business had a very successful, very profitable product in a 

growing sector - and wanted to escalate its growth.


A full programme of research was done with customers and resellers, accompanied by desk research, to understand:


  • What was, and wasn't, working 
  • What new trends and risks existed
  • What competitors were doing


The product was updated with clear USP's, supported by a marketing plan to train resellers on how to communicate the improved product to their clients.


Following relaunch, the product achieved sales of £3m within 2 years 

- far exceeding expectation.

Creation and launch of new product

A business wanted to launch a product to meet the needs of a 

new and emerging SME sector.


A detailed market research programme was put into place including:


  • Interviews with target customers
  • Interviews with suppliers and associated businesses to that sector
  • Desk research 


This identified the size of the market, and identified a number of 

unique and specific needs.  A product was created with a clear 

USP, and a marketing campaign built around it.


Following a soft-launch, the product achieved its initial sales 

budget within a 1 year timeframe.

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